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 %
SWM
2801
Scissortail Wealth Management
Oklahoma
$759K -$114M -2,703 -99%
AFA
2802
Arlington Financial Advisors
California
$758K +$5.77K +21 +0.8%
DBRC
2803
D.B. Root & Company
Pennsylvania
$758K -$221K -803 -23%
DCM
2804
DGS Capital Management
New Jersey
$757K -$26.9K -98 -3%
HTIM
2805
Harbour Trust & Investment Management
Indiana
$757K -$41K -149 -5%
PW
2806
Paladin Wealth
Minnesota
$757K +$757K +2,752 New
MTIC
2807
Missouri Trust & Investment Company
Missouri
$755K
BOPW
2808
Brandywine Oak Private Wealth
Pennsylvania
$754K +$23.4K +85 +3%
ALC
2809
Alexander Labrunerie & Co
Missouri
$751K
ERWM
2810
Elk River Wealth Management
Colorado
$751K
ZIMP
2811
Zimmermann Investment Management & Planning
Pennsylvania
$750K -$33.8K -123 -4%
AWA
2812
Acorn Wealth Advisors
Michigan
$749K +$749K +2,725 New
BWG
2813
Berry Wealth Group
Texas
$747K -$7.42K -27 -1%
LAS
2814
LWM Advisory Services
Florida
$744K +$263K +955 +55%
KW
2815
KWB Wealth
California
$743K -$250K -952 -25%
CCP
2816
Cassia Capital Partners
North Carolina
$743K -$48.7K -177 -6%
CWM
2817
Cahaba Wealth Management
Georgia
$738K +$87.7K +319 +13%
PC
2818
Permit Capital
Pennsylvania
$738K
KFS
2819
Kaizen Financial Strategies
California
$737K -$27.2K -99 -4%
CIP
2820
Convergence Investment Partners
Florida
$735K +$26.7K +97 +4%
TCM
2821
Tandem Capital Management
New Jersey
$735K +$108K +392 +17%
SWA
2822
SOA Wealth Advisors
New York
$733K -$38.5K -140 -5%
HWMO
2823
Heritage Wealth Management (Ohio)
Ohio
$733K
CIS
2824
Custom Index Systems
New York
$731K +$731K +2,659 New
AWS
2825
Aspen Wealth Strategies
Colorado
$723K +$2.48K +9 +0.3%