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 %
T
4051
Transce3nd
Texas
$180K +$180K +568 New
SIM
4052
Synergy Investment Management
Florida
$179K +$179K +567 New
FCG
4053
Financial Connections Group
California
$178K +$4.72K +15 +3%
T
4054
Tidemark
California
$177K +$111K +352 +168%
MFG
4055
Mendota Financial Group
Wisconsin
$177K -$29.7K -94 -14%
CPG
4056
Cornerstone Planning Group
New Jersey
$169K +$3.01K +9 +2%
IA
4057
IFS Advisors
Kansas
$167K
PA
4058
PSI Advisors
Florida
$165K +$31.6K +100 +24%
NECFA
4059
New England Capital Financial Advisors
Connecticut
$162K +$316 +1 +0.2%
BFP
4060
Briaud Financial Planning
Texas
$162K +$162K +515 New
MTC
4061
Matrix Trust Company
Colorado
$161K +$161K +511 New
BHWM
4062
Bay Harbor Wealth Management
Maryland
$161K +$53.4K +169 +50%
BC
4063
Belmont Capital
California
$158K -$482K -1,526 -75%
MCI
4064
MRP Capital Investments
Georgia
$158K -$158K -500 -50%
CM
4065
Capula Management
Cayman Islands
$155K +$70.5K +223 +83%
HI
4066
Human Investing
Oregon
$154K +$154K +487 New
HFS
4067
Hopwood Financial Services
Virginia
$154K +$154K +487 New
TLA
4068
Tanglewood Legacy Advisors
Texas
$151K +$316 +1 +0.2%
AW
4069
Avion Wealth
Texas
$151K +$12K +38 +9%
IWM
4070
IMG Wealth Management
Florida
$149K +$149K +471 New
HWM
4071
HighMark Wealth Management
Minnesota
$147K -$316 -1 -0.2%
RDFA
4072
Ritter Daniher Financial Advisory
Ohio
$147K +$63.2K +200 +76%
AG
4073
AmeriFlex Group
Nevada
$143K +$143K +419 New
SCA
4074
Stuart Chaussee & Associates
California
$143K +$68.6K +217 +92%
RS
4075
Rakuten Securities
Japan
$143K -$247K -781 -63%