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 %
EM
1726
Excalibur Management
Massachusetts
$4.15M -$40.5K -128 -1%
LSPW
1727
Lake Street Private Wealth
Illinois
$4.14M -$957K -3,027 -19%
CIA
1728
Cohen Investment Advisors
New Hampshire
$4.14M +$31.6K +100 +0.8%
UIA
1729
Ulland Investment Advisors
Minnesota
$4.12M +$13K +41 +0.3%
WGCA
1730
Wolf Group Capital Advisors
Virginia
$4.12M
AAM
1731
Azzad Asset Management
Virginia
$4.11M +$90.7K +287 +2%
1SB
1732
1ST Source Bank
Indiana
$4.1M -$28.8K -91 -0.7%
CCB
1733
Cutter & Co Brokerage
Missouri
$4.1M +$36.3K +115 +0.9%
JSC
1734
J. Stern & Co
United Kingdom
$4.09M -$39.5K -125 -1%
BAM
1735
Belpointe Asset Management
Nevada
$4.09M -$567K -2,050 -12%
TPM
1736
Triasima Portfolio Management
Quebec, Canada
$4.09M +$4.09M +12,929 New
FM
1737
Foster & Motley
Ohio
$4.08M +$819K +2,593 +25%
FA
1738
Fiduciary Alliance
South Carolina
$4.07M +$2.62M +8,281 +181%
TA
1739
TFG Advisers
Michigan
$4.06M +$10.4K +33 +0.3%
FNBSF
1740
First National Bank Sioux Falls
South Dakota
$4.06M
MF
1741
Manchester Financial
California
$4.06M -$85.6K -271 -2%
GAG
1742
GM Advisory Group
New York
$4.05M +$235K +743 +6%
FAP
1743
Financial Advisory Partners
Florida
$4.04M -$15.2K -48 -0.4%
WWM
1744
Wolff Wiese Magana
California
$4.03M +$38.9K +123 +1%
CF
1745
Centaurus Financial
California
$4.03M -$59.4K -188 -1%
AI
1746
Atom Investors
Texas
$4.03M -$10.1M -31,943 -71%
KRSITF
1747
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.02M -$7M -31,424 -64%
DSC
1748
Duncker Streett & Co
Missouri
$4.01M +$28.4K +90 +0.7%
WC
1749
Waterloo Capital
Texas
$4M +$798K +2,524 +25%
PCMC
1750
Private Capital Management (Colorado)
Colorado
$3.99M -$33.8K -107 -0.8%