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 %
HBT
1626
Hills Bank & Trust
Iowa
$4.8M -$53.1K -168 -1%
LFP
1627
Leeward Financial Partners
Washington
$4.79M +$174K +551 +4%
JC
1628
JB Capital
Connecticut
$4.79M -$85.3K -270 -2%
EHC
1629
Everett Harris & Co
California
$4.77M -$18.3K -58 -0.4%
WPC
1630
White Pine Capital
Minnesota
$4.76M -$23.1K -73 -0.5%
CAWM
1631
Capital Advisors Wealth Management
Washington
$4.76M +$66.1K +209 +1%
CCG
1632
Cloverfields Capital Group
Minnesota
$4.76M -$32.9K -104 -0.7%
VFM
1633
Viking Fund Management
North Dakota
$4.74M
BGC
1634
Blue Grotto Capital
Georgia
$4.74M +$4.74M +15,000 New
BFA
1635
Buttonwood Financial Advisors
Maryland
$4.73M -$167K -529 -3%
NAM
1636
NTV Asset Management
West Virginia
$4.73M -$51.8K -164 -1%
CCIA
1637
Cherry Creek Investment Advisors
Colorado
$4.72M -$11.7K -37 -0.2%
NC
1638
NBW Capital
Massachusetts
$4.72M -$14.2K -45 -0.3%
RZH
1639
Relyea Zuckerberg Hanson
Connecticut
$4.71M +$1.57M +4,963 +50%
RCAG
1640
Rehmann Capital Advisory Group
Michigan
$4.71M +$1.13M +3,582 +32%
MAWCM
1641
Mine & Arao Wealth Creation & Management
California
$4.69M +$348K +1,102 +8%
BHPW
1642
Beverly Hills Private Wealth
California
$4.69M +$253K +799 +6%
SSWM
1643
Strait & Sound Wealth Management
California
$4.68M -$112K -355 -2%
OCA
1644
Otter Creek Advisors
Florida
$4.68M +$4.68M +14,800 New
TW
1645
Transform Wealth
Colorado
$4.68M +$2.28M +7,206 +95%
FFA
1646
Fairfield Financial Advisors
Massachusetts
$4.66M -$37.9K -120 -0.8%
ISWM
1647
Independent Solutions Wealth Management
New York
$4.66M +$3.48K +11 +0.1%
BWAM
1648
Boyd Watterson Asset Management
Ohio
$4.66M +$345K +1,092 +8%
AWM
1649
Avior Wealth Management
Nebraska
$4.66M -$315K -998 -6%
SFG
1650
Sowa Financial Group
Rhode Island
$4.65M -$237K -749 -5%