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 %
AFAS
2951
Acorn Financial Advisory Services
Virginia
$617K +$21.4K +78 +4%
CFG
2952
Copley Financial Group
California
$616K +$616K +2,240 New
FCA
2953
Fortis Capital Advisors
Kansas
$616K -$32.4K -118 -5%
LF
2954
Lantz Financial
Illinois
$613K +$115K +419 +23%
SFWA
2955
Summit Financial Wealth Advisors
Louisiana
$609K -$20.3K -74 -3%
SIM
2956
SSI Investment Management
California
$608K -$550 -2 -0.1%
APWA
2957
Atlas Private Wealth Advisors
New Jersey
$607K
ACM
2958
Andina Capital Management
Utah
$606K -$18.4K -67 -3%
IIA
2959
Integral Investment Advisors
California
$606K +$24.5K +89 +4%
BA
2960
Birinyi Associates
Connecticut
$605K
Aristotle Capital Management
2961
Aristotle Capital Management
California
$605K
WSWA
2962
Warren Street Wealth Advisors
California
$604K -$12.1K -44 -2%
TSMHT
2963
Thurston Springer Miller Herd & Titak
Indiana
$603K +$128K +464 +27%
PCH
2964
PGIM Custom Harvest
New Jersey
$603K -$198K -719 -25%
TFIPS
2965
Towarzystwo Funduszy Inwestycyjnych PZU SA
$602K -$158K -574 -21%
YLHM
2966
Yelin Lapidot Holdings Management
Israel
$601K
BL
2967
Balentine LLC
Georgia
$601K -$137K -500 -19%
RPGK
2968
Retirement Planning Group (Kansas)
Kansas
$601K -$6.05K -22 -1%
CA
2969
Crumly & Associates
Illinois
$597K +$30K +109 +5%
CSB
2970
City State Bank
Iowa
$597K -$14.8K -54 -2%
AR
2971
Apeiron RIA
Texas
$594K -$17.3K -63 -3%
WDL
2972
Well Done LLC
Michigan
$593K -$80K -291 -12%
NCTC
2973
New Covenant Trust Company
Indiana
$592K +$105K +380 +21%
PIAS
2974
PCA Investment Advisory Services
Ohio
$589K +$44.8K +163 +8%
LA
2975
Lifeworks Advisors
Michigan
$588K +$264K +961 +82%