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Visa
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Overview Fund Activity

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

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.24B
2
BlackRock
BlackRock
New York
+$1.79B
3
State Street
State Street
Massachusetts
+$1.47B
4
Northern Trust
Northern Trust
Illinois
+$880M
5
DZ Bank
DZ Bank
Germany
+$824M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$3.06B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.57B
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$1.26B
4
SG Americas Securities
SG Americas Securities
New York
-$1.25B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$936M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
2026
Secure Asset Management
Michigan
$2.73M +$234K +739 +9%
FWM
2027
ForthRight Wealth Management
Georgia
$2.73M -$8.22K -26 -0.3%
RPCONE
2028
Retirement Planning Company of New England
Rhode Island
$2.73M -$186K -588 -6%
WEG
2029
World Equity Group
Illinois
$2.73M +$1.43M +4,533 +110%
RBC
2030
Romano Brothers & Co
Illinois
$2.72M +$36.7K +116 +1%
TNAM
2031
Terra Nova Asset Management
New York
$2.71M +$7.9K +25 +0.3%
F8IS
2032
Figure 8 Investment Strategies
Idaho
$2.7M +$2.7M +8,541 New
BIA
2033
Benchmark Investment Advisors
Illinois
$2.7M +$3.79K +12 +0.1%
SOW
2034
State of Wyoming
Wyoming
$2.7M +$1.34M +4,249 +99%
SW
2035
SkyOak Wealth
Michigan
$2.69M – – –
TGCMU
2036
Titan Global Capital Management USA
New York
$2.69M -$186K -587 -6%
SC
2037
Savoie Capital
Illinois
$2.69M – – –
MSFP
2038
Mark Sheptoff Financial Planning
Connecticut
$2.68M – – –
ZIG
2039
Zuckerman Investment Group
Illinois
$2.68M +$136K +393 +5%
AWC
2040
Abundance Wealth Counselors
Pennsylvania
$2.68M +$66.7K +211 +3%
GCP
2041
GSA Capital Partners
United Kingdom
$2.68M +$1.92M +6,076 +253%
NG
2042
Novem Group
New York
$2.67M +$2.67M +8,445 New
DCM
2043
Dudley Capital Management
Virginia
$2.67M – – –
AF
2044
AGP Franklin
Tennessee
$2.66M +$2.66M +8,406 New
HA
2045
Helium Advisors
Washington
$2.66M +$2.66M +8,402 New
MFP
2046
Meridian Financial Partners
Virginia
$2.65M +$14.9K +47 +0.6%
MWM
2047
Modern Wealth Management
Kansas
$2.65M +$1.05M +3,320 +66%
SWM
2048
Selective Wealth Management
Virginia
$2.65M -$152K -492 -5%
SIM
2049
Sentry Investment Management
Wisconsin
$2.65M -$243K -770 -8%
SW
2050
Simplicity Wealth
New Jersey
$2.64M -$2.6M -8,217 -50%
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