4,225 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, 1,642 increasing their positions, 1,599 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,225
Holders Change
+391
Holders Change %
+10.2%
% of All Funds
56.26%
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
1,642
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 %
CSIA
4301
Carl Stuart Investment Advisor
Texas
-$291K -1,058 Closed
CCM
4302
Campbell Capital Management
Florida
-$275K -1,000 Closed
TCMP
4303
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$271K -986 Closed
AFP
4304
Alpha Financial Partners
Kentucky
-$267K -973 Closed
SFP
4305
Sterling Financial Planning
New Jersey
-$266K -968 Closed
ORAM
4306
One River Asset Management
Connecticut
-$262K -951 Closed
BWA
4307
BlueSky Wealth Advisors
North Carolina
-$258K -940 Closed
TAM
4308
TCP Asset Management
Ohio
-$257K -936 Closed
APM
4309
Advanced Portfolio Management
New York
-$251K -913 Closed
AHB
4310
Abner Herrman & Brock
New Jersey
-$235K -854 Closed
SKK
4311
Shepherd Kaplan Krochuk
Massachusetts
-$230K -836 Closed
PFA
4312
Pettinga Financial Advisors
Indiana
-$228K -829 Closed
SJGA
4313
Stephen J. Garry & Associates
New York
-$227K -825 Closed
PWA
4314
Providence Wealth Advisors
Illinois
-$224K -788 Closed
HBWM
4315
Hollow Brook Wealth Management
New York
-$211K -766 Closed
OCM
4316
Objective Capital Management
Ohio
-$210K -764 Closed
RSA
4317
River Street Advisors
Illinois
-$129K -469 Closed
IAIM
4318
Industrial Alliance Investment Management
Quebec, Canada
-$98K -355 Closed
CA
4319
Claris Advisors
Missouri
-$80.6K -293 Closed
RWA
4320
Redmont Wealth Advisors
Illinois
-$73.7K -268 Closed
XC
4321
XY Capital
Hong Kong
-$66.5K -242 Closed
RWM
4322
Reston Wealth Management
Virginia
-$30.5K -111 Closed
KC
4323
Kepos Capital
New York
-$29K -104 Closed
4FG
4324
4Thought Financial Group
New York
-$16.8K -61 Closed
PWM
4325
Partnership Wealth Management
Maryland
-$12.1K -44 Closed