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 %
WQ
3901
Wealth Quarterback
New Jersey
$238K -$7.59K -24 -3%
WAS
3902
Wealth Advisory Solutions
Indiana
$238K -$29.4K -93 -11%
MCM
3903
MontVue Capital Management
Virginia
$237K +$237K +751 New
PAM
3904
Pegasus Asset Management
New York
$237K -$1.9K -6 -0.8%
CISOA
3905
Capital Investment Services of America
Wisconsin
$237K +$237K +750 New
WWA
3906
Wingate Wealth Advisors
Massachusetts
$237K +$237K +750 New
MIHAS
3907
Maj Invest Holding A/S
Denmark
$237K
CAM
3908
Creekmur Asset Management
Illinois
$237K
DIA
3909
Dean Investment Associates
Ohio
$237K -$24.3K -77 -9%
MA
3910
MAS Advisors
Florida
$236K
RA
3911
Resolute Advisors
California
$236K +$236K +747 New
DF
3912
Define Financial
California
$236K +$236K +747 New
PCMF
3913
Private Capital Management (Florida)
Florida
$236K -$2.53K -8 -1%
EWM
3914
Edge Wealth Management
New York
$235K
CIA
3915
Cladis Investment Advisory
Montana
$235K
VNA
3916
Valley National Advisers
Pennsylvania
$235K +$116K +368 +98%
SWM
3917
Silverlake Wealth Management
Vermont
$235K
SFG
3918
Synergy Financial Group
California
$233K +$233K +738 New
TWM
3919
Tanager Wealth Management
United Kingdom
$233K -$16.7K -53 -7%
SSF
3920
Southern Style Financial
California
$232K +$232K +734 New
VPF
3921
Vantage Point Financial
Illinois
$232K +$232K +735 New
CFP
3922
Curran Financial Partners
South Carolina
$232K +$232K +735 New
WWM
3923
Waterway Wealth Management
Texas
$232K +$232K +733 New
IPW
3924
Invictus Private Wealth
Colorado
$232K -$1.58K -5 -0.7%
SC
3925
Stance Capital
Massachusetts
$231K +$231K +732 New