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 %
WCM
4201
WealthTrak Capital Management
Virginia
$15.5K +$15.5K +49 New
TWD
4202
True Wealth Design
Ohio
$14.8K -$92.6K -295 -86%
HRC
4203
Hoertkorn Richard Charles
$14.5K
PWA
4204
Principia Wealth Advisory
Texas
$13K +$13K +41 New
CMBA
4205
C.M. Bidwell & Associates
Hawaii
$12.6K
CWM
4206
Copia Wealth Management
Oregon
$12.6K +$12.6K +40 New
HFS
4207
HBC Financial Services
Washington
$12K
PS
4208
PayPay Securities
Japan
$11.7K -$4.11K -13 -26%
LC
4209
Luminist Capital
Michigan
$11.4K +$11.4K +36 New
PMIM
4210
Prudent Man Investment Management
Colorado
$10.7K +$10.7K +34 New
WW
4211
Winnow Wealth
Texas
$10.6K +$10.6K +34 New
CF
4212
Conquis Financial
California
$9.8K +$9.8K +31 New
MFT
4213
Moisand Fitzgerald Tamayo
Florida
$9.19K -$1.9K -6 -17%
SA
4214
SRH Advisors
Kansas
$8.85K
LIM
4215
Longfellow Investment Management
Massachusetts
$8.85K
NS
4216
NBC Securities
Alabama
$8.43K -$9.63M -29,712 -100%
PAM
4217
Parvin Asset Management
South Dakota
$7.9K +$7.9K +25 New
GFL
4218
Granite FO LLC
New Hampshire
$7.27K
PPWM
4219
PFG Private Wealth Management
Florida
$5.71K
PWM
4220
Parkworth Wealth Management
California
$5.69K +$5.69K +18 New
SWM
4221
Sanctuary Wealth Management
Idaho
$4.43K
FC
4222
Family CFO
California
$3.79K +$3.79K +12 New
MIA
4223
MeadowBrook Investment Advisors
Michigan
$3.16K
MBFW
4224
Morton Brown Family Wealth
Pennsylvania
$3.16K
FS
4225
Financially Speaking
Colorado
$2.84K +$2.84K +9 New