4,228 hedge funds and large institutions have $482B invested in Visa in 2024 Q4 according to their latest regulatory filings, with 562 funds opening new positions, 1,644 increasing their positions, 1,599 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,228
Holders Change
+393
Holders Change %
+10.25%
% of All Funds
56.28%
Holding in Top 10
547
Holding in Top 10 Change
+152
Holding in Top 10 Change %
+38.48%
% of All Funds
7.28%
New
562
Increased
1,644
Reduced
1,599
Closed
100
Calls
$5.77B
Puts
$6.4B
Net Calls
-$629M
Net Calls Change
-$894M
Name Holding Trade Value Shares
Change
Shares
Change %
MFS
3776
Madrona Financial Services
Washington
$279K +$3.16K +10 +1%
MP
3777
McDonald Partners
Ohio
$279K -$12.6K -40 -4%
WF
3778
WinCap Financial
Massachusetts
$279K +$279K +882 New
IF
3779
IRON Financial
Illinois
$278K
BWMG
3780
Barnes Wealth Management Group
California
$278K +$278K +880 New
WWC
3781
Waypoint Wealth Counsel
Georgia
$277K +$30K +95 +12%
MCM
3782
M1 Capital Management
Michigan
$277K +$277K +876 New
USB
3783
Union Savings Bank
Connecticut
$276K
CFA
3784
Capstone Financial Advisors
Illinois
$276K +$9.49K +30 +4%
TB
3785
Terril Brothers
Missouri
$275K +$275K +870 New
PRRFG
3786
Paul R. Ried Financial Group
Washington
$274K +$274K +868 New
PCA
3787
Providence Capital Advisors
North Carolina
$274K +$69.6K +220 +34%
AEPWM
3788
Atlantic Edge Private Wealth Management
Florida
$274K +$19K +60 +7%
WWP
3789
Wise Wealth Partners
Arizona
$273K +$273K +865 New
KFA
3790
Krane Funds Advisors
New York
$272K +$272K +862 New
API
3791
Asset Planning Inc
California
$272K +$272K +862 New
AAM
3792
AR Asset Management
California
$272K
RC
3793
Rovin Capital
Arizona
$272K +$272K +860 New
CWM
3794
Campbell Wealth Management
Virginia
$272K +$272K +861 New
EPW
3795
Endeavor Private Wealth
Kansas
$272K +$272K +860 New
OWM
3796
Opes Wealth Management
California
$271K +$21.5K +68 +9%
RWMG
3797
Redwood Wealth Management Group
New Jersey
$271K +$1.26K +4 +0.5%
SIA
3798
SGL Investment Advisors
Montana
$271K +$33.7K +96 +14%
HC
3799
Headland Capital
South Carolina
$271K +$271K +857 New
AWM
3800
Apex Wealth Management
New Hampshire
$271K +$271K +857 New