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 %
ZF
2926
Zega Financial
Florida
$648K +$20.3K +74 +3%
TCM
2927
Towercrest Capital Management
Pennsylvania
$648K
TRIA
2928
Trail Ridge Investment Advisors
Colorado
$646K -$5.96K -21 -0.9%
WAM
2929
Winslow Asset Management
Ohio
$646K
RCM
2930
Requisite Capital Management
Texas
$642K
EAM
2931
Evanson Asset Management
California
$642K -$46.7K -170 -7%
GSIS
2932
Global Strategic Investment Solutions
Arizona
$640K +$13.8K +50 +2%
LAM
2933
Lewis Asset Management
California
$640K +$43.2K +157 +7%
BAM
2934
Bellevue Asset Management
Washington
$634K +$275 +1 +0%
UL
2935
Unionview LLC
Washington
$631K +$9.07K +33 +1%
AIP
2936
ARS Investment Partners
New York
$631K +$56.6K +206 +10%
GCM
2937
Gator Capital Management
Florida
$629K
AA
2938
AlphaQ Advisors
Florida
$626K -$29.1K -106 -4%
FFG
2939
Frisch Financial Group
New York
$624K -$464K -1,687 -43%
BWM
2940
BCS Wealth Management
Tennessee
$623K +$184K +670 +42%
LWANC
2941
Laurel Wealth Advisors (North Carolina)
North Carolina
$622K +$82.8K +301 +15%
HCC
2942
Hirtle Callaghan & Co
Pennsylvania
$622K +$188K +682 +43%
CCG
2943
Coastwise Capital Group
California
$621K +$120K +435 +24%
HWA
2944
HHM Wealth Advisors
Tennessee
$621K -$58K -211 -9%
C
2945
CEDRUS
Colorado
$621K +$15.9K +58 +3%
FCIM
2946
Fairview Capital Investment Management
California
$620K +$55K +200 +10%
OWA
2947
ORBA Wealth Advisors
Illinois
$619K -$23.9K -87 -4%
BAM
2948
Bosun Asset Management
Illinois
$619K -$13.7K -50 -2%
HWM
2949
Hemington Wealth Management
Virginia
$618K +$31.6K +109 +5%
MPCG
2950
Matrix Private Capital Group
New York
$617K