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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 %
MCWS
2051
McKinley Carter Wealth Services
West Virginia
$2.63M -$66.7K -211 -2%
RMP
2052
Richards, Merrill & Peterson
Washington
$2.63M +$2.63M +8,312 New
SFM
2053
Systematic Financial Management
New Jersey
$2.62M – – –
TFA
2054
Teamwork Financial Advisors
Texas
$2.61M -$1.9K -6 -0.1%
CSS
2055
Cubist Systematic Strategies
Connecticut
$2.61M -$9.08M -28,739 -78%
MSFS
2056
Main Street Financial Solutions
Pennsylvania
$2.61M +$31.9K +101 +1%
CFCI
2057
Comprehensive Financial Consultants Institutional
Indiana
$2.6M +$89.1K +282 +4%
GWM
2058
Gray Wealth Management
Maine
$2.6M +$8.53K +27 +0.3%
AG
2059
Algert Global
California
$2.6M +$551K +1,744 +27%
AWMT
2060
AAFMAA Wealth Management & Trust
North Carolina
$2.59M -$284K -899 -10%
SWM
2061
Sculati Wealth Management
Michigan
$2.59M -$14.9K -47 -0.6%
FIM
2062
Freedom Investment Management
Connecticut
$2.58M +$15.2K +48 +0.6%
HCCM
2063
Hudson Canyon Capital Management
New York
$2.58M – – –
HIC
2064
Holderness Investments Company
North Carolina
$2.58M +$120K +380 +5%
SXL
2065
Summit X LLC
Missouri
$2.58M +$11.7K +37 +0.5%
TCG
2066
Tremblant Capital Group
Florida
$2.56M +$330K +1,044 +15%
ECA
2067
Elevate Capital Advisors
Colorado
$2.55M +$2.55M +8,081 New
SP
2068
Stonebrook Private
Michigan
$2.55M +$2.84K +9 +0.1%
OWA
2069
One Wealth Advisors
California
$2.55M +$72.1K +228 +3%
LD
2070
Lipe & Dalton
New York
$2.55M -$248K -784 -9%
GCM
2071
Geneva Capital Management
Wisconsin
$2.54M -$182K -576 -7%
BA
2072
Ballast Advisors
Minnesota
$2.54M +$93.2K +295 +4%
CAMV
2073
Concord Asset Management (Virginia)
Virginia
$2.54M -$248K -785 -9%
BLAM
2074
Bourne Lent Asset Management
New York
$2.54M +$390K +1,234 +18%
SI
2075
Shaker Investments
Ohio
$2.54M -$16.4K -52 -0.6%
81 82
83
84 85