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 %
LAM
2226
L2 Asset Management
Massachusetts
$2.02M +$44.2K +140 +2%
NA
2227
Nautilus Advisors
California
$2.02M +$2.02M +6,401 New
PWW
2228
Pettyjohn Wood & White
Virginia
$2.02M -$26.9K -85 -1%
UBV
2229
United Bank (Virginia)
Virginia
$2.02M
HFO
2230
Heritage Family Offices
Arizona
$2.02M +$92K +291 +5%
BFM
2231
Boothbay Fund Management
New York
$2.01M +$917K +2,900 +83%
OWCM
2232
One Wealth Capital Management
Arizona
$2.01M +$2.01M +6,367 New
MCM
2233
Monument Capital Management
Virginia
$2.01M +$63.5K +201 +3%
MCA
2234
MSH Capital Advisors
Arizona
$2.01M -$42.7K -135 -2%
UAG
2235
United Advisor Group
Ohio
$2.01M +$230K +728 +13%
FIM
2236
FWL Investment Management
Texas
$2M +$9.17K +29 +0.5%
XF
2237
XML Financial
Maryland
$2M +$96.7K +306 +5%
EP
2238
Essential Planning
New Hampshire
$2M +$2M +6,670 New
PL
2239
Perpetual Ltd
Australia
$2M -$13.9K -44 -0.7%
BWP
2240
BSW Wealth Partners
Colorado
$2M +$140K +442 +8%
CWA
2241
Crux Wealth Advisors
California
$2M +$2M +6,323 New
PIA
2242
Perennial Investment Advisors
California
$1.99M +$187K +593 +10%
EFMC
2243
Empire Financial Management Company
New York
$1.99M
AA
2244
Argent Advisors
Louisiana
$1.99M +$20.5K +65 +1%
GAB
2245
German American Bancorp
Indiana
$1.99M +$1.9K +6 +0.1%
ZF
2246
Zhang Financial
Michigan
$1.98M +$208K +658 +12%
SOS
2247
Silver Oak Securities
Tennessee
$1.98M +$106K +336 +6%
HFA
2248
Harbert Fund Advisors
Alabama
$1.98M -$948K -3,000 -32%
EWM
2249
EPG Wealth Management
Georgia
$1.97M -$143K -452 -7%
BWP
2250
Balboa Wealth Partners
Arizona
$1.97M -$119K -376 -6%