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 %
DCM
1076
Donaldson Capital Management
Indiana
$12M -$59.4K -188 -0.5%
SWC
1077
Spectrum Wealth Counsel
Indiana
$12M -$106K -335 -0.9%
BCM
1078
Brookstone Capital Management
Illinois
$12M -$72.1K -228 -0.6%
LCM
1079
Logan Capital Management
Pennsylvania
$11.9M -$3.26M -10,307 -21%
EWM
1080
Evercore Wealth Management
New York
$11.9M -$192K -609 -2%
MGIA
1081
Moneta Group Investment Advisors
Missouri
$11.9M +$528K +1,672 +5%
SA
1082
Strategic Advisors
New York
$11.8M +$1.02M +3,217 +9%
CCM
1083
Cohen Capital Management
California
$11.8M
BP
1084
Ballentine Partners
Massachusetts
$11.8M +$71.7K +227 +0.6%
BDL
1085
Banque de Luxembourg
Luxembourg
$11.8M +$11.8M +37,082 New
LT
1086
Legacy Trust
Michigan
$11.8M -$169K -534 -1%
FA
1087
Fagan Associates
New York
$11.8M -$98.9K -313 -0.8%
IAIM
1088
International Assets Investment Management
Florida
$11.7M -$3.06B -9,721,340 -100%
WC
1089
Woodstock Corp
Massachusetts
$11.6M +$68.9K +218 +0.6%
NAS
1090
NWF Advisory Services
California
$11.6M +$11.6M +36,841 New
BSC
1091
Brown Shipley & Co
United Kingdom
$11.6M -$518K -1,639 -4%
JPWM
1092
Jamison Private Wealth Management
Georgia
$11.6M -$33.5K -106 -0.3%
MG
1093
Mather Group
Illinois
$11.5M -$587K -1,858 -5%
KAS
1094
Kemnay Advisory Services
New York
$11.5M -$3.87M -12,258 -25%
IEFM
1095
IQ EQ Fund Management
Ireland
$11.5M -$660K -2,087 -5%
WAP
1096
Wealthcare Advisory Partners
Pennsylvania
$11.5M +$122K +386 +1%
LC
1097
Lakehouse Capital
Australia
$11.5M
NIM
1098
Nicollet Investment Management
Minnesota
$11.5M -$186K -587 -2%
CCWM
1099
Cassaday & Co Wealth Management
Virginia
$11.4M +$27.2K +86 +0.2%
FFA
1100
Farther Finance Advisors
California
$11.4M -$36.3K -115 -0.3%