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 %
CFGS
1276
Concourse Financial Group Securities
Alabama
$8.31M -$243K -750 -3%
SCM
1277
Shorepath Capital Management
Utah
$8.3M -$204K -647 -2%
MG
1278
McHugh Group
Ohio
$8.3M +$8.3M +26,261 New
PCP
1279
Proficio Capital Partners
Massachusetts
$8.3M +$1.01M +3,191 +14%
MWA
1280
Meridian Wealth Advisors
Texas
$8.28M +$179K +566 +2%
FCP
1281
Fidelis Capital Partners
Florida
$8.26M +$905K +2,618 +12%
AG
1282
AlTi Global
New York
$8.25M +$252K +796 +3%
MCM
1283
Mattern Capital Management
Colorado
$8.24M +$353K +1,118 +4%
TWP
1284
Tyche Wealth Partners
Texas
$8.24M -$97K -307 -1%
FFWA
1285
FRG Family Wealth Advisors
Washington
$8.22M -$44.2K -140 -0.5%
ECML
1286
Eagle Capital Management (Louisiana)
Louisiana
$8.22M -$9.8K -31 -0.1%
JSP
1287
Jackson Square Partners
California
$8.22M -$1.86M -5,872 -18%
CWM
1288
CMH Wealth Management
New Hampshire
$8.21M +$87.5K +277 +1%
RAM
1289
Redmond Asset Management
Virginia
$8.16M +$2.7M +8,549 +50%
MGAM
1290
McGowan Group Asset Management
Texas
$8.15M +$84.1K +266 +1%
GMA
1291
Glassy Mountain Advisors
Maryland
$8.13M +$44.6K +141 +0.6%
EFS
1292
Essex Financial Services
Connecticut
$8.12M +$350K +1,109 +5%
CCT
1293
Capital City Trust
Florida
$8.12M +$83.4K +264 +1%
HPIA
1294
Hamilton Point Investment Advisors
North Carolina
$8.1M +$136K +431 +2%
JWCA
1295
J.W. Cole Advisors
Florida
$8.1M -$64.8K -205 -0.8%
GIM
1296
Goelzer Investment Management
Indiana
$8.08M -$224K -710 -3%
VIP
1297
Vantage Investment Partners
Missouri
$8.07M -$474K -1,500 -6%
MSA
1298
MUFG Securities Americas
New York
$8.06M +$8.06M +25,510 New
LWMM
1299
Legacy Wealth Management (Mississippi)
Mississippi
$8.06M -$563K -1,783 -7%
GWM
1300
Geneos Wealth Management
Colorado
$8.05M -$168K -532 -2%