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 %
1W
1976
1776 Wealth
Georgia
$2.98M +$316 +1 +0%
ACL
1977
Applied Capital LLC
Florida
$2.97M -$30K -95 -1%
EHWM
1978
Eads & Heald Wealth Management
Georgia
$2.97M -$41.4K -131 -1%
OC
1979
Oakworth Capital
Alabama
$2.97M +$96.7K +306 +3%
DW30
1980
Drucker Wealth 3.0
New Jersey
$2.96M -$137K -434 -4%
CA
1981
Continuum Advisory
Idaho
$2.96M -$126K -400 -4%
CA
1982
Claro Advisors
Massachusetts
$2.96M +$49.3K +156 +2%
HAC
1983
Harbor Advisory Corp
New Hampshire
$2.95M
CFG
1984
Cooper Financial Group
California
$2.94M +$177K +560 +6%
AW
1985
Alaethes Wealth
Nevada
$2.94M +$43.9K +139 +2%
FMWA
1986
Forvis Mazars Wealth Advisors
Missouri
$2.93M -$104K -329 -3%
RAM
1987
Ramirez Asset Management
New York
$2.92M
CNBT
1988
Canandaigua National Bank & Trust
New York
$2.92M -$59.7K -189 -2%
CP
1989
Canopy Partners
Ohio
$2.92M +$1.16M +3,663 +66%
DC
1990
DeDora Capital
California
$2.91M -$948 -3 -0%
VCP
1991
Verus Capital Partners
Arizona
$2.91M +$118K +373 +4%
BWG
1992
Boomfish Wealth Group
Georgia
$2.91M +$43.6K +138 +2%
CWP
1993
Concord Wealth Partners
Virginia
$2.91M -$154K -486 -5%
CIA
1994
Compass Ion Advisors
Pennsylvania
$2.91M -$2.84K -9 -0.1%
NIMI
1995
Natixis Investment Managers International
France
$2.9M -$158K -500 -5%
SFPG
1996
Stonebridge Financial Planning Group
Florida
$2.88M -$23.7K -75 -0.8%
PBT
1997
Pictet Bank & Trust
Bahamas
$2.88M +$71.1K +225 +3%
PSB
1998
Passumpsic Savings Bank
Vermont
$2.88M -$11.4K -36 -0.4%
AMCA
1999
Arthur M. Cohen & Associates
Illinois
$2.88M +$23.7K +75 +0.8%
WCM
2000
Weaver Capital Management
Georgia
$2.86M -$79.6K -252 -3%