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 %
EIM
4176
Essex Investment Management
Massachusetts
$37K
NA
4177
Nordwand Advisors
Pennsylvania
$36.3K
FIA
4178
FPC Investment Advisory
California
$35.9K +$28.4K +83 +377%
AAG
4179
Accordant Advisory Group
Maryland
$35.7K
OSNBOA
4180
Old Second National Bank of Aurora
Illinois
$35.4K
NC
4181
NewSquare Capital
Pennsylvania
$35.1K +$35.1K +111 New
CWM
4182
Consultiva Wealth Management
Puerto Rico
$34.8K +$34.8K +110 New
CIAS
4183
CBIZ Investment Advisory Services
Ohio
$34.5K +$2.85K +9 +9%
CPA
4184
Compass Planning Associates
Massachusetts
$32.4K +$32.4K +103 New
MA
4185
Modus Advisors
Minnesota
$31.9K +$31.9K +101 New
PIS
4186
POM Investment Strategies
North Carolina
$31K +$10.1K +32 +48%
PP
4187
PFS Partners
New Jersey
$30.8K +$315 +1 +1%
GIS
4188
Grayhawk Investment Strategies
Alberta, Canada
$27.5K
ACM
4189
Anfield Capital Management
California
$26.5K -$5.69K -18 -18%
BCPWM
4190
Bradley & Co Private Wealth Management
Florida
$26.5K +$26.5K +84 New
FG
4191
Fairman Group
Pennsylvania
$26.5K
AS
4192
Altshuler Shaham
Israel
$26.2K -$1.9K -6 -7%
DRP
4193
Decker Retirement Planning
Utah
$25.6K +$25.6K +81 New
CWA
4194
Carolina Wealth Advisors
South Carolina
$22.4K -$101K -320 -82%
MS
4195
Mizuho Securities
Japan
$22.1K -$259K -820 -92%
CFS
4196
Compass Financial Services
Iowa
$21.2K +$21.2K +67 New
FFL
4197
Financial Freedom LLC
Ohio
$21.2K
CJH
4198
Christopher J. Hasenberg
Wisconsin
$18.6K
WCM
4199
Westend Capital Management
California
$18.6K
BIM
4200
Breakwater Investment Management
Washington
$17.1K