3,835 hedge funds and large institutions have $411B invested in Visa in 2024 Q3 according to their latest regulatory filings, with 216 funds opening new positions, 1,680 increasing their positions, 1,515 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,835
Holders Change
+37
Holders Change %
+0.97%
% of All Funds
55.47%
Holding in Top 10
395
Holding in Top 10 Change
-32
Holding in Top 10 Change %
-7.49%
% of All Funds
5.71%
New
216
Increased
1,680
Reduced
1,515
Closed
132
Calls
$4.22B
Puts
$3.95B
Net Calls
+$265M
Net Calls Change
-$180M
Name Holding Trade Value Shares
Change
Shares
Change %
QPW
2601
Quantum Private Wealth
Florida
$1.01M -$1.93K -7 -0.2%
GIM
2602
Groesbeck Investment Management
New Jersey
$1.01M -$63.2K -230 -6%
WCM
2603
Wallace Capital Management
Texas
$1M -$6.05K -22 -0.6%
WE
2604
Wealth Effects
Massachusetts
$1M -$33K -120 -3%
RB
2605
Renasant Bank
Mississippi
$1M -$632K -2,297 -39%
BHBT
2606
Burke & Herbert Bank & Trust
Virginia
$1,000K -$9.62K -35 -1%
FBT
2607
First Bank & Trust
South Dakota
$1,000K +$48.4K +176 +5%
RHAM
2608
Round Hill Asset Management
California
$1,000K
GAM
2609
GEM Asset Management
Michigan
$999K -$27.7K -101 -3%
WFAG
2610
Worth Financial Advisory Group
North Carolina
$999K +$19.5K +71 +2%
DP
2611
DDD Partners
Washington
$998K +$23.6K +86 +2%
EWA
2612
Encompass Wealth Advisors
Oregon
$997K
MTWM
2613
Masso Torrence Wealth Management
New Jersey
$995K -$19K -69 -2%
SCP
2614
Sivia Capital Partners
California
$995K -$35.5K -129 -3%
BWM
2615
Baron Wealth Management
Michigan
$994K +$93.2K +339 +10%
OPWM
2616
Oakwell Private Wealth Management
Texas
$993K +$46.2K +168 +5%
KWM
2617
Kolinsky Wealth Management
New Jersey
$992K -$62.4K -227 -6%
MAM
2618
McLean Asset Management
Virginia
$989K -$19.7K -71 -2%
GIP
2619
Greatmark Investment Partners
Georgia
$988K
KSB
2620
Kennebec Savings Bank
Maine
$988K +$988K +3,594 New
WFA
2621
Wellspring Financial Advisors
Ohio
$987K +$50.6K +184 +5%
BCM
2622
Blume Capital Management
California
$986K +$7.42K +27 +0.8%
HG
2623
Harbor Group
New Hampshire
$984K
MWP
2624
Madison Wealth Partners
Wisconsin
$984K +$200K +727 +25%
AWA
2625
Alta Wealth Advisors
Massachusetts
$982K +$3.3K +12 +0.3%