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 %
BW
3851
BXM Wealth
Colorado
$254K +$254K +804 New
SM
3852
Salzhauer Michael
$253K
KWM
3853
Kanen Wealth Management
Florida
$253K
LFA
3854
LGT Financial Advisors
Texas
$253K +$253K +800 New
AMG
3855
Asset Management Group
Connecticut
$253K +$316 +1 +0.1%
TA
3856
TrueWealth Advisors
Alabama
$253K -$948 -3 -0.4%
MWM
3857
Massachusetts Wealth Management
Massachusetts
$253K
TMWM
3858
Taylor & Morgan Wealth Management
Michigan
$252K +$316 +1 +0.1%
FIM
3859
Fruth Investment Management
Texas
$252K
VPP
3860
Vertex Planning Partners
Illinois
$252K +$252K +797 New
FNBTCON
3861
First National Bank & Trust Co of Newtown
Pennsylvania
$252K
BGAI
3862
Bruce G. Allen Investments
Colorado
$251K -$1.26K -4 -0.5%
JWS
3863
Juncture Wealth Strategies
Arizona
$250K -$13.3K -42 -5%
BA
3864
Ballew Advisors
Mississippi
$249K +$307 +1 +0.1%
RRCM
3865
Rappaport Reiches Capital Management
Illinois
$249K +$3.16K +10 +1%
WAM
3866
WealthTrust Asset Management
Florida
$249K +$249K +789 New
HCM
3867
HMS Capital Management
Tennessee
$249K
SCM
3868
Sterneck Capital Management
Missouri
$248K +$248K +785 New
HWMC
3869
Heritage Wealth Management (California)
California
$248K +$248K +784 New
SL
3870
Salomon & Ludwin
Virginia
$247K -$127K -401 -34%
VWM
3871
Verus Wealth Management
Wisconsin
$247K +$247K +782 New
HI
3872
Humankind Investments
New York
$247K -$25.6K -81 -9%
FCT
3873
First Community Trust
Iowa
$247K
AW
3874
Apricus Wealth
South Carolina
$247K +$632 +2 +0.3%
PSCM
3875
Per Stirling Capital Management
Texas
$247K -$398K -1,261 -62%