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 %
PK
2626
Pflug Koory
Nebraska
$981K +$981K +3,569 New
TBWA
2627
Three Bridge Wealth Advisors
California
$979K -$23.1K -84 -2%
SB
2628
Sunflower Bank
Texas
$978K +$125K +456 +15%
MSA
2629
Marino Stram & Associates
Massachusetts
$975K +$36K +131 +4%
ME
2630
McIlrath & Eck
Washington
$974K -$69K -251 -7%
AF
2631
Apexium Financial
Texas
$973K +$17K +62 +2%
TWP
2632
Tempus Wealth Planning
California
$973K +$187K +681 +24%
AA
2633
Axiom Advisory
California
$972K +$110K +406 +13%
HWA
2634
Heartwood Wealth Advisors
Virginia
$972K -$87.2K -317 -8%
FA
2635
FDx Advisors
Illinois
$969K -$67.6K -246 -7%
4WM
2636
49 Wealth Management
Texas
$968K +$249K +904 +35%
SWP
2637
Semus Wealth Partners
Florida
$967K -$87.7K -319 -8%
IIM
2638
Ironwood Investment Management
Massachusetts
$962K +$2.2K +8 +0.2%
CCA
2639
Cora Capital Advisors
New Jersey
$957K +$3.02K +11 +0.3%
CFO
2640
Callan Family Office
Pennsylvania
$957K +$35.5K +129 +4%
AFG
2641
ABLE Financial Group
Arizona
$957K +$57.7K +210 +6%
ACA
2642
Ackerman Capital Advisors
Texas
$956K
PDM
2643
Penn Davis McFarland
Texas
$956K
NSIM
2644
North Star Investment Management
Illinois
$956K -$20.6K -75 -2%
BFM
2645
Boothbay Fund Management
New York
$955K -$520K -1,893 -35%
AWM
2646
Allen Wealth Management
North Carolina
$955K -$156K -566 -14%
LWM
2647
Laidlaw Wealth Management
New York
$953K +$365K +1,327 +62%
EFA
2648
Evernest Financial Advisors
Indiana
$949K -$825 -3 -0.1%
HBS
2649
Howard Bailey Securities
Indiana
$949K +$949K +3,451 New
FFB
2650
First Financial Bankshares
Texas
$948K -$760K -2,764 -44%