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 %
HNW
4076
High Note Wealth
Minnesota
$140K +$140K +444 New
IWP
4077
IAG Wealth Partners
Wisconsin
$139K +$28.1K +89 +25%
HHGA
4078
Halbert Hargrove Global Advisors
California
$137K +$137K +435 New
PWMG
4079
Private Wealth Management Group
New Jersey
$137K -$632 -2 -0.5%
FGC
4080
Financial Gravity Companies
Texas
$137K -$6.32K -20 -4%
CTWM
4081
Cherry Tree Wealth Management
Minnesota
$136K
AWM
4082
Activest Wealth Management
Florida
$135K -$37.3K -118 -22%
S
4083
Sachetta
Massachusetts
$134K -$3.16K -10 -2%
OAJ
4084
Ogorek Anthony Joseph
New York
$134K +$63.2K +201 +89%
CJL
4085
Cyrus J. Lawrence
New York
$133K +$17.3K +55 +15%
CMP
4086
Coston McIsaac & Partners
Maine
$131K
SC
4087
Stephens Consulting
Michigan
$131K -$947 -3 -0.7%
LWA
4088
Lowe Wealth Advisors
Maryland
$128K -$19K -60 -13%
RTL
4089
Red Tortoise LLC
Georgia
$127K
ACA
4090
American Capital Advisory
Idaho
$126K
MAM
4091
Meeder Asset Management
Ohio
$126K -$7.27K -23 -5%
HB
4092
Horizon Bancorp
Indiana
$126K
DCM
4093
Disciplina Capital Management
Tennessee
$124K +$316 +1 +0.3%
RPA
4094
Redwood Park Advisors
California
$122K +$122K +388 New
IRC
4095
Investors Research Corp
Georgia
$122K +$316 +1 +0.3%
EA
4096
Evolution Advisers
Virginia
$120K
PA
4097
Pineridge Advisors
Missouri
$113K +$19.3K +61 +21%
BL
4098
BFSG LLC
California
$112K -$4.74K -15 -4%
GG
4099
Gleason Group
Kentucky
$111K +$316 +1 +0.3%
Q1WB
4100
Quest 10 Wealth Builders
Virginia
$105K +$105K +333 New