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Visa
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Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.24B
2
BlackRock
BlackRock
New York
+$1.79B
3
State Street
State Street
Massachusetts
+$1.47B
4
Northern Trust
Northern Trust
Illinois
+$880M
5
DZ Bank
DZ Bank
Germany
+$824M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.06B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$1.26B
4
SG Americas Securities
SG Americas Securities
New York
-$1.25B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRI
3826
NFP Retirement Inc
California
$264K +$20.9K +66 +9%
SA
3827
Skyline Advisors
Washington
$264K -$198K -626 -43%
CCM
3828
Collar Capital Management
Wisconsin
$263K +$263K +833 New
FWM
3829
FSA Wealth Management
Massachusetts
$262K – – –
Betterment LLC
3830
Betterment LLC
New York
$262K +$11.7K +37 +5%
ACM
3831
Academy Capital Management
Texas
$262K – – –
VWM
3832
Vermillion Wealth Management
Minnesota
$262K +$262K +829 New
HCM
3833
Hilton Capital Management
New York
$262K -$15.2K -48 -5%
EAM
3834
Everstar Asset Management
North Carolina
$261K -$23.1K -73 -8%
EMFAT
3835
Emerald Mutual Fund Advisers Trust
Pennsylvania
$261K -$12.3K -39 -5%
THCM
3836
Taylor Hoffman Capital Management
Virginia
$261K – – –
CT
3837
ClearAlpha Technologies
Connecticut
$261K +$261K +825 New
HAS
3838
Holland Advisory Services
Florida
$261K – – –
TFA
3839
Trinity Financial Advisors
Ohio
$259K +$259K +824 New
PFG
3840
Prospect Financial Group
Virginia
$259K +$259K +818 New
FNWA
3841
Financial Network Wealth Advisors
Utah
$258K -$380K -1,203 -60%
AIA
3842
Alternative Investment Advisors
Florida
$258K +$632 +2 +0.2%
SGI
3843
Swan Global Investments
Colorado
$258K +$258K +816 New
GFA
3844
Gallagher Fiduciary Advisors
Illinois
$258K +$258K +815 New
WIM
3845
Westside Investment Management
California
$257K +$5.69K +18 +2%
FDDB
3846
Fidelity D&D Bancorp
Pennsylvania
$257K +$257K +813 New
BWG
3847
Beta Wealth Group
California
$257K +$3.79K +12 +1%
DW
3848
Durante & Waters
New York
$257K – – –
JF
3849
Joule Financial
Kentucky
$256K -$19.6K -62 -7%
HFS
3850
Heritage Financial Services
Massachusetts
$254K +$19K +60 +8%
152 153
154
155 156