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 %
PF
4026
Penney Financial
Texas
$204K +$204K +645 New
MIM
4027
Marshall Investment Management
Colorado
$203K +$203K +737 New
CA
4028
Cumberland Advisors
Florida
$202K +$202K +640 New
PCM
4029
PAR Capital Management
Massachusetts
$202K +$202K +640 New
CFG
4030
Cosner Financial Group
Colorado
$202K +$202K +640 New
RIA
4031
RPG Investment Advisory
California
$201K +$201K +636 New
MAM
4032
Montchanin Asset Management
Delaware
$201K +$201K +637 New
AWM
4033
Adams Wealth Management
Utah
$201K +$201K +635 New
CI
4034
CacheTech Inc
Utah
$201K +$201K +635 New
PWM
4035
Provident Wealth Management
Tennessee
$200K +$200K +634 New
GSC
4036
G&S Capital
Colorado
$200K +$200K +633 New
KBFS
4037
Kohmann Bosshard Financial Services
Ohio
$196K +$196K +621 New
AP
4038
Atwood & Palmer
Missouri
$196K +$4.11K +13 +2%
FCMT
4039
Founders Capital Management (Texas)
Texas
$196K
CFP
4040
Comprehensive Financial Planning
Pennsylvania
$193K +$193K +612 New
DCBT
4041
Dakota Community Bank & Trust
North Dakota
$193K +$11.1K +35 +6%
BC
4042
Barrett & Company
Rhode Island
$188K +$4.74K +15 +3%
TC
4043
Truvestments Capital
Florida
$188K +$35.1K +111 +23%
TAM
4044
Tucker Asset Management
Colorado
$186K -$1.26K -4 -0.7%
WAG
4045
Wiser Advisor Group
Arizona
$185K +$316 +1 +0.2%
TC
4046
Tacita Capital
Ontario, Canada
$185K +$43.9K +139 +31%
TCM
4047
Tradewinds Capital Management
Washington
$182K +$48.4K +153 +36%
PS
4048
Pinney & Scofield
Massachusetts
$181K +$181K +574 New
BBPWM
4049
Blue Bell Private Wealth Management
Pennsylvania
$180K +$3.16K +10 +2%
RDIA
4050
RE Dickinson Investment Advisors
Iowa
$180K