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 %
HWA
2301
HHM Wealth Advisors
Tennessee
$1.87M +$1.15M +3,648 +161%
IIC
2302
Ironwood Investment Counsel
Arizona
$1.85M -$25.6K -81 -1%
LWM
2303
Level Wealth Management
North Carolina
$1.85M +$1.85M +5,860 New
DOA
2304
D'Orazio & Associates
Virginia
$1.85M +$17.1K +54 +0.9%
APA
2305
Astoria Portfolio Advisors
New York
$1.85M +$266K +859 +17%
FFA
2306
Fortune Financial Advisors
Kansas
$1.84M +$19.3K +61 +1%
RCA
2307
Roberts Capital Advisors
Colorado
$1.84M
CPSC
2308
Carl P. Sherr & Co
Massachusetts
$1.84M -$25K -79 -1%
AGP
2309
Autumn Glory Partners
Texas
$1.84M -$411K -1,299 -18%
TF
2310
Trek Financial
Arizona
$1.83M -$99.9K -316 -5%
BAM
2311
Berkshire Asset Management
Pennsylvania
$1.83M -$403K -1,219 -18%
TLCM
2312
Twin Lakes Capital Management
California
$1.83M +$2.84K +9 +0.2%
CSPIA
2313
Cary Street Partners Investment Advisory
Virginia
$1.82M -$13.2M -41,640 -88%
NWMG
2314
Nicholson Wealth Management Group
South Carolina
$1.82M +$758K +2,398 +71%
MWM
2315
MGB Wealth Management
Texas
$1.82M +$96.3K +305 +6%
A
2316
AlphaQuest
New York
$1.82M -$276K -874 -13%
TW
2317
TrinityPoint Wealth
Connecticut
$1.82M +$42K +133 +2%
AWM
2318
Aviso Wealth Management
Washington
$1.82M +$201K +635 +12%
CCA
2319
Childress Capital Advisors
Texas
$1.82M +$37.3K +118 +2%
FC
2320
Fulcrum Capital
Washington
$1.82M -$41.7K -132 -2%
1M
2321
1248 Management
Missouri
$1.82M +$1.82M +5,745 New
CIA
2322
Cape Investment Advisory
Georgia
$1.82M -$948 -3 -0.1%
AWM
2323
Ariadne Wealth Management
California
$1.81M +$132K +377 +8%
KC
2324
Knuff & Co
California
$1.81M +$143K +454 +9%
AA
2325
Alta Advisers
United Kingdom
$1.81M +$351K +1,112 +24%