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 %
GWSG
2076
GPS Wealth Strategies Group
Colorado
$2.53M -$237K -750 -9%
WB
2077
WesBanco Bank
West Virginia
$2.53M -$114K -360 -4%
OFS
2078
OneAscent Financial Services
Alabama
$2.53M +$852K +2,697 +51%
WAM
2079
Weiss Asset Management
Massachusetts
$2.53M +$2.53M +7,993 New
WAAG
2080
Wealth Alliance Advisory Group
Kansas
$2.52M +$13K +41 +0.5%
BFA
2081
Beacon Financial Advisory
Ohio
$2.52M -$38.2K -121 -1%
WI
2082
WBI Investments
New Jersey
$2.52M +$1.61M +5,081 +176%
LWA
2083
Lineweaver Wealth Advisors
Ohio
$2.52M +$194K +613 +8%
BPAMU
2084
BTG Pactual Asset Management US
New York
$2.51M +$144K +455 +6%
LWL
2085
Leo Wealth LLC
Texas
$2.51M +$75.5K +239 +3%
QC
2086
Quent Capital
New York
$2.51M +$134K +425 +6%
FPL
2087
Fortress Private Ledger
North Carolina
$2.5M +$2.5M +7,914 New
NB
2088
Northwest Bancshares
Pennsylvania
$2.49M -$39.8K -126 -2%
GLA
2089
Good Life Advisors
Pennsylvania
$2.48M -$279K -882 -10%
AC
2090
Aristides Capital
Kentucky
$2.48M +$269K +850 +12%
SDWIA
2091
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.48M +$51.5K +163 +2%
CP
2092
Cornerstone Planning
North Carolina
$2.47M +$2.47M +7,824 New
KSWA
2093
Kathleen S. Wright Associates
Pennsylvania
$2.47M
FWA
2094
FOCUS Wealth Advisors
Texas
$2.47M -$6.64K -21 -0.3%
LP
2095
LMR Partners
United Kingdom
$2.47M +$2.47M +7,807 New
CCA
2096
Criterion Capital Advisors
Tennessee
$2.46M
LA
2097
Lynch & Associates
Indiana
$2.45M +$217K +687 +10%
MRG
2098
Milestone Resources Group
British Virgin Islands
$2.45M
TP
2099
Tranquility Partners
Tennessee
$2.44M -$16.8K -53 -0.7%
GSWM
2100
Golden State Wealth Management
California
$2.43M +$2.43M +7,704 New