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 %
LFS
3951
Lutz Financial Services
Nebraska
$224K +$224K +710 New
HCWM
3952
Hidden Cove Wealth Management
Washington
$223K +$223K +707 New
RWP
3953
Ridgecrest Wealth Partners
California
$222K +$222K +704 New
BWIA
3954
Bryant Woods Investment Advisors
New York
$222K -$15.8K -50 -7%
LFA
3955
Lauterbach Financial Advisors
Texas
$222K +$222K +702 New
BWM
3956
Bosman Wealth Management
California
$222K +$222K +702 New
MLA
3957
MB, Levis & Associates
Pennsylvania
$221K
BAM
3958
BOCHK Asset Management
Hong Kong
$221K -$94.8K -300 -30%
HP
3959
Highlander Partners
Texas
$221K
VFG
3960
V2 Financial group
Illinois
$221K +$221K +700 New
PIA
3961
Prakash Investment Advisors
Massachusetts
$221K +$221K +700 New
SC
3962
Slow Capital
California
$221K +$221K +700 New
SIA
3963
Summit Investment Advisors
Maryland
$221K +$221K +621 New
VR
3964
Valued Retirements
Texas
$221K +$221K +698 New
CAM
3965
Councilmark Asset Management
Tennessee
$220K +$220K +697 New
BCI
3966
Blue Capital Inc
Nebraska
$220K +$220K +696 New
PI
3967
Parkside Investments
Illinois
$219K +$219K +694 New
PI
3968
Pachira Investments
California
$219K +$219K +695 New
LGW
3969
Leslie Global Wealth
Illinois
$219K +$219K +693 New
AWM
3970
Altus Wealth Management
Kentucky
$218K +$218K +691 New
RP
3971
Rowlandmiller & Partners
Georgia
$218K +$7.91K +25 +4%
RA
3972
Riverstone Advisors
Texas
$217K +$217K +688 New
RW
3973
REDW Wealth
New Mexico
$217K -$699K -2,213 -76%
RIM
3974
Reliant Investment Management
Tennessee
$217K +$217K +687 New
CS
3975
Capital Square
Tennessee
$217K +$217K +656 New