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 %
ODFS
3976
O'Donnell Financial Services
California
$217K
CP
3977
Creekside Partners
California
$216K +$216K +684 New
DWS
3978
Dynamic Wealth Strategies
California
$216K +$316 +1 +0.1%
MPW
3979
Magnolia Private Wealth
Pennsylvania
$216K +$216K +682 New
PFG
3980
Pinnacle Financial Group
Illinois
$215K +$215K +681 New
SWMG
3981
Signature Wealth Management Group
Georgia
$215K +$215K +681 New
PA
3982
Planning Alternatives
Michigan
$215K +$215K +680 New
PGA
3983
Portland Global Advisors
Maine
$215K +$215K +680 New
T
3984
Tableaux
Massachusetts
$215K +$215K +679 New
CW
3985
Code Waechter
Florida
$215K -$55.3K -175 -20%
CYG
3986
Clean Yield Group
Vermont
$215K
FA
3987
Financial Avengers
California
$214K +$316 +1 +0.1%
FA
3988
FSA Advisors
Michigan
$214K +$214K +681 New
GRA
3989
Golden Road Advisors
Florida
$213K +$213K +675 New
PAYA
3990
Phil A. Younker & Associates
Alaska
$213K +$213K +675 New
IDA
3991
Intelligence Driven Advisers
California
$213K +$213K +675 New
SEP
3992
Southland Equity Partners
Missouri
$213K +$213K +675 New
WPIC
3993
White Pine Investment Company
Michigan
$213K +$213K +675 New
SG
3994
Strid Group
Pennsylvania
$212K +$212K +672 New
MWM
3995
Marion Wealth Management
Pennsylvania
$212K +$212K +671 New
AA
3996
AlphaCentric Advisors
Puerto Rico
$212K -$6.01K -19 -3%
SIC
3997
SFE Investment Counsel
California
$212K +$212K +671 New
WB
3998
West Bancorporation
Iowa
$212K +$212K +671 New
PIA
3999
Panoramic Investment Advisors
Colorado
$211K +$211K +669 New
CCP
4000
Clarity Capital Partners
California
$211K +$211K +669 New