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 %
EPW
4001
Evergreen Private Wealth
Colorado
$211K +$632 +2 +0.3%
CCA
4002
Clearwater Capital Advisors
Illinois
$211K +$211K +668 New
CFG
4003
Clayton Financial Group
Missouri
$211K +$211K +667 New
SH
4004
SLT Holdings
Arizona
$210K +$210K +665 New
VCWM
4005
Vista Cima Wealth Management
Arizona
$210K +$210K +665 New
AWMG
4006
Alliance Wealth Management Group
New Jersey
$210K +$210K +665 New
AWM
4007
AllSquare Wealth Management
New York
$210K
PFA
4008
Pinnacle Family Advisors
Missouri
$209K +$209K +662 New
EFP
4009
Elser Financial Planning
Indiana
$209K +$209K +661 New
CMS
4010
Capital Market Strategies
Florida
$209K +$209K +660 New
MB
4011
Mizuho Bank
Japan
$209K +$19K +60 +10%
RAG
4012
RIA Advisory Group
Iowa
$208K -$36.7K -116 -15%
TLFA
4013
True Link Financial Advisors
California
$208K +$208K +659 New
SPP
4014
Single Point Partners
Massachusetts
$208K +$208K +658 New
EA
4015
Ergawealth Advisors
Illinois
$208K -$44.6K -141 -18%
BMD
4016
Better Money Decisions
New Mexico
$207K +$207K +656 New
BIA
4017
BHK Investment Advisors
Alabama
$207K -$76.8K -243 -27%
GPW
4018
Gray Private Wealth
Massachusetts
$207K +$207K +655 New
WIP
4019
WealthCare Investment Partners
Rhode Island
$207K +$207K +658 New
CC
4020
Climber Capital
Switzerland
$207K +$207K +655 New
TI
4021
tru Independence
Oregon
$207K +$207K +654 New
KCM
4022
Kendall Capital Management
Maryland
$205K -$34.8K -110 -15%
2L
4023
25 LLC
Missouri
$205K +$205K +648 New
SPAS
4024
Spectrum Planning & Advisory Services
California
$205K +$205K +648 New
BOSSRA
4025
B.O.S.S. Retirement Advisors
Utah
$205K -$5.52M -17,458 -96%