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 %
FF
3801
Francis Financial
$271K +$136K +799 +100%
NWMP
3802
Noble Wealth Management PBC
Colorado
$271K +$271K +856 New
LWM
3803
Lionshead Wealth Management
New York
$271K +$271K +856 New
BAG
3804
Bridgewealth Advisory Group
California
$271K +$271K +761 New
BBWA
3805
Bell & Brown Wealth Advisors
California
$270K -$19K -60 -7%
VCAM
3806
Van Cleef Asset Management
Ohio
$269K +$632 +2 +0.2%
GB
3807
Goepper Burkhardt
South Carolina
$269K -$19.6K -62 -7%
OFS
3808
Oldfather Financial Services
Nebraska
$269K -$632 -2 -0.2%
IW
3809
Instrumental Wealth
Florida
$267K +$15K +43 +6%
UOTTAIMCU
3810
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$267K
MCM
3811
Mengis Capital Management
Oregon
$267K +$267K +846 New
TCTWM
3812
Three Cord True Wealth Management
Pennsylvania
$267K +$267K +844 New
TIM
3813
Total Investment Management
Arizona
$266K +$266K +843 New
NIP
3814
Nicholas Investment Partners
California
$266K +$266K +842 New
WMWM
3815
Wilkins Miller Wealth Management
Alabama
$266K +$266K +841 New
RWM
3816
Rialto Wealth Management
New York
$265K +$265K +840 New
RW
3817
RVW Wealth
California
$265K +$1.26K +4 +0.5%
AIA
3818
Accelerate Investment Advisors
California
$265K +$6.95K +22 +3%
EF
3819
Exeter Financial
Arizona
$265K
SNBOSCI
3820
Security National Bank of Sioux City Iowa
Iowa
$264K -$1.58K -5 -0.6%
VW
3821
Veridan Wealth
Oregon
$264K +$264K +764 New
EMAM
3822
Encompass More Asset Management
California
$264K -$30.3K -96 -10%
FMP
3823
Financial Management Professionals
Texas
$264K -$9.17K -29 -3%
SP
3824
Symmetry Partners
Connecticut
$264K +$8.85K +28 +3%
IF
3825
Ironwood Financial
Arizona
$264K