V icon

Visa
V

Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.24B
2
BlackRock
BlackRock
New York
+$1.79B
3
State Street
State Street
Massachusetts
+$1.47B
4
Northern Trust
Northern Trust
Illinois
+$880M
5
DZ Bank
DZ Bank
Germany
+$824M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.06B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$1.26B
4
SG Americas Securities
SG Americas Securities
New York
-$1.25B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
1601
Pinnacle Bancorp
Nebraska
$4.97M -$282K -891 -5%
WR
1602
WD Rutherford
Oregon
$4.97M -$97.7K -309 -2%
CFS
1603
CRA Financial Services
New Jersey
$4.97M -$124K -393 -2%
KWA
1604
Kingswood Wealth Advisors
California
$4.97M -$4.65M -14,712 -48%
RCM
1605
Rockbridge Capital Management
Virginia
$4.96M +$4.96M +15,698 New
TAI
1606
Terra Alpha Investments
District of Columbia
$4.95M +$4.95M +15,675 New
PWM
1607
Palumbo Wealth Management
New York
$4.95M +$342K +1,083 +7%
VIA
1608
Vickerman Investment Advisors
Washington
$4.94M -$73.3K -232 -1%
ESB
1609
Essex Savings Bank
Connecticut
$4.93M +$55K +174 +1%
ILI
1610
Invesco LLC (Illinois)
Illinois
$4.92M +$109K +346 +2%
RF
1611
Robbins Farley
New Hampshire
$4.92M +$141K +446 +3%
OPW
1612
Oxler Private Wealth
New York
$4.89M +$8.53K +27 +0.2%
BB
1613
Busey Bank
Illinois
$4.89M -$183K -579 -4%
FFS
1614
Founders Financial Securities
Maryland
$4.84M +$151K +478 +3%
MM
1615
Meridian Management
Arkansas
$4.83M -$223K -707 -4%
HFM
1616
Hartford Financial Management
Connecticut
$4.83M -$133K -421 -3%
JCM
1617
Jag Capital Management
Missouri
$4.83M +$57.8K +183 +1%
LBWM
1618
Left Brain Wealth Management
Illinois
$4.83M -$5.69K -18 -0.1%
UAS
1619
United Asset Strategies
New York
$4.83M +$134K +423 +3%
OM
1620
OV Management
Minnesota
$4.82M +$312K +986 +7%
NW
1621
Naviter Wealth
Arkansas
$4.82M +$1.12M +3,552 +30%
JCM
1622
Jacobi Capital Management
Pennsylvania
$4.82M -$112K -353 -2%
AC
1623
Avestar Capital
New York
$4.81M -$67.6K -214 -1%
HB
1624
HTLF Bank
Colorado
$4.81M -$160K -506 -3%
CIAS
1625
Capital Investment Advisory Services
North Carolina
$4.8M +$25.6K +81 +0.5%
63 64
65
66 67