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 %
AGWCA
2201
Annis Gardner Whiting Capital Advisors
Florida
$2.11M +$29.1K +92 +1%
IA
2202
Icon Advisers
Colorado
$2.1M
AWM
2203
Aprio Wealth Management
Georgia
$2.1M +$518K +1,639 +33%
PIA
2204
Pinion Investment Advisors
Kansas
$2.1M -$13K -41 -0.6%
KCIC
2205
Kuhn & Co Investment Counsel
Illinois
$2.09M
UAML
2206
US Asset Management LLC
Pennsylvania
$2.09M -$54.7K -173 -3%
WP
2207
Westmount Partners
California
$2.09M -$151K -477 -7%
TWM
2208
TriaGen Wealth Management
California
$2.09M -$1.26K -4 -0.1%
MFFIA
2209
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$2.08M
DI
2210
DAGCO Inc
Ohio
$2.08M -$9.48K -30 -0.5%
CC
2211
Cadinha & Co
Hawaii
$2.07M -$157K -496 -7%
ACM
2212
Avalon Capital Management
California
$2.07M +$12.3K +39 +0.6%
CG
2213
Corundum Group
Colorado
$2.07M +$612K +1,937 +42%
SFG
2214
Sovereign Financial Group
Connecticut
$2.07M -$6.64K -21 -0.3%
WA
2215
WBH Advisory
Maryland
$2.06M -$94.5K -299 -4%
LSIA
2216
LaSalle St. Investment Advisors
Illinois
$2.06M +$231K +732 +13%
EI
2217
Ellevest Inc
New York
$2.06M -$331K -1,047 -14%
LCWP
2218
Legacy Capital Wealth Partners
Arkansas
$2.05M -$1.7M -5,383 -45%
PWM
2219
Pines Wealth Management
North Carolina
$2.05M +$2.05M +6,658 New
SFO
2220
Stenger Family Office
Illinois
$2.04M +$2.04M +6,469 New
MIM
2221
Moseley Investment Management
Florida
$2.03M -$141K -445 -6%
HS
2222
HighVista Strategies
Massachusetts
$2.03M -$94.8K -300 -4%
MWM
2223
Mindset Wealth Management
Indiana
$2.03M +$6.64K +21 +0.3%
PPWM
2224
Perissos Private Wealth Management
Oklahoma
$2.03M +$9.17K +29 +0.5%
NGA
2225
Naples Global Advisors
Florida
$2.03M -$11.1K -35 -0.5%