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 %
SCM
2826
SOL Capital Management
Maryland
$723K
TWM
2827
Trueblood Wealth Management
Ohio
$723K +$1.38K +5 +0.2%
TFA
2828
Tranquilli Financial Advisor
New Jersey
$721K +$3.02K +11 +0.4%
PVM
2829
Palogic Value Management
Texas
$720K
OFG
2830
OmniStar Financial Group
North Carolina
$719K +$719K +2,611 New
AA
2831
Addison Advisors
Vermont
$718K +$11.5K +42 +2%
PWA
2832
Provenance Wealth Advisors
Florida
$718K +$612K +2,227 +580%
BW
2833
BIP Wealth
Georgia
$717K +$14.9K +54 +2%
TW
2834
Traveka Wealth
California
$717K +$23.4K +85 +3%
WFM
2835
Wolff Financial Management
Michigan
$716K
WI
2836
Wintrust Investments
Illinois
$715K -$6.28M -22,846 -90%
GSIAS
2837
Garden State Investment Advisory Services
New Jersey
$714K +$37.2K +135 +6%
SGAM
2838
Smith Group Asset Management
Texas
$713K +$119K +431 +20%
WAOI
2839
Wealth Advisors of Iowa
Iowa
$713K +$6.88K +25 +1%
NP
2840
Ninepoint Partners
Ontario, Canada
$712K -$85.2K -310 -11%
ACP
2841
Aveo Capital Partners
Colorado
$712K +$17.9K +65 +3%
FBC
2842
Fairfield, Bush & Co
Connecticut
$710K +$710K +2,584 New
SCA
2843
St. Clair Advisors
Ohio
$710K
LA
2844
Lane & Associates
New Jersey
$709K +$10.2K +37 +1%
SGCA
2845
Steel Grove Capital Advisors
Tennessee
$708K +$25.6K +93 +4%
PWM
2846
Proathlete Wealth Management
Florida
$708K +$550 +2 +0.1%
VA
2847
Verdad Advisers
Massachusetts
$706K +$357K +1,300 +103%
HHRDM
2848
H&H Retirement Design & Management
Nevada
$706K -$38.3K -137 -5%
BBNA
2849
Bremer Bank National Association
Minnesota
$706K -$164K -597 -19%
WAG
2850
Windsor Advisory Group
Ohio
$704K +$704K +2,561 New