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 %
CPC
2426
CFC Planning Company
Indiana
$1.6M +$1.6M +5,076 New
FFG
2427
Fiduciary Financial Group
California
$1.6M +$31.7K +103 +2%
PWM
2428
Prentice Wealth Management
New York
$1.6M +$34.8K +110 +2%
RBFC
2429
Roman Butler Fullerton & Co
Missouri
$1.6M +$11.7K +35 +0.7%
LP
2430
LGL Partners
Pennsylvania
$1.6M -$5.69K -18 -0.4%
FA
2431
Fountainhead AM
New Jersey
$1.6M +$36.7K +116 +2%
FFA
2432
Florida Financial Advisors
Florida
$1.6M +$184K +581 +13%
AA
2433
Advisory Alpha
Michigan
$1.59M +$147K +464 +10%
LI
2434
LRI Investments
Florida
$1.59M -$21.3K -407 -1%
PIM
2435
Profit Investment Management
Maryland
$1.59M -$61.9K -196 -4%
FNWM
2436
Financial Network Wealth Management
Utah
$1.59M -$107K -340 -6%
VWM
2437
Valley Wealth Managers
New Jersey
$1.59M +$178K +564 +13%
MFS
2438
Miller Financial Services
Michigan
$1.59M +$1.59M +5,015 New
CIC
2439
Cornercap Investment Counsel
Georgia
$1.58M -$62.3K -197 -4%
PWSG
2440
Pacific Wealth Strategies Group
California
$1.58M +$16.4K +52 +1%
OL
2441
one8zero8 LLC
North Carolina
$1.58M +$1.58M +5,003 New
AIC
2442
Archer Investment Corporation
Indiana
$1.58M +$8.53K +27 +0.5%
LPCM
2443
Lynwood Price Capital Management
Texas
$1.58M +$1.58M +5,000 New
VWA
2444
Visionary Wealth Advisors
Illinois
$1.58M +$79.6K +252 +5%
NDSI
2445
Newman Dignan & Sheerar Inc
Rhode Island
$1.58M -$68.6K -217 -4%
CH
2446
Cromwell Holdings
Wyoming
$1.57M
VIM
2447
VELA Investment Management
Ohio
$1.57M -$1.58K -5 -0.1%
EFG
2448
Ethos Financial Group
Pennsylvania
$1.57M -$126K -397 -7%
KIG
2449
Kennedy Investment Group
New Jersey
$1.57M -$61.3K -194 -4%
PSP
2450
Principal Street Partners
Tennessee
$1.56M -$825K -2,609 -35%