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 %
AIP
1001
Alapocas Investment Partners
Massachusetts
$13.9M -$31.3K -99 -0.2%
BRWA
1002
B. Riley Wealth Advisors
Florida
$13.8M -$2.96M -9,367 -18%
EF
1003
Empirical Finance
Pennsylvania
$13.8M -$29.1K -92 -0.2%
CWP
1004
CFM Wealth Partners
Texas
$13.8M +$282K +891 +2%
CUAMC
1005
China Universal Asset Management Company
China
$13.8M +$557K +1,764 +4%
BFC
1006
Blue Fin Capital
Rhode Island
$13.7M +$27.8K +88 +0.2%
QIM
1007
Quest Investment Management
Oregon
$13.7M -$1.18M -3,731 -8%
SWP
1008
Strategic Wealth Partners
Ohio
$13.7M +$803K +2,258 +6%
MIS
1009
Morningstar Investment Services
Illinois
$13.6M -$139M -441,351 -91%
BCMO
1010
Buckingham Capital Management (Ohio)
Ohio
$13.6M -$78.7K -249 -0.6%
HIMC
1011
Heritage Investors Management Corp
Maryland
$13.6M +$198K +626 +1%
AC
1012
Avenir Corporation
Virginia
$13.5M -$1.7M -5,372 -11%
VPI
1013
Value Partners Investments
Manitoba, Canada
$13.5M -$41.8M -108,650 -76%
JCM
1014
Janney Capital Management
Pennsylvania
$13.5M -$516K -1,633 -4%
Wolverine Trading
1015
Wolverine Trading
Illinois
$13.4M +$10.3M +32,657 +327%
HIP
1016
HUB Investment Partners
Texas
$13.4M +$1.06M +3,344 +9%
CFSG
1017
Community Financial Services Group
Vermont
$13.4M +$130K +412 +1%
OAM
1018
Ostrum Asset Management
France
$13.4M +$1.38M +4,382 +12%
IWA
1019
IBEX Wealth Advisors
New Jersey
$13.4M +$13.4M +42,373 New
ACA
1020
Anchor Capital Advisors
Massachusetts
$13.4M -$3.18M -10,048 -19%
MIA
1021
MMBG Investment Advisors
Florida
$13.3M
ZDA
1022
Zweig-DiMenna Associates
New York
$13.3M -$1.58M -5,000 -11%
CPL
1023
Capital & Planning LLC
Georgia
$13.3M +$13.3M +42,218 New
ECM
1024
Everence Capital Management
Indiana
$13.3M -$231K -730 -2%
ATPW
1025
Ashton Thomas Private Wealth
Arizona
$13.3M +$1.73M +5,480 +15%