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 %
SPW
2901
Sonoma Private Wealth
California
$667K +$550 +2 +0.1%
TC
2902
TAGStone Capital
North Carolina
$667K +$2.75K +10 +0.4%
MWA
2903
Moser Wealth Advisors
Washington
$667K -$6.87K -25 -1%
PCM
2904
Princeton Capital Management
New Jersey
$664K -$1.31M -4,753 -66%
TNBTD
2905
Trustmark National Bank Trust Department
Mississippi
$663K -$782K -2,845 -54%
ABWM
2906
Alpine Bank Wealth Management
Colorado
$662K +$662K +2,409 New
OWP
2907
ORG Wealth Partners
Texas
$662K +$662K +2,408 New
TFA
2908
Tobias Financial Advisors
Florida
$662K +$1.1K +4 +0.2%
GWA
2909
GGM Wealth Advisors
Maryland
$660K +$3.3K +12 +0.5%
GCP
2910
GSA Capital Partners
United Kingdom
$660K +$660K +2,401 New
RP
2911
Rice Partnership
Hawaii
$660K -$88.3K -321 -12%
MM
2912
MQS Management
New York
$659K -$368K -1,338 -36%
RW
2913
Rede Wealth
Virginia
$659K +$12.1K +44 +2%
AC
2914
AXQ Capital
New Jersey
$659K -$1.98M -7,195 -75%
LOIM
2915
Liberty One Investment Management
Illinois
$657K -$25.3K -92 -4%
SPWG
2916
Sage Private Wealth Group
Illinois
$657K +$13.2K +48 +2%
FFA
2917
Founders Financial Alliance
North Carolina
$657K -$594K -2,159 -47%
GA
2918
Goldstein Advisors
Wisconsin
$655K +$23.1K +84 +4%
CFS
2919
Commonwealth Financial Services
West Virginia
$655K +$31.4K +113 +5%
LPAM
2920
Lodestar Private Asset Management
California
$655K
AWM
2921
Act Wealth Management
Texas
$653K -$2.48K -9 -0.4%
JSAM
2922
J. Safra Asset Management
New York
$653K +$63.6K +231 +11%
DA
2923
Detalus Advisors
Missouri
$651K -$25K -91 -4%
CFGA
2924
Cambridge Financial Group (Arizona)
Arizona
$650K +$390K +1,417 +150%
BTWM
2925
Brass Tax Wealth Management
Ohio
$648K +$87.4K +318 +16%