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 %
TCM
1326
Twin Capital Management
Pennsylvania
$7.69M +$727K +2,299 +10%
Verition Fund Management
1327
Verition Fund Management
Connecticut
$7.68M +$743K +2,350 +11%
IAS
1328
Insigneo Advisory Services
Florida
$7.68M -$253K -801 -3%
SC
1329
Scholtz & Company
Connecticut
$7.68M -$115K -364 -1%
CIG
1330
Consolidated Investment Group
Colorado
$7.68M
EWM
1331
Executive Wealth Management
Michigan
$7.68M +$264K +835 +4%
AC
1332
Asio Capital
Kentucky
$7.66M -$85.6K -271 -1%
SCM
1333
Sitrin Capital Management
California
$7.66M +$62.3K +197 +0.8%
PPA
1334
Painted Porch Advisors
California
$7.66M -$3.94M -12,469 -34%
PWM
1335
Purus Wealth Management
California
$7.65M -$41.4K -131 -0.5%
OWP
1336
Obermeyer Wealth Partners
Colorado
$7.64M +$828K +2,619 +12%
CT
1337
Clearstead Trust
Maine
$7.64M -$25K -79 -0.3%
SW
1338
SteelPeak Wealth
California
$7.64M -$65.1K -206 -0.8%
HW
1339
Hedeker Wealth
Illinois
$7.61M -$44.9K -142 -0.6%
LMIM
1340
Lockheed Martin Investment Management
Maryland
$7.59M -$101K -320 -1%
FNB
1341
Farmers National Bank
Kentucky
$7.59M +$7.59M +24,004 New
SI
1342
Symmetry Investments
Jersey
$7.58M -$632K -2,000 -8%
UCMOK
1343
United Capital Management of KS
Kansas
$7.58M +$169K +536 +2%
DBG
1344
De Burlo Group
Massachusetts
$7.57M -$371K -1,175 -5%
BB
1345
Berkshire Bank
Massachusetts
$7.54M -$168K -530 -2%
CS
1346
Cannell & Spears
New York
$7.54M -$249K -787 -3%
CGA
1347
Channing Global Advisors
Florida
$7.53M +$2.26M +7,143 +43%
BZWA
1348
Blue Zone Wealth Advisors
California
$7.53M +$165K +523 +2%
SAM
1349
Smartleaf Asset Management
Massachusetts
$7.51M +$1.19M +3,762 +19%
WPC
1350
Wedmont Private Capital
Pennsylvania
$7.49M +$658K +2,137 +10%