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 %
AI
1451
AXS Investments
New York
$6.25M -$158K -501 -2%
SAM
1452
SP Asset Management
California
$6.24M +$11.7K +37 +0.2%
HAM
1453
Harmony Asset Management
Arizona
$6.24M +$40.5K +128 +0.7%
WOC
1454
West Oak Capital
California
$6.23M
IRAG
1455
Investment Research & Advisory Group
Georgia
$6.22M +$13.9K +44 +0.2%
AF
1456
Arrow Financial
New York
$6.2M -$40.5K -128 -0.6%
WAS
1457
Winch Advisory Services
Wisconsin
$6.18M -$61.3K -194 -1%
TSWM
1458
Tyler-Stone Wealth Management
Ohio
$6.17M +$19.6K +62 +0.3%
BCA
1459
Bray Capital Advisors
Florida
$6.16M -$1.3M -4,115 -17%
WIS
1460
Wright Investors Service
Connecticut
$6.14M -$1.02M -3,230 -14%
LSAG
1461
Lake Street Advisors Group
New Hampshire
$6.14M +$107K +337 +2%
CFM
1462
Capricorn Fund Managers
United Kingdom
$6.13M -$36.9K -117 -0.6%
WPW
1463
Waldron Private Wealth
Pennsylvania
$6.12M +$58.8K +186 +1%
HAIM
1464
Hunter Associates Investment Management
Pennsylvania
$6.11M -$25K -79 -0.4%
GIA
1465
Gladstone Institutional Advisory
Florida
$6.1M -$874K -2,765 -13%
TCOK
1466
Trust Company of Kansas
Kansas
$6.09M +$14.5K +46 +0.2%
TP
1467
TenCore Partners
New York
$6.08M -$7.59K -24 -0.1%
BEC
1468
Blue Edge Capital
Virginia
$6.08M +$96.4K +305 +2%
FMN
1469
Financial Management Network
California
$6.07M -$270K -858 -4%
CT
1470
Chicago Trust
Illinois
$6.06M -$420K -1,330 -6%
SIA
1471
Soltis Investment Advisors
Utah
$6.06M -$1.12M -3,545 -16%
HCP
1472
Hamilton Capital Partners
Georgia
$6.04M +$6.04M +19,103 New
KM
1473
KP Management
Minnesota
$6M
LMKC
1474
L.M. Kohn & Company
Ohio
$6M -$90.4K -286 -1%
GI
1475
GLOBALT Investments
Georgia
$5.99M +$2.84K +9 +0%