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 %
PHIMC
2151
Private Harbour Investment Management & Counsel
Ohio
$2.25M -$110K -347 -5%
CW
2152
Channel Wealth
California
$2.25M +$49K +155 +2%
CCG
2153
Chatham Capital Group
Georgia
$2.25M -$134K -425 -6%
SL
2154
SFM LLC
New Hampshire
$2.24M +$19.9K +63 +0.9%
QPWM
2155
Quadrant Private Wealth Management
Pennsylvania
$2.24M +$24.7K +78 +1%
BCM
2156
Barden Capital Management
Texas
$2.24M +$25K +79 +1%
MA
2157
MJP Associates
Connecticut
$2.24M +$332K +1,049 +17%
FHC
2158
First Heartland Consultants
Missouri
$2.23M -$149K -470 -6%
SSW
2159
Stone Summit Wealth
Florida
$2.23M -$30K -95 -1%
SIM
2160
Stratos Investment Management
Ohio
$2.23M +$41.1K +130 +2%
GPA
2161
Guerra Pan Advisors
New Jersey
$2.22M
HP
2162
Hilltop Partners
Indiana
$2.22M +$196K +619 +10%
PMSA
2163
Patrick M. Sweeney & Associates
Illinois
$2.22M
HHAA
2164
Henry H. Armstrong Associates
Pennsylvania
$2.21M -$16.1K -51 -0.7%
CCP
2165
Caden Capital Partners
California
$2.21M
JFL
2166
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.21M -$316 -1 -0%
CFG
2167
Chapman Financial Group
Hawaii
$2.2M +$2.2M +6,658 New
MCCA
2168
Mill Creek Capital Advisors
Pennsylvania
$2.2M +$754K +2,387 +52%
BOC
2169
Barbara Oil Co
Illinois
$2.2M
NWAG
2170
Net Worth Advisory Group
Utah
$2.2M -$216K -684 -9%
CPC
2171
Congress Park Capital
New York
$2.2M
CCMW
2172
Cypress Capital Management (Wyoming)
Wyoming
$2.19M -$174K -550 -7%
BOJHT
2173
Bank of Jackson Hole Trust
Wyoming
$2.19M +$2.19M +6,929 New
IC
2174
Iconiq Capital
California
$2.19M +$1.13M +3,565 +106%
MLA
2175
My Legacy Advisors
Oregon
$2.19M -$72.4K -229 -3%