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 %
WIC
2326
Woodmont Investment Counsel
Tennessee
$1.8M -$76.2K -241 -4%
CIM
2327
Corda Investment Management
Texas
$1.8M +$40.5K +128 +2%
AIM
2328
Aigen Investment Management
New York
$1.8M +$307K +970 +21%
MIM
2329
Morningstar Investment Management
Illinois
$1.8M
LCM
2330
Leisure Capital Management
California
$1.78M +$10.7K +34 +0.6%
FAFN
2331
First Affirmative Financial Network
Colorado
$1.78M -$572K -1,810 -24%
OPTFSNA
2332
Old Point Trust & Financial Services N A
Virginia
$1.78M -$218K -689 -11%
EWA
2333
Etesian Wealth Advisors
Oregon
$1.78M -$17.7K -56 -1%
OWA
2334
Octavia Wealth Advisors
Ohio
$1.78M -$23.4K -74 -1%
SAM
2335
Summit Asset Management
Tennessee
$1.77M +$316 +1 +0%
CAM
2336
Cozad Asset Management
Illinois
$1.77M +$56.9K +180 +3%
WFI
2337
West Family Investments
California
$1.77M -$64.8K -205 -4%
SAF
2338
Smith Anglin Financial
Texas
$1.77M -$101K -319 -5%
RA
2339
Rockingstone Advisors
Massachusetts
$1.76M +$278K +881 +19%
SIG
2340
Sargent Investment Group
Maryland
$1.76M +$787K +2,565 +81%
CC
2341
Copperleaf Capital
North Carolina
$1.76M +$255K +807 +17%
PHS
2342
Pekin Hardy Strauss
Illinois
$1.75M -$386K -1,221 -18%
APW
2343
Austin Private Wealth
Texas
$1.75M +$162K +514 +10%
ARMT
2344
Amica Retiree Medical Trust
Rhode Island
$1.75M -$151K -479 -8%
LGA
2345
Lebenthal Global Advisors
New York
$1.75M +$58.8K +186 +3%
NAS
2346
Nicolet Advisory Services
Wisconsin
$1.74M +$132K +428 +8%
DBIA
2347
Dumont & Blake Investment Advisors
New Jersey
$1.74M -$252K -796 -13%
HCM
2348
Hodges Capital Management
Texas
$1.74M +$31.3K +99 +2%
PFG
2349
Putney Financial Group
California
$1.74M +$1.74M +5,509 New
WPW
2350
Watershed Private Wealth
Illinois
$1.74M