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 %
DA
2751
Dover Advisors
Virginia
$819K -$53.3K -194 -6%
TCM
2752
Tufton Capital Management
Maryland
$817K -$204K -743 -20%
MI
2753
Motiv8 Investments
Florida
$816K +$145K +528 +22%
RLIM
2754
Red Lighthouse Investment Management
New York
$815K
AFGAS
2755
Allegiance Financial Group Advisory Services
Virginia
$815K -$113K -410 -12%
WA
2756
Waddell & Associates
Tennessee
$814K
WMA
2757
West Michigan Advisors
Michigan
$814K +$7.97K +29 +1%
BFC
2758
Bedel Financial Consulting
Indiana
$813K +$110K +401 +16%
PG
2759
Prostatis Group
Maryland
$809K -$3.03K -11 -0.4%
FCM
2760
Fourpath Capital Management
Oklahoma
$809K +$225K +817 +38%
LIA
2761
LBMC Investment Advisors
Tennessee
$804K
PHAM
2762
Palisades Hudson Asset Management
Florida
$804K +$13.5K +49 +2%
FCA
2763
FLC Capital Advisors
California
$804K +$27.5K +100 +4%
BI
2764
Ballast Inc
Kentucky
$803K +$44K +160 +6%
CA
2765
Calton & Associates
Florida
$803K +$803K +2,920 New
MAM
2766
McCarthy Asset Management
California
$801K -$79.5K -289 -9%
MAM
2767
Milestone Asset Management
Pennsylvania
$801K +$13.2K +48 +2%
WPW
2768
Warther Private Wealth
Ohio
$799K -$55K -200 -6%
RW
2769
REDW Wealth
New Mexico
$797K -$88.8K -323 -10%
BBW
2770
Blue Barn Wealth
Utah
$795K -$7.97K -29 -1%
TWM
2771
Tolleson Wealth Management
Texas
$795K -$569K -2,070 -42%
ACM
2772
Arcataur Capital Management
Wisconsin
$795K -$4.12K -15 -0.5%
LIA
2773
Lynx Investment Advisory
District of Columbia
$794K -$62.1K -226 -7%
WA
2774
Wealth Architects
California
$794K -$17.6K -64 -2%
SFB
2775
STAR Financial Bank
Indiana
$794K -$234K -852 -23%