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 %
HZ
3026
Hixon Zuercher
Ohio
$547K +$19.2K +70 +4%
OWM
3027
OneAscent Wealth Management
Alabama
$547K -$90.7K -330 -14%
PHWM
3028
Pine Harbor Wealth Management
Maryland
$546K -$82.5K -300 -13%
VFPW
3029
Vantage Financial Partners (Wisconsin)
Wisconsin
$545K -$50.3K -183 -8%
NJIM
3030
Nabity-Jensen Investment Management
Nebraska
$544K +$82.5K +300 +18%
CPA
3031
Capital Performance Advisors
California
$542K +$223K +811 +70%
CG
3032
Clifford Group
Massachusetts
$541K -$14.8K -54 -3%
SAMC
3033
Spectrum Asset Management (California)
California
$541K -$811K -2,949 -60%
MWA
3034
MFA Wealth Advisors
Pennsylvania
$541K -$3.86M -14,029 -88%
AO
3035
Allen Operations
New York
$541K
SIM
3036
Studio Investment Management
Illinois
$539K +$18.7K +68 +4%
EBA
3037
Eagle Bay Advisors
New York
$538K +$1.65K +6 +0.3%
FCM
3038
Family Capital Management
Michigan
$538K +$24.5K +89 +5%
AP
3039
Advisors Preferred
Maryland
$538K +$173K +624 +48%
EC
3040
EdgeRock Capital
Colorado
$536K +$28.3K +103 +6%
CPWA
3041
Cerro Pacific Wealth Advisors
California
$533K
PWA
3042
Physician Wealth Advisors
Utah
$532K -$53.1K -190 -9%
BIP
3043
Blue Investment Partners
California
$532K
EA
3044
Emerald Advisors
Washington
$532K +$15.7K +54 +3%
DWA
3045
Dougherty Wealth Advisers
Minnesota
$530K
JJBC
3046
James J. Burns & Company
New York
$530K +$30.5K +111 +6%
WAM
3047
Worth Asset Management
Texas
$529K +$113K +412 +27%
MAG
3048
M3 Advisory Group
Massachusetts
$528K +$47.8K +174 +10%
GAM
3049
Garrison Asset Management
Arkansas
$528K +$13.5K +49 +3%
MCM
3050
Monarch Capital Management
Indiana
$525K -$5.77K -21 -1%