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 %
1WM
2651
1858 Wealth Management
Ohio
$947K -$649K -2,360 -41%
FOA
2652
Five Oceans Advisors
California
$946K -$1.93K -7 -0.2%
GD
2653
Grandfield & Dodd
New York
$944K -$13.7K -50 -1%
NSB
2654
Norway Savings Bank
Maine
$944K -$29.7K -108 -3%
CC
2655
Constitution Capital
Connecticut
$943K -$412K -1,500 -30%
SRC
2656
Sage Rhino Capital
California
$942K +$3.85K +14 +0.4%
IAS
2657
Investment Advisory Services
Texas
$942K +$1.92K +7 +0.2%
CI
2658
Ceera Investments
Texas
$941K +$941K +3,424 New
OFW
2659
Omnia Family Wealth
Florida
$941K +$50.3K +183 +6%
KCM
2660
Kanawha Capital Management
Virginia
$941K -$11.3K -41 -1%
FPB
2661
First PREMIER Bank
South Dakota
$939K +$104K +378 +12%
VEA
2662
Virtus ETF Advisers
New York
$938K +$99K +360 +12%
PEA
2663
Park Edge Advisors
Ohio
$938K +$104K +379 +13%
FZCM
2664
Flynn Zito Capital Management
New York
$937K +$14.6K +53 +2%
MCM
2665
Mainstream Capital Management
California
$937K +$937K +3,408 New
JWM
2666
JGP Wealth Management
Oregon
$936K +$52.2K +190 +6%
FA
2667
Fermata Advisors
California
$935K +$42.6K +155 +5%
PCM
2668
Pointe Capital Management
Michigan
$935K
SI
2669
Seeds Investor
New York
$934K +$29.7K +108 +3%
CWG
2670
Crown Wealth Group
North Carolina
$933K -$3.02K -11 -0.3%
CWP
2671
Curated Wealth Partners
California
$931K
BCG
2672
Breakwater Capital Group
New Jersey
$931K +$53.9K +196 +6%
RWS
2673
Resolute Wealth Strategies
Mississippi
$930K +$10.2K +37 +1%
HCM
2674
Hutchinson Capital Management
California
$929K +$54.7K +199 +6%
MCM
2675
Mendel Capital Management
Arkansas
$929K +$18.4K +67 +2%