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 %
IAM
1251
Infusive Asset Management
New York
$8.8M -$2.94M -9,288 -25%
NFC
1252
Northstar Financial Companies
Pennsylvania
$8.78M +$8.78M +27,791 New
IIM
1253
Ipswich Investment Management
Massachusetts
$8.73M +$194K +615 +2%
TPA
1254
Trivium Point Advisory
Connecticut
$8.58M +$574K +1,817 +7%
CHC
1255
City Holding Co
West Virginia
$8.57M +$19.3K +61 +0.2%
SLI
1256
Sumitomo Life Insurance
Japan
$8.53M -$170K -537 -2%
STA
1257
Summit Trail Advisors
New York
$8.53M +$2.01M +6,350 +31%
CWG
1258
Cornerstone Wealth Group
North Carolina
$8.52M -$3.91M -12,373 -31%
SW
1259
SlateStone Wealth
Florida
$8.5M +$100K +317 +1%
JAM
1260
JCIC Asset Management
Ontario, Canada
$8.48M +$117K +370 +1%
WCA
1261
Waratah Capital Advisors
Ontario, Canada
$8.47M +$6.16M +19,486 +266%
HA
1262
Herold Advisors
New York
$8.46M -$314K -995 -4%
VAS
1263
Valicenti Advisory Services
New York
$8.44M -$149K -472 -2%
AWP
1264
Ascent Wealth Partners
New York
$8.44M +$312K +988 +4%
SC
1265
Settian Capital
New York
$8.44M
LOPW
1266
Live Oak Private Wealth
North Carolina
$8.43M -$98.3K -311 -1%
SFP
1267
Shepherd Financial Partners
Massachusetts
$8.43M +$50.6K +160 +0.6%
NG
1268
Norden Group
Utah
$8.43M -$166K -526 -2%
BCFD
1269
Boit C.F. David
$8.42M
TIM
1270
Tikehau Investment Management
France
$8.41M -$2.16M -6,825 -20%
NFG
1271
Nations Financial Group
Iowa
$8.38M -$2.71M -8,583 -24%
CI
1272
Conning Inc
Connecticut
$8.38M -$212K -671 -2%
FSA
1273
Fort Sheridan Advisors
Illinois
$8.34M +$44.9K +142 +0.5%
DFA
1274
Delta Financial Advisors
Louisiana
$8.33M -$18K -57 -0.2%
RCM
1275
RB Capital Management
Nevada
$8.32M +$27.5K +87 +0.3%