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 %
MFG
2001
MidWestOne Financial Group
Iowa
$2.85M -$64.2K -203 -2%
WP
2002
Waycross Partners
Kentucky
$2.84M -$13.9M -44,134 -83%
TSW
2003
Three Seasons Wealth
Utah
$2.83M -$24K -76 -0.8%
CWM
2004
Compass Wealth Management
Connecticut
$2.82M -$85.6K -271 -3%
CAG
2005
Cypress Advisory Group
Arizona
$2.82M +$2.82M +8,910 New
AIA
2006
AssuredPartners Investment Advisors
Florida
$2.81M +$2.81M +8,902 New
AWE
2007
Avidian Wealth Enterprises
Texas
$2.81M +$98K +310 +4%
TSS
2008
Two Sigma Securities
New York
$2.81M -$11.7M -37,006 -81%
MA
2009
MONECO Advisors
Connecticut
$2.81M -$192K -608 -6%
CA
2010
Callahan Advisors
Texas
$2.81M +$632 +2 +0%
UW
2011
Unique Wealth
Florida
$2.79M +$212K +672 +8%
BAM
2012
Byrne Asset Management
New Jersey
$2.78M -$35.4K -112 -1%
OFS
2013
Orrstown Financial Services
Pennsylvania
$2.78M +$19.3K +61 +0.7%
APP
2014
Avantax Planning Partners
Iowa
$2.78M +$311K +984 +13%
BHIA
2015
Birch Hill Investment Advisors
Massachusetts
$2.78M +$1.02M +3,235 +58%
NED
2016
Nancy E. Dempze
$2.78M
PPWM
2017
Paragon Private Wealth Management
Kentucky
$2.78M +$191K +605 +7%
NPA
2018
Nichols & Pratt Advisers
Massachusetts
$2.77M -$51.8K -164 -2%
SWMG
2019
Stillwater Wealth Management Group
Florida
$2.75M +$2.75M +8,716 New
BLC
2020
Brown, Lisle/Cummings
Rhode Island
$2.75M +$108K +343 +4%
CFP
2021
Catalyst Financial Partners
Massachusetts
$2.75M +$68.6K +217 +3%
PA
2022
PFW Advisors
Georgia
$2.75M +$2.75M +8,698 New
SAI
2023
Systematic Alpha Investments
New Jersey
$2.74M
NF
2024
Nvest Financial
New Hampshire
$2.74M +$281K +888 +11%
PH
2025
Pinnacle Holdings
Oklahoma
$2.73M -$221K -699 -7%