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 %
SFG
2851
Sunburst Financial Group
Alabama
$703K +$35.2K +128 +5%
FWM
2852
FFT Wealth Management
Pennsylvania
$701K +$123K +448 +21%
DSN
2853
D. Scott Neal
Kentucky
$701K
I
2854
INVST
Indiana
$701K -$546K -1,985 -44%
NA
2855
Navellier & Associates
Nevada
$701K
IWP
2856
Invenio Wealth Partners
Florida
$701K +$20.6K +75 +3%
SFS
2857
Sharp Financial Services
Pennsylvania
$700K -$96.5K -351 -12%
RFG
2858
RFP Financial Group
Georgia
$700K -$264K -960 -27%
PA
2859
Promethium Advisors
Maryland
$700K +$700K +2,545 New
GCA
2860
Gradient Capital Advisors
California
$699K +$38.5K +140 +6%
JE
2861
JMAC Enterprises
Pennsylvania
$699K +$11.5K +42 +2%
CPL
2862
CAP Partners LLC
Tennessee
$697K -$16.8K -61 -2%
HP
2863
Holistic Planning
Texas
$697K +$166K +603 +31%
MAM
2864
Marotta Asset Management
Virginia
$697K
CNFG
2865
Creegan & Nassoura Financial Group
New Hampshire
$695K +$4.4K +16 +0.6%
RCM
2866
Raleigh Capital Management
North Carolina
$694K +$25.9K +94 +4%
CRIG
2867
Charter Research & Investment Group
Connecticut
$693K
PWA
2868
Primoris Wealth Advisors
Florida
$692K
DPI
2869
Diversified Portfolios Inc
Michigan
$690K +$4.68K +17 +0.7%
EW
2870
Elyxium Wealth
California
$690K +$690K +2,510 New
IAP
2871
Indie Asset Partners
Indiana
$689K
CNTOF
2872
Canandaigua National Trust of Florida
New York
$689K +$689K +2,505 New
ES
2873
Eagle Strategies
New York
$689K +$689K +2,505 New
KL
2874
KilterHowling LLC
Colorado
$689K +$44K +160 +7%
PFSC
2875
Peoples Financial Services Corp
Pennsylvania
$688K -$374K -1,362 -35%