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 %
RCM
1826
Radnor Capital Management
Pennsylvania
$3.59M +$72.7K +230 +2%
GTAM
1827
Global Trust Asset Management
Florida
$3.58M +$194K +614 +6%
SF
1828
Symphony Financial
Texas
$3.58M +$23.3K +72 +0.7%
GJWM
1829
Gilliland Jeter Wealth Management
Arkansas
$3.58M +$2.53K +8 +0.1%
RCM
1830
Regency Capital Management
Hawaii
$3.57M +$76.8K +243 +2%
LAIC
1831
Lederer & Associates Investment Counsel
California
$3.57M -$99.2K -314 -3%
RBWA
1832
RFG - Bristol Wealth Advisors
Massachusetts
$3.56M +$3.56M +11,266 New
A
1833
Argentarii
Ohio
$3.56M +$3.56M +11,262 New
HAG
1834
HF Advisory Group
Maryland
$3.55M +$68.3K +216 +2%
AIS
1835
American Investment Services
Massachusetts
$3.55M -$60.4K -191 -2%
WHAM
1836
Windmill Hill Asset Management
United Kingdom
$3.55M -$555K -1,756 -14%
MPPLM
1837
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.54M +$291K +921 +9%
SIM
1838
Sterling Investment Management
Arizona
$3.54M -$40.5K -128 -1%
LT
1839
Lindsell Train
United Kingdom
$3.54M
DFCM
1840
Dark Forest Capital Management
Puerto Rico
$3.54M +$1.8M +5,686 +103%
NL
1841
NWAM LLC
Washington
$3.53M +$131K +416 +4%
NL
1842
Navalign LLC
California
$3.52M -$49.6K -157 -1%
CAM
1843
Costello Asset Management
Pennsylvania
$3.52M +$845K +2,674 +32%
SCP
1844
Stamos Capital Partners
California
$3.51M +$1.23M +3,900 +54%
CVA
1845
Central Valley Advisors
California
$3.5M +$48.4K +153 +1%
LWM
1846
Liberty Wealth Management
California
$3.49M -$2.34M -7,392 -40%
CPW
1847
Cove Private Wealth
New York
$3.49M
PWMAG
1848
Pinnacle Wealth Management Advisory Group
New Jersey
$3.49M +$126K +398 +4%
WFG
1849
Wills Financial Group
Virginia
$3.49M +$1.54M +4,882 +79%
GA
1850
Geller Advisors
New York
$3.49M -$13.6K -43 -0.4%