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 %
YAM
3926
Yacktman Asset Management
Texas
$231K
AWM
3927
Austin Wealth Management
Texas
$231K +$231K +723 New
RAM
3928
Roanoke Asset Management
New Jersey
$231K -$253K -800 -52%
DFA
3929
DHK Financial Advisors
New Hampshire
$230K
PWM
3930
Prosperity Wealth Management
California
$230K -$7.9K -25 -3%
UWP
3931
Uniting Wealth Partners
Kansas
$230K +$230K +727 New
KL
3932
KWMG LLC
Kansas
$230K -$3.79K -12 -2%
FS
3933
Financial Symmetry
North Carolina
$230K +$230K +727 New
DFG
3934
Dynamic Financial Group
Iowa
$230K +$230K +727 New
HFS
3935
Hoge Financial Services
Pennsylvania
$229K +$229K +725 New
SF
3936
Seros Financial
Arizona
$229K +$229K +873 New
CC
3937
Corton Capital
Ontario, Canada
$229K +$229K +725 New
WBG
3938
Wharton Business Group
Pennsylvania
$229K +$229K +724 New
POIA
3939
Pin Oak Investment Advisors
Texas
$228K
BAM
3940
Brave Asset Management
New Jersey
$228K -$7.9K -25 -3%
ADMI
3941
Albert D. Mason Inc
Massachusetts
$228K +$228K +721 New
HCP
3942
Hardin Capital Partners
South Carolina
$228K +$228K +720 New
CKAIS
3943
Christensen King & Associates Investment Services
Washington
$227K +$227K +708 New
LSA
3944
Lansing Street Advisors
Pennsylvania
$227K -$10.8K -34 -5%
FPGK
3945
Financial Partners Group (Kansas)
Kansas
$226K +$226K +716 New
WWM
3946
Wiser Wealth Management
Georgia
$226K +$226K +716 New
CWA
3947
CogentBlue Wealth Advisors
Tennessee
$226K +$226K +715 New
CAM
3948
Concorde Asset Management
Michigan
$226K +$226K +715 New
LAM
3949
Lakewood Asset Management
Illinois
$225K +$225K +712 New
MAG
3950
Mayfair Advisory Group
Alabama
$225K +$225K +712 New