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 %
RFA
1501
ROI Financial Advisors
Oregon
$5.78M +$112K +355 +2%
BCFS
1502
Butensky & Cohen Financial Security
Florida
$5.77M -$35.7K -113 -0.6%
TLP
1503
Trinity Legacy Partners
Texas
$5.77M +$60K +190 +1%
BRCM
1504
Bright Rock Capital Management
Massachusetts
$5.77M
RWA
1505
Roberts Wealth Advisors
California
$5.77M -$25K -79 -0.4%
BKA
1506
Brick & Kyle Associates
Pennsylvania
$5.75M -$53.4K -169 -0.9%
BWM
1507
Bulltick Wealth Management
Florida
$5.75M -$572K -1,809 -9%
FHB
1508
First Hawaiian Bank
Hawaii
$5.75M -$1.65M -5,235 -22%
FNBOMD
1509
First National Bank of Mount Dora
Florida
$5.74M -$29.7K -94 -0.5%
SC
1510
Syon Capital
California
$5.73M +$376K +1,190 +7%
LTAS
1511
Linden Thomas Advisory Services
North Carolina
$5.73M +$654K +2,069 +13%
CGL
1512
Clarius Group LLC
Washington
$5.72M +$38.6K +122 +0.7%
BIM
1513
Baldwin Investment Management
Pennsylvania
$5.72M -$84.1K -266 -1%
SFA
1514
Souders Financial Advisors
Ohio
$5.71M -$1.24M -3,917 -18%
EWA
1515
EverSource Wealth Advisors
Alabama
$5.69M +$858K +2,714 +18%
AWA
1516
Arkadios Wealth Advisors
Georgia
$5.67M -$157K -496 -3%
KWM
1517
Keebeck Wealth Management
Illinois
$5.67M -$3.48K -11 -0.1%
MSAM
1518
Moloney Securities Asset Management
Missouri
$5.66M -$7.27K -23 -0.1%
SIAG
1519
Signet Investment Advisory Group
Rhode Island
$5.66M +$15.2K +48 +0.3%
FCM
1520
Fairbanks Capital Management
California
$5.65M +$11.4K +36 +0.2%
TCWA
1521
Turtle Creek Wealth Advisors
Texas
$5.63M +$296K +937 +6%
BCM
1522
Bretton Capital Management
California
$5.63M
QCG
1523
Quadrant Capital Group
Ohio
$5.62M +$248K +784 +5%
TFA
1524
Transamerica Financial Advisors
Florida
$5.62M -$151K -479 -3%
CCG
1525
Ceeto Capital Group
Florida
$5.62M -$20.5K -65 -0.4%