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 %
EW
3876
Enzi Wealth
Texas
$246K +$7.77K +24 +3%
RFA
3877
Register Financial Advisors
Georgia
$246K +$5.37K +17 +2%
AAIM
3878
Asset Advisors Investment Management
Georgia
$246K
WWM
3879
Whalen Wealth Management
Nevada
$245K
FPW
3880
Fairvoy Private Wealth
Alabama
$245K +$245K +776 New
GWWM
3881
Great Waters Wealth Management
Minnesota
$245K -$6.96K -22 -3%
SCA
3882
Sulzberger Capital Advisors
Florida
$244K +$244K +773 New
KNFPWM
3883
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$244K -$632 -2 -0.3%
NWM
3884
Northwest Wealth Management
Iowa
$244K +$244K +771 New
CI
3885
Chartist Inc
California
$243K
EARNEST Partners
3886
EARNEST Partners
Georgia
$243K
WAG
3887
Wheelhouse Advisory Group
Missouri
$242K +$11.4K +36 +5%
TFO
3888
Tarbox Family Office
California
$241K +$3.79K +12 +2%
CNC
3889
Citizens & Northern Corp
Pennsylvania
$241K +$241K +763 New
STB
3890
S&T Bank
Pennsylvania
$241K +$1.9K +6 +0.8%
V
3891
ViaWealth
Kansas
$241K +$3.79K +12 +2%
HGA
3892
Hobbs Group Advisors
South Carolina
$241K
BCM
3893
Beck Capital Management
Texas
$241K +$241K +761 New
SM
3894
Sensible Money
Arizona
$240K
NJBEST
3895
New Jersey Better Educational Savings Trust
New Jersey
$240K
TFGT
3896
TS Financial Group (TSFG)
Illinois
$239K +$1.58K +5 +0.7%
WCG
3897
Weaver Consulting Group
California
$239K -$3.16K -10 -1%
PWM
3898
Partners Wealth Management
California
$239K +$239K +756 New
BSTWA
3899
Blake Schutter Theil Wealth Advisors
Ohio
$238K -$1.41M -4,450 -86%
CCA
3900
Cadent Capital Advisors
Oklahoma
$238K -$61.3K -194 -20%