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 %
MA
751
Montag & Associates
Georgia
$23.8M -$263K -832 -1%
CCM
752
Coerente Capital Management
Ontario, Canada
$23.7M -$31K -98 -0.1%
MC
753
Moors & Cabot
Massachusetts
$23.7M +$78.4K +248 +0.3%
CS
754
Central Securities
New York
$23.7M
KWMG
755
King Wealth Management Group
Florida
$23.7M +$1.95M +6,172 +9%
HC
756
Hendley & Co
Ohio
$23.7M -$131K -415 -0.6%
CIM
757
Coleford Investment Management
Canada
$23.7M +$23.7M +74,835 New
KCM
758
Kornitzer Capital Management
Kansas
$23.6M -$167K -528 -0.7%
NPPM
759
North Point Portfolio Managers
Ohio
$23.6M -$764K -2,416 -3%
DWP
760
Daymark Wealth Partners
Ohio
$23.5M -$132K -976 -0.6%
VW
761
Vantage Wealth
California
$23.5M -$333K -1,055 -1%
FMII
762
Farmers & Merchants Investments Inc
Nebraska
$23.4M +$505K +1,598 +2%
AFIA
763
America First Investment Advisors
Nebraska
$23.4M -$391K -1,237 -2%
TTWM
764
TCV Trust & Wealth Management
Virginia
$23.2M -$139K -439 -0.6%
HWM
765
Heirloom Wealth Management
Colorado
$23.2M +$1.52M +4,806 +7%
ERIM
766
Eagle Ridge Investment Management
Connecticut
$23M -$551K -1,744 -2%
AJ
767
Ashburton (Jersey)
Jersey
$23M +$6.02M +19,057 +35%
SCA
768
Snowden Capital Advisors
New York
$23M -$346K -1,094 -1%
SAM
769
Stansberry Asset Management
Texas
$22.9M -$136K -429 -0.6%
CLC
770
Charles-Lim Capital
Hong Kong
$22.9M -$64M -202,609 -74%
FCH
771
Freestone Capital Holdings
Washington
$22.8M +$7.9K +25 +0%
PIM
772
Penobscot Investment Management
Massachusetts
$22.8M -$422K -1,334 -2%
TW
773
Trajan Wealth
Arizona
$22.6M +$1.22M +3,851 +6%
CCG
774
Cypress Capital Group
Florida
$22.6M -$600K -1,898 -3%
CCM
775
Copeland Capital Management
Pennsylvania
$22.5M -$3.62M -11,440 -14%