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 %
MIM
4101
Meridiem Investment Management
United Kingdom
$104K +$104K +330 New
TPW
4102
Talon Private Wealth
Florida
$104K +$30K +95 +40%
BTC
4103
Bank & Trust Company
Illinois
$104K
W
4104
WealthCollab
Washington
$104K
FWM
4105
FLP Wealth Management
Arkansas
$104K +$104K +328 New
NCM
4106
Northwest Capital Management
Oregon
$100K -$47.4K -150 -32%
DPW
4107
DiNuzzo Private Wealth
Pennsylvania
$100K
KFP
4108
Keener Financial Planning
Texas
$99K +$88K +280 +800%
FFA
4109
Frazier Financial Advisors
Ohio
$96.7K -$10.4K -33 -10%
KWAG
4110
Kiely Wealth Advisory Group
North Carolina
$96.6K
CJ
4111
Caitlin John
Michigan
$95.7K -$2.53K -8 -3%
BHWM
4112
Beaird Harris Wealth Management
Texas
$95.4K +$16.4K +52 +21%
VWA
4113
Valued Wealth Advisors
Utah
$95.2K +$3.8K +12 +4%
LG
4114
LAM Group
Oregon
$94.8K
PPA
4115
Pilgrim Partners Asia
Singapore
$94.8K +$94.8K +300 New
FLP
4116
Financial Life Planners
Arizona
$94.1K +$94.1K +298 New
ETS
4117
ESL Trust Services
New York
$92K +$75.9K +240 +471%
1IA
4118
1620 Investment Advisors
Massachusetts
$91K -$3.16K -10 -3%
LWMI
4119
Legacy Wealth Management (Idaho)
Idaho
$89.8K +$3.48K +10 +4%
LIS
4120
Legacy Investment Solutions
Idaho
$89.8K +$3.48K +10 +4%
RBC
4121
Roble Belko & Company
Pennsylvania
$89K
MAM
4122
Morse Asset Management
Connecticut
$87.9K +$8.85K +28 +11%
ECM
4123
Eisler Capital Management
United Kingdom
$87.1K +$87.1K +277 New
CSC
4124
Cove Street Capital
California
$86.9K
PP
4125
Pingora Partners
Wyoming
$86.9K