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 %
LFA
2876
Laraway Financial Advisors
Minnesota
$687K
Members Trust
2877
Members Trust
Florida
$686K
MSG
2878
Main Street Group
Virginia
$686K -$29.7K -108 -4%
SFC
2879
Swisher Financial Concepts
Ohio
$685K +$343K +1,258 +100%
IAG
2880
Investmark Advisory Group
Connecticut
$684K +$7.7K +28 +1%
ASC
2881
Atalanta Sosnoff Capital
New York
$683K -$55.4M -201,632 -99%
VAM
2882
Verity Asset Management
North Carolina
$683K +$169K +615 +33%
AAM
2883
Augustine Asset Management
Florida
$681K +$10.2K +37 +2%
CG
2884
Cynosure Group
Utah
$680K -$1.99M -7,234 -75%
EL
2885
EWA LLC
Pennsylvania
$680K +$16K +52 +2%
FCA
2886
FinTrust Capital Advisors
South Carolina
$677K +$30.2K +110 +5%
AA
2887
Apriem Advisors
California
$677K -$19.5K -71 -3%
GP
2888
Geneva Partners
Wisconsin
$677K +$825 +3 +0.1%
BIA
2889
Biondo Investment Advisors
Pennsylvania
$674K +$176K +641 +35%
SCA
2890
Sage Capital Advisors
South Dakota
$674K -$1.65K -6 -0.2%
B
2891
Bellecapital
Switzerland
$674K -$120K -438 -15%
NC
2892
Napatree Capital
Rhode Island
$674K +$150K +547 +29%
CAG
2893
Curtis Advisory Group
California
$674K -$27.5K -100 -4%
CPW
2894
Crestmont Private Wealth
Texas
$673K +$44.3K +161 +7%
WCM
2895
Wedge Capital Management
North Carolina
$673K
TWP
2896
Tower Wealth Partners
Pennsylvania
$671K -$112K -409 -14%
GC
2897
Garde Capital
Washington
$670K -$14.6K -53 -2%
GCA
2898
Guardian Capital Advisors
Ontario, Canada
$669K +$26.7K +96 +4%
VAF
2899
Values Added Financial
District of Columbia
$668K +$3.02K +11 +0.5%
NFG
2900
Nadler Financial Group
Illinois
$667K +$125K +455 +23%