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 %
SWM
1701
Sugarloaf Wealth Management
Georgia
$4.36M -$184K -583 -4%
LPT
1702
Legacy Private Trust
Wisconsin
$4.34M +$1.44M +4,550 +50%
CB
1703
Community Bank
New York
$4.33M +$17.4K +55 +0.4%
PCS
1704
Personal CFO Solutions
New Jersey
$4.33M -$49.9K -158 -1%
AWM
1705
Accurate Wealth Management
Florida
$4.32M -$482K -1,565 -10%
GWANC
1706
Guardian Wealth Advisors (North Carolina)
North Carolina
$4.32M +$905K +2,864 +27%
SACTSONJ
1707
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.3M
BWA
1708
Bordeaux Wealth Advisors
California
$4.29M +$203K +643 +5%
AF
1709
Alerus Financial
North Dakota
$4.28M -$708K -2,240 -14%
ITFISA
1710
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.27M -$1.36M -4,308 -24%
LFA
1711
Legacy Financial Advisors
Kentucky
$4.26M +$90.7K +287 +2%
SFA
1712
Semmax Financial Advisors
North Carolina
$4.25M -$679K -1,906 -14%
SC
1713
Solstein Capital
California
$4.24M -$1.26K -4 -0%
IA
1714
Integrity Alliance
Iowa
$4.24M +$4.24M +13,404 New
PFBT
1715
Parkside Financial Bank & Trust
Missouri
$4.23M +$193K +610 +5%
BOS
1716
Bank of Stockton
California
$4.23M -$134K -425 -3%
SMA
1717
Sage Mountain Advisors
Georgia
$4.23M +$107K +339 +3%
DP
1718
Dearborn Partners
Illinois
$4.22M -$56.9K -180 -1%
CIM
1719
Chiron Investment Management
New York
$4.21M +$4.21M +13,315 New
LAM
1720
Lynch Asset Management
Pennsylvania
$4.2M +$31.6K +100 +0.8%
MYIA
1721
Mount Yale Investment Advisors
Colorado
$4.2M +$838K +2,650 +25%
KHCM
1722
Kirtland Hills Capital Management
Ohio
$4.19M +$93.9K +297 +2%
PFGIA
1723
Patriot Financial Group Insurance Agency
Massachusetts
$4.18M +$151K +479 +4%
WP
1724
WealthShield Partners
North Carolina
$4.18M -$108K -342 -3%
DL
1725
DOHJ LLC
Washington
$4.17M +$107K +337 +3%