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 %
KF
1551
Krilogy Financial
Missouri
$5.37M +$427K +1,351 +9%
FM
1552
Family Management
New York
$5.36M +$246K +778 +5%
PDL
1553
Portfolio Design Labs
California
$5.36M +$1.23M +3,877 +30%
TCOT
1554
Trust Company of Toledo
Ohio
$5.36M +$174K +550 +3%
OHWP
1555
Oak Harbor Wealth Partners
North Carolina
$5.35M -$1.14M -3,593 -17%
GCM
1556
GKV Capital Management
California
$5.35M +$5.35M +16,925 New
PCIG
1557
Partners Capital Investment Group
Massachusetts
$5.35M +$5.35M +16,921 New
Empower Advisory Group
1558
Empower Advisory Group
Colorado
$5.34M -$451K -1,426 -8%
NB
1559
NBT Bank
New York
$5.34M -$126K -399 -2%
JF
1560
Jericho Financial
Ohio
$5.33M +$5.33M +16,872 New
SWM
1561
Sendero Wealth Management
Texas
$5.31M -$324K -1,025 -6%
SCM
1562
Sone Capital Management
New York
$5.31M +$5.31M +16,798 New
FGP
1563
Foyston, Gordon, & Payne
Ontario, Canada
$5.3M -$6.95K -22 -0.1%
OAM
1564
Oak Asset Management
California
$5.29M -$16.4K -52 -0.3%
FMB
1565
Field & Main Bank
Kentucky
$5.29M -$28.1K -89 -0.5%
SEEDPG
1566
S.E.E.D. Planning Group
New York
$5.27M -$254K -805 -5%
APTFM
1567
AGUR Provident & Training Funds Management
Israel
$5.26M -$2.15M -6,790 -29%
CWM
1568
Connecticut Wealth Management
Connecticut
$5.26M +$19K +60 +0.4%
AFC
1569
AFT Forsyth & Company
Florida
$5.25M -$79.6K -252 -1%
CCS
1570
Concentric Capital Strategies
Connecticut
$5.25M -$566K -1,792 -10%
OAM
1571
Occidental Asset Management
California
$5.25M +$285K +902 +6%
PS
1572
Pensionfund Sabic
Netherlands
$5.25M +$1.58M +5,000 +43%
SFG
1573
SevenBridge Financial Group
Pennsylvania
$5.24M +$321K +914 +7%
LSA
1574
L & S Advisors
California
$5.22M +$4.93M +15,594 +1,695%
ECAM
1575
East Coast Asset Management
Massachusetts
$5.21M -$210K -665 -4%