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 %
TPW
2726
Transatlantique Private Wealth
New York
$861K +$24.5K +89 +3%
KCM
2727
KRS Capital Management
Michigan
$856K -$32.7K -119 -4%
SDWMA
2728
Schneider Downs Wealth Management Advisors
Pennsylvania
$853K +$367K +1,333 +75%
PCWA
2729
Pacific Capital Wealth Advisors
California
$852K -$19K -69 -2%
LRIA
2730
Leonard Rickey Investment Advisors
Washington
$851K -$2.2K -8 -0.3%
KFSC
2731
Keystone Financial Services (Colorado)
Colorado
$850K +$70.4K +256 +9%
HA
2732
Hamel Associates
New Jersey
$848K -$1.65K -6 -0.2%
DMBA
2733
Deseret Mutual Benefit Administrators
Utah
$847K -$20.3K -74 -2%
Winslow Capital Management
2734
Winslow Capital Management
Minnesota
$845K -$434M -1,578,080 -100%
MCC
2735
Money Concepts Capital
Florida
$843K +$109K +396 +15%
NPT
2736
Nixon Peabody Trust
Massachusetts
$842K -$8.8K -32 -1%
VC
2737
Veracity Capital
Georgia
$841K -$4.4K -16 -0.5%
CAM
2738
Campion Asset Management
Virginia
$841K +$41.2K +150 +5%
OW
2739
Olistico Wealth
Oklahoma
$834K -$7.15K -26 -0.9%
BFWA
2740
Benchmark Financial Wealth Advisors
Florida
$831K -$98.1K -357 -11%
EA
2741
Emerald Advisers
Pennsylvania
$831K -$167K -609 -17%
GBWM
2742
Granite Bay Wealth Management
New Hampshire
$828K -$65.2K -237 -7%
WPA
2743
West Paces Advisors
Georgia
$828K
NWA
2744
New World Advisors
Massachusetts
$827K -$33.5K -122 -4%
KFA
2745
Kapstone Financial Advisors
Ohio
$826K -$20.6K -75 -2%
MFS
2746
Monetta Financial Services
Illinois
$825K +$825K +3,000 New
HCM
2747
Hengehold Capital Management
Ohio
$825K +$118K +428 +17%
SWM
2748
Stockman Wealth Management
Montana
$824K -$2.2K -8 -0.3%
NFA
2749
Northwest Financial Advisors
Virginia
$822K -$7.15K -26 -0.9%
IPAM
2750
Investment Partners Asset Management
New Jersey
$820K +$59.1K +215 +8%