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 %
BCWM
1301
Bartlett & Co Wealth Management
Ohio
$8M -$134K -425 -2%
IB
1302
Intrust Bank
Kansas
$8M +$84.7K +268 +1%
BFW
1303
Brady Family Wealth
Missouri
$7.99M -$228K -722 -3%
FTC
1304
Farmers Trust Company
Ohio
$7.98M -$166K -526 -2%
NP
1305
NorthRock Partners
Minnesota
$7.95M -$485K -1,536 -6%
CCM
1306
Condor Capital Management
New Jersey
$7.94M -$150K -475 -2%
BG
1307
Bahl & Gaynor
Ohio
$7.93M -$1.95M -6,178 -20%
SSA
1308
Schonfeld Strategic Advisors
New York
$7.91M -$9.18M -29,041 -54%
HSA
1309
HBK Sorce Advisory
Pennsylvania
$7.89M +$149K +473 +2%
RWM
1310
Rockline Wealth Management
New York
$7.88M +$431K +1,364 +6%
MCM
1311
McDonough Capital Management
Florida
$7.88M +$167K +527 +2%
EWM
1312
Empirical Wealth Management
Washington
$7.86M +$1.11M +3,523 +17%
DAS
1313
Diversify Advisory Services
Utah
$7.82M -$1.05M -3,405 -12%
VCM
1314
Vivaldi Capital Management
Illinois
$7.78M +$7.23M +21,620 +1,306%
SC
1315
Searle & Co
Connecticut
$7.76M +$149K +472 +2%
AIMA
1316
Ables Iannone Moore & Associates
Georgia
$7.75M -$85K -269 -1%
BA
1317
Bristlecone Advisors
Washington
$7.74M -$63.2K -200 -0.8%
KP
1318
Keel Point
Alabama
$7.74M -$181K -572 -2%
KJHP
1319
K.J. Harrison & Partners
Ontario, Canada
$7.74M -$6.29K -20 -0.1%
FHA
1320
First Horizon Advisors
Tennessee
$7.73M -$62.3K -197 -0.8%
HCM
1321
Harvey Capital Management
Florida
$7.73M -$709K -2,243 -8%
MIC
1322
Means Investment Company
Maine
$7.72M -$6.64K -21 -0.1%
ACA
1323
Atlas Capital Advisors
Wyoming
$7.71M +$7.21M +22,800 +1,425%
WANY
1324
Wealthspire Advisors (New York)
New York
$7.7M -$678K -2,146 -8%
SG
1325
StoneX Group
New York
$7.69M +$4.75M +15,031 +162%