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 %
CPA
2701
Cardiff Park Advisors
California
$901K -$20.9K -76 -2%
PFG
2702
PAX Financial Group
Texas
$901K -$13.5K -49 -1%
MIM
2703
Manitou Investment Management
Ontario, Canada
$900K +$34.9K +127 +4%
FH
2704
FWG Holdings
Florida
$900K +$9.66K +34 +1%
FC
2705
FCA Corp
Texas
$897K +$7.7K +28 +0.9%
IWA
2706
Inspirion Wealth Advisors
Illinois
$897K
NEWAS
2707
N.E.W. Advisory Services
Wisconsin
$896K +$275 +1 +0%
WTB
2708
Washington Trust Bank
Washington
$896K +$10.2K +37 +1%
CMTU
2709
Capital Markets Trading (UK)
United Kingdom
$891K -$1.22M -4,454 -58%
GF
2710
Gries Financial
Ohio
$888K +$209K +760 +31%
CHP
2711
Cable Hill Partners
Oregon
$885K +$39.9K +145 +5%
TC
2712
Trilogy Capital
California
$883K +$11K +40 +1%
MC
2713
McMorgan & Co
California
$882K
KA
2714
Kearns & Associates
California
$880K
PWM
2715
PBMares Wealth Management
Virginia
$876K -$13.2K -48 -1%
SIG
2716
Sargent Investment Group
Maryland
$874K +$16.2K +59 +2%
SWM
2717
Salvus Wealth Management
New Jersey
$873K +$38.5K +140 +5%
EA
2718
Everpar Advisors
Oklahoma
$872K -$127K -461 -13%
BWA
2719
Blodgett Wealth Advisors
California
$870K -$27.5K -100 -3%
AFG
2720
Allegheny Financial Group
Pennsylvania
$870K +$19K +69 +2%
BB
2721
Burford Brothers
Texas
$869K
WMA
2722
Wealth Management Associates
New Jersey
$868K -$127K -462 -13%
SIAG
2723
Safeguard Investment Advisory Group
California
$864K +$98.7K +359 +13%
LA
2724
Latitude Advisors
Florida
$863K +$9.07K +33 +1%
OFG
2725
Omega Financial Group
California
$863K -$12.1K -44 -1%