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 %
ITIM
2126
Indiana Trust & Investment Management
Indiana
$2.32M -$287K -907 -11%
KFGK
2127
Keystone Financial Group (Kentucky)
Kentucky
$2.31M +$30K +95 +1%
HIC
2128
Harvey Investment Company
Kentucky
$2.31M -$15.8K -50 -0.7%
BFA
2129
Brown Financial Advisors
Ohio
$2.31M +$516K +1,632 +29%
BCP
2130
Blackhawk Capital Partners
Wisconsin
$2.31M -$243K -770 -10%
SFWC
2131
Strategic Family Wealth Counselors
New Jersey
$2.3M +$9.48K +30 +0.4%
ZIG
2132
Zullo Investment Group
Pennsylvania
$2.3M +$12.3K +39 +0.5%
SAM
2133
Strategy Asset Managers
California
$2.29M +$38.2K +121 +2%
SIG
2134
Sky Investment Group
Connecticut
$2.29M +$65.7K +208 +3%
EGA
2135
E&G Advisors
Texas
$2.29M -$63.2K -200 -3%
SP
2136
Stablepoint Partners
Massachusetts
$2.29M +$21.5K +68 +0.9%
VA
2137
Valmark Advisers
Ohio
$2.29M +$9.48K +30 +0.4%
JWCA
2138
J.W. Coons Advisors
Ohio
$2.29M -$140K -442 -6%
PW
2139
Peninsula Wealth
California
$2.29M +$26.2K +83 +1%
FPWM
2140
FSB Premier Wealth Management
Iowa
$2.29M +$183K +579 +9%
RCIM
2141
Red Cedar Investment Management
Michigan
$2.28M
PBC
2142
Pavion Blue Capital
California
$2.27M -$11.7K -37 -0.5%
AWG
2143
Altus Wealth Group
Colorado
$2.27M +$48K +152 +2%
DWM
2144
Darwin Wealth Management
Florida
$2.27M -$744K -2,354 -25%
MAM
2145
Milestone Asset Management
Pennsylvania
$2.26M +$1.34M +4,254 +146%
FFS
2146
Flavin Financial Services
Florida
$2.26M +$2.26M +7,159 New
OBWG
2147
Onyx Bridge Wealth Group
New York
$2.26M -$79K -250 -3%
VCM
2148
Voleon Capital Management
California
$2.26M +$2.26M +7,153 New
AIM
2149
Aspen Investment Management
Michigan
$2.26M +$24K +76 +1%
EC
2150
Enhancing Capital
Pennsylvania
$2.26M +$2.26M +7,144 New