4,227 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
4,227
Holders Change
+393
Holders Change %
+10.25%
% of All Funds
56.27%
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 %
HC
4151
Hurley Capital
New York
$56.1K +$56.1K +169 New
DWA
4152
Delos Wealth Advisors
Texas
$55.3K +$1.58K +5 +3%
BGA
4153
Battery Global Advisors
Massachusetts
$55K
EAM
4154
Eukles Asset Management
Ohio
$53.7K -$1.9K -6 -3%
TCM
4155
TruNorth Capital Management
Michigan
$53.7K -$316 -1 -0.6%
NWM
4156
Navigoe Wealth Management
California
$53K +$53K +170 New
JFG
4157
JDM Financial Group
Texas
$52.4K -$3.79K -12 -7%
MFA
4158
McClarren Financial Advisors
Pennsylvania
$51K -$82.1K -264 -62%
VWWMG
4159
Vermillion & White Wealth Management Group
Pennsylvania
$48.3K
ATC
4160
Advantage Trust Company
Kansas
$47.4K
MHIP
4161
Mountain Hill Investment Partners
New Jersey
$47.4K +$47.4K +150 New
MRP
4162
Measured Risk Portfolios
California
$47.4K +$47.4K +150 New
CIR
4163
Clear Investment Research
Georgia
$47.2K -$951 -3 -2%
PCM
4164
Perritt Capital Management
Illinois
$46.1K
WFA
4165
West Financial Advisors
Iowa
$45.8K
HFS
4166
Horizon Financial Services
North Carolina
$44K
SMAM
4167
Sugar Maple Asset Management
Wisconsin
$43.6K +$43.6K +138 New
DWM
4168
Dogwood Wealth Management
Kansas
$43.2K -$59.5K -189 -58%
LAMC
4169
Longview Asset Management (California)
California
$43K +$43K +136 New
CFS
4170
CGC Financial Services
Oregon
$42.7K
CWM
4171
CarsonAllaria Wealth Management
Illinois
$42.6K
CMA
4172
Cedar Mountain Advisors
Oregon
$41.1K -$7.27K -23 -15%
SIP
4173
Sellwood Investment Partners
Oregon
$40.8K +$40.8K +129 New
CFG
4174
CKW Financial Group
Hawaii
$40K
EIM
4175
Essex Investment Management
Massachusetts
$37K