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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 %
FI
851
Firetrail Investments
Australia
$19.1M +$47.6K +150 +0.2%
VI
852
Vestcor Inc
New Brunswick, Canada
$19.1M +$304K +962 +2%
RSS
853
Rosenblum Silverman Sutton
California
$18.9M -$548K -1,735 -3%
TS
854
Tamar Securities
California
$18.8M -$90.4K -286 -0.5%
HCMT
855
Highland Capital Management (Tennessee)
Tennessee
$18.8M +$1.44M +4,541 +8%
BWL
856
Bogart Wealth LLC
Virginia
$18.8M +$505K +1,599 +3%
IGGA
857
Iron Gate Global Advisors
Utah
$18.8M +$476K +1,506 +3%
DAC
858
Dividend Assets Capital
South Carolina
$18.8M +$44.2K +140 +0.2%
LGWM
859
Litman Gregory Wealth Management
California
$18.7M -$320K -1,013 -2%
MC
860
Montag & Caldwell
Georgia
$18.6M -$1.47M -4,663 -7%
CCM
861
Coldstream Capital Management
Washington
$18.6M +$757K +2,396 +4%
MGWM
862
Marks Group Wealth Management
Minnesota
$18.5M -$167K -528 -0.9%
RWM
863
Ritholtz Wealth Management
New York
$18.4M +$242K +766 +1%
KIA
864
Knollwood Investment Advisory
Maryland
$18.3M – – –
SWM
865
Spire Wealth Management
Virginia
$18.3M +$737K +2,333 +4%
SWP
866
Stratos Wealth Partners
Ohio
$18.3M -$524K -1,659 -3%
FIA
867
Foundations Investment Advisors
Arizona
$18.2M +$2.44M +7,724 +15%
WAS
868
Wesleyan Assurance Society
United Kingdom
$18.2M +$2.43M +7,680 +15%
CC
869
Criteria Caixa
Spain
$18.2M – – –
GAM
870
Groupama Asset Management
France
$18.1M -$4.08M -12,928 -18%
AIM
871
Arcadia Investment Management
Michigan
$18.1M +$623K +1,972 +4%
PAM
872
Peak Asset Management
Colorado
$18M -$97K -307 -0.5%
FNFDCM
873
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$18M -$1.05M -3,323 -6%
SWIG
874
Strategic Wealth Investment Group
Kentucky
$18M +$187K +591 +1%
RMSCM
875
R.M. Sincerbeaux Capital Management
New York
$17.9M -$917K -2,900 -5%
33 34
35
36 37