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Visa
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Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.24B
2
BlackRock
BlackRock
New York
+$1.79B
3
State Street
State Street
Massachusetts
+$1.47B
4
Northern Trust
Northern Trust
Illinois
+$880M
5
DZ Bank
DZ Bank
Germany
+$824M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.06B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$1.26B
4
SG Americas Securities
SG Americas Securities
New York
-$1.25B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
MJRIC
476
Mogy Joel R Investment Counsel
California
$58.7M +$63.8K +202 +0.1%
DWM
477
Destination Wealth Management
California
$58.3M -$803K -2,541 -1%
HCM
478
Howland Capital Management
Massachusetts
$57.9M -$727K -2,299 -1%
ACA
479
Aptus Capital Advisors
Alabama
$57.7M +$9.54M +30,185 +20%
Envestnet Portfolio Solutions
480
Envestnet Portfolio Solutions
Illinois
$57.6M -$489K -1,548 -0.8%
AWM
481
AE Wealth Management
Kansas
$57M +$1.59M +5,017 +3%
GA
482
GuoLine Advisory
Singapore
$56.9M – – –
AC
483
Alfreton Capital
United Kingdom
$56.9M +$56.9M +180,000 New
KeyBank National Association
484
KeyBank National Association
Ohio
$56.9M +$784K +2,480 +1%
IC
485
IEQ Capital
California
$56.6M +$3.68M +11,647 +7%
AAS
486
Annex Advisory Services
Wisconsin
$56.2M +$8.41M +26,625 +18%
RWP
487
RWA Wealth Partners
Massachusetts
$56.2M -$1.58K -5 -0%
BFS
488
Baskin Financial Services
Ontario, Canada
$56M -$388K -1,227 -0.7%
OC
489
Oppenheimer & Co
New York
$55.9M -$1.66M -5,250 -3%
CF
490
Covea Finance
France
$55.8M +$4.42M +14,000 +9%
KPWS
491
Kestra Private Wealth Services
Texas
$55.6M +$2.93M +9,260 +6%
SRIM
492
Saratoga Research & Investment Management
California
$55.5M -$2.8M -8,845 -5%
AT
493
Avalon Trust
New Mexico
$55.4M -$75.9K -240 -0.1%
DP
494
Dundas Partners
United Kingdom
$55.3M +$4.58M +14,504 +9%
PAG
495
Private Advisor Group
New Jersey
$55.1M +$1.47M +4,663 +3%
RP
496
Riverbridge Partners
Minnesota
$54.8M -$2.32M -7,349 -4%
BP
497
BNP Paribas
France
$54.4M +$5.43M +17,130 +11%
CGH
498
Crossmark Global Holdings
Texas
$54.3M +$6.09M +19,280 +13%
BAMCO Inc
499
BAMCO Inc
New York
$54.2M +$1.77M +5,600 +3%
MME
500
Meag Munich Ergo
Germany
$54.1M +$2.41M +7,655 +5%
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