V icon

Visa
V

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 %
SSWM
876
Sheets Smith Wealth Management
North Carolina
$17.8M -$60.7K -192 -0.3%
OFS
877
OMC Financial Services
New York
$17.8M +$224K +708 +1%
CAM
878
Columbia Asset Management
Michigan
$17.8M -$817K -2,586 -4%
CIA
879
Covington Investment Advisors
Pennsylvania
$17.8M -$109K -344 -0.6%
USCWA
880
U.S. Capital Wealth Advisors
Texas
$17.8M +$796K +2,518 +5%
GC
881
Grimes & Company
Massachusetts
$17.7M -$15.5K -49 -0.1%
LF
882
Longbow Finance
Switzerland
$17.6M +$5.85M +18,508 +50%
TSS
883
Thomas Story & Son
Indiana
$17.6M -$201K -635 -1%
RCWMU
884
Rothschild & Co Wealth Management (UK)
United Kingdom
$17.6M +$66.4K +210 +0.4%
RSVP
885
Ramsay Stattman Vela & Price
Colorado
$17.6M +$60.7K +192 +0.3%
TA
886
TruWealth Advisors
Louisiana
$17.6M +$287K +909 +2%
FCT
887
Family Capital Trust
Massachusetts
$17.5M +$8.78M +29,703 +100%
PWP
888
Perfromance Wealth Partners
Illinois
$17.5M -$200K -632 -1%
AAF
889
Andra AP-fonden
Sweden
$17.5M +$8.34M +26,400 +91%
NIM
890
Nexus Investment Management
Ontario, Canada
$17.4M -$378K -1,195 -2%
AWM
891
Axxcess Wealth Management
California
$17.4M +$147K +466 +0.9%
BONST
892
Bank of Nova Scotia Trust
Ontario, Canada
$17.4M -$50.6K -160 -0.3%
TF
893
Threadgill Financial
Texas
$17.4M +$28.8K +91 +0.2%
NMIMC
894
Northwestern Mutual Investment Management Company
Wisconsin
$17.3M +$609K +1,926 +4%
TF
895
Talbot Financial
Washington
$17.3M -$115K -363 -0.7%
BSI
896
Bennett Selby Investments
Maine
$17.3M +$71.7K +227 +0.4%
PR
897
Payden & Rygel
California
$17.3M -$1.9M -6,000 -10%
MCP
898
Meridiem Capital Partners
Texas
$17.3M +$17.3M +54,595 New
MLL
899
Moody Lynn & Lieberson
Massachusetts
$17.2M +$1.65M +5,220 +11%
CWM
900
Cabot Wealth Management
Massachusetts
$17.1M -$95.1K -301 -0.6%
34 35
36
37 38