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 %
LA
3001
LexAurum Advisors
Kansas
$564K -$2.2K -8 -0.4%
MWM
3002
Merriman Wealth Management
Washington
$564K +$145K +526 +35%
VWM
3003
Vivid Wealth Management
Iowa
$563K -$254K -923 -31%
SFG
3004
SNS Financial Group
Minnesota
$562K +$7.97K +29 +1%
CRI
3005
Colonial River Investments
Virginia
$562K +$303K +1,103 +117%
C1AG
3006
Client 1st Advisory Group
Florida
$562K -$34.9K -127 -6%
KWM
3007
KFG Wealth Management
Indiana
$562K +$299K +1,086 +113%
RWM
3008
RKL Wealth Management
Pennsylvania
$562K -$13.5K -49 -2%
PSCM
3009
Per Stirling Capital Management
Texas
$562K +$17.6K +64 +3%
NFSG
3010
Newbridge Financial Services Group
Florida
$560K +$141K +512 +34%
WIM
3011
WealthPlan Investment Management
Nebraska
$560K -$1.18M -4,301 -68%
YWS
3012
Yarger Wealth Strategies
Ohio
$557K +$34.4K +125 +7%
BC
3013
Belmont Capital
California
$557K
FNWA
3014
Financial Network Wealth Advisors
Utah
$555K -$275 -1 -0%
CSWM
3015
Cassady Schiller Wealth Management
Ohio
$555K
TI
3016
Truepoint Inc
Ohio
$552K +$39.9K +145 +8%
AHIA
3017
Andrew Hill Investment Advisors
Florida
$552K -$1.54M -5,616 -74%
HIM
3018
Hillsdale Investment Management
Ontario, Canada
$551K -$228K -828 -29%
HFM
3019
Harvest Fund Management
China
$551K -$1.9M -6,922 -78%
HTHT
3020
Hemenway Trust Hemenway Trust
New Hampshire
$551K -$122K -445 -18%
VV
3021
Verity & Verity
South Carolina
$551K -$149K -541 -21%
FM
3022
Freemont Management
Switzerland
$550K +$49.5K +180 +10%
KFI
3023
Key Financial Inc
Pennsylvania
$550K +$5.77K +21 +1%
BAM
3024
Blueshift Asset Management
New Jersey
$549K -$401K -1,459 -42%
BFS
3025
Burr Financial Services
California
$549K