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 %
PCM
1376
Poehling Capital Management
Wisconsin
$7.12M -$4.11K -13 -0.1%
AWA
1377
Arete Wealth Advisors
Illinois
$7.09M +$1.16M +3,659 +20%
MCCP
1378
Mission Creek Capital Partners
California
$7.09M +$98.3K +311 +1%
BDA
1379
Borer Denton & Associates
Pennsylvania
$7.06M -$67.3K -213 -0.9%
PM
1380
Phraction Management
Connecticut
$7.06M
CF
1381
Clarity Financial
Texas
$7.01M +$54.4K +172 +0.8%
ECM
1382
Evergreen Capital Management
Washington
$7.01M +$1.26K +4 +0%
DS
1383
DRW Securities
Illinois
$7.01M +$5.29M +16,729 +307%
CWA
1384
Clarity Wealth Advisors
California
$6.99M +$174K +551 +3%
CA
1385
Cornerstone Advisory
Maryland
$6.98M -$120K -338 -2%
RWM
1386
RBA Wealth Management
California
$6.97M +$12.6K +40 +0.2%
FAIM
1387
Financial Advocates Investment Management
Washington
$6.95M -$1.28M -4,060 -16%
SC
1388
Sawyer & Company
Massachusetts
$6.95M +$64.8K +205 +0.9%
CM
1389
Caption Management
Oklahoma
$6.95M +$632K +2,000 +10%
PIA
1390
Petredis Investment Advisors
Pennsylvania
$6.95M -$74.3K -235 -1%
AWAU
1391
Alliance Wealth Advisors (Utah)
Utah
$6.93M +$111K +352 +2%
OPW
1392
Osprey Private Wealth
New York
$6.91M -$1.58K -5 -0%
PWS
1393
Peterson Wealth Services
Utah
$6.91M +$125K +396 +2%
MWM
1394
Meridian Wealth Management
Kentucky
$6.91M +$375K +1,186 +6%
BFA
1395
Benedict Financial Advisors
Georgia
$6.9M +$69.5K +220 +1%
CTC (Chicago Trading Company)
1396
CTC (Chicago Trading Company)
Illinois
$6.9M +$339K +1,072 +5%
HDA
1397
Harold Davidson & Associates
California
$6.89M +$6.89M +21,793 New
KCPG
1398
Kavar Capital Partners Group
Kansas
$6.88M +$112K +354 +2%
HDIM
1399
Hanson & Doremus Investment Management
Vermont
$6.87M +$380K +1,203 +6%
SWA
1400
SFMG Wealth Advisors
Texas
$6.83M -$43.3K -137 -0.6%