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 %
DCM
1801
Davidson Capital Management
Texas
$3.69M +$149K +470 +4%
AO
1802
Allen Operations
New York
$3.69M +$3.07M +9,702 +493%
CICI
1803
Capital Investment Counsel Inc
North Carolina
$3.69M -$253K -800 -6%
ISFAN
1804
Investor's Fiduciary Advisor Network
Washington
$3.68M +$3.68M +11,660 New
SFS
1805
Stiles Financial Services
Minnesota
$3.68M -$619K -1,958 -14%
TFP
1806
Tilia Fiduciary Partners
North Carolina
$3.68M +$124K +393 +3%
AC
1807
Arjuna Capital
North Carolina
$3.67M -$77.7K -246 -2%
GCM
1808
Glynn Capital Management
California
$3.67M
CWAG
1809
Compton Wealth Advisory Group
Virginia
$3.67M +$18K +57 +0.5%
MWAM
1810
Manhattan West Asset Management
California
$3.66M +$211K +667 +6%
NG
1811
Northstar Group
New York
$3.66M +$249K +789 +7%
1WA
1812
180 Wealth Advisors
Washington
$3.66M +$47.4K +150 +1%
IFPG
1813
Intrepid Financial Planning Group
Indiana
$3.66M -$52.1K -165 -1%
TSWM
1814
Triangle Securities Wealth Management
North Carolina
$3.65M -$104K -329 -3%
CQWA
1815
Chokshi & Queen Wealth Advisors
California
$3.64M +$3.64M +11,533 New
LC
1816
Lindbrook Capital
California
$3.64M +$54.7K +173 +2%
MCA
1817
Martin Capital Advisors
Texas
$3.63M +$88.5K +280 +2%
SQA
1818
Simon Quick Advisors
New Jersey
$3.62M +$169K +534 +5%
HFRG
1819
Houlihan Financial Resource Group
Virginia
$3.62M -$109K -346 -3%
GCA
1820
Gallagher Capital Advisors
Texas
$3.62M +$3.62M +11,464 New
CV
1821
Counterweight Ventures
North Carolina
$3.62M -$6.32K -20 -0.2%
FIM
1822
Fernwood Investment Management
Massachusetts
$3.62M -$120K -381 -3%
GSEP
1823
Golden State Equity Partners
California
$3.62M +$3.16M +10,009 +697%
CWM
1824
Cordatus Wealth Management
Pennsylvania
$3.61M +$128K +406 +4%
WA
1825
Wealth Alliance
New York
$3.6M -$21.5K -68 -0.6%