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 %
ACGA
1876
Atlanta Consulting Group Advisors
Georgia
$3.41M -$2.15M -6,797 -39%
EWM
1877
Evergreen Wealth Management
Michigan
$3.4M +$70.2K +222 +2%
KGC
1878
Kennon-Green & Company
Ohio
$3.4M -$15.8K -50 -0.5%
PAMG
1879
Patton Albertson Miller Group
Tennessee
$3.4M +$83.1K +263 +3%
WSCM
1880
Wellington Shields Capital Management
New York
$3.39M -$240K -760 -7%
QIM
1881
Quantitative Investment Management
Virginia
$3.39M -$1.82M -5,760 -35%
TBT
1882
Texas Bank & Trust
Texas
$3.39M +$3.39M +10,726 New
WI
1883
Westbourne Investments
Virginia
$3.39M +$3.39M +10,723 New
RMAM
1884
Raab & Moskowitz Asset Management
New Jersey
$3.38M +$126K +399 +4%
SBIA
1885
Sheaff Brock Investment Advisors
Indiana
$3.38M -$8.53K -27 -0.3%
PPWP
1886
Premier Path Wealth Partners
New Jersey
$3.38M +$35.1K +111 +1%
ATWA
1887
Arbor Trust Wealth Advisors
Michigan
$3.38M +$91K +288 +3%
SIC
1888
SJS Investment Consulting
Ohio
$3.37M +$3.16K +10 +0.1%
BP
1889
BBR Partners
New York
$3.37M -$285K -901 -8%
KF
1890
KKM Financial
Illinois
$3.36M +$130K +411 +4%
RIA
1891
Richwood Investment Advisors
Ohio
$3.36M +$70.2K +222 +2%
GSWM
1892
Greenup Street Wealth Management
Michigan
$3.36M +$143K +452 +4%
RCA
1893
Riverview Capital Advisers
Massachusetts
$3.34M
SSI
1894
Scott & Selber Inc
Texas
$3.33M -$80.3K -254 -2%
KWM
1895
Koa Wealth Management
California
$3.33M -$341K -1,080 -9%
ICP
1896
Impact Capital Partners
Colorado
$3.32M +$3.32M +10,513 New
TGAM
1897
TBH Global Asset Management
Tennessee
$3.32M +$35.7K +113 +1%
SPFA
1898
Summit Place Financial Advisors
New Jersey
$3.32M +$12.6K +40 +0.4%
FWA
1899
FSM Wealth Advisors
Ohio
$3.32M +$27.3K +86 +0.8%
OCM
1900
Olstein Capital Management
New York
$3.32M