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 %
NWMG
2676
Nicholson Wealth Management Group
South Carolina
$928K +$928K +3,374 New
WF
2677
WoodTrust Financial
Wisconsin
$926K -$74.2K -270 -7%
LF
2678
Lee Financial
Texas
$926K +$39.3K +143 +4%
AIA
2679
Angeles Investment Advisors
California
$925K -$44.8K -163 -5%
IC
2680
Iconiq Capital
California
$925K +$599K +2,179 +184%
HKIMG
2681
Hutchens & Kramer Investment Management Group
Indiana
$923K -$17.8K -64 -2%
SP
2682
Sequent Planning
Nebraska
$923K +$55.3K +201 +6%
NRC
2683
New Republic Capital
North Carolina
$922K -$155K -564 -14%
MS
2684
Madden Securities
Texas
$922K -$11.5K -42 -1%
MC
2685
Maren Capital
Illinois
$922K
ML
2686
McAdam LLC
Pennsylvania
$920K +$26.1K +95 +3%
HWM
2687
Howard Wealth Management
Connecticut
$919K -$5.22K -19 -0.6%
CIAS
2688
CFS Investment Advisory Services
New Jersey
$917K +$25.6K +93 +3%
TF
2689
Tudor Financial
Ohio
$917K +$917K +3,334 New
GAM
2690
Gould Asset Management
California
$916K -$78.9K -287 -8%
FDCP
2691
Foster Dykema Cabot & Partners
Massachusetts
$915K +$475K +1,727 +108%
GWA
2692
Gratus Wealth Advisors
Virginia
$914K -$146K -534 -14%
MIM
2693
MTM Investment Management
South Carolina
$912K +$1.39K +5 +0.2%
TCM
2694
Tang Capital Management
California
$912K +$624K +2,269 +216%
FCG
2695
Fielder Capital Group
Tennessee
$911K -$3.85K -14 -0.4%
NLP
2696
Next Level Private
New York
$910K +$1.38K +5 +0.2%
ESBC
2697
E.S. Barr & Co
Kentucky
$909K -$2.2K -8 -0.2%
BFA
2698
Bragg Financial Advisors
North Carolina
$907K -$47K -171 -5%
CWS
2699
Cypress Wealth Services
California
$903K -$19.2K -70 -2%
LI
2700
LVZ Inc
Michigan
$901K +$96.5K +351 +12%