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 %
RIP
3051
RAM Investment Partners
Washington
$524K +$17.6K +64 +3%
NIC
3052
Northwest Investment Counselors
Oregon
$523K +$8.25K +30 +2%
CFD
3053
Creative Financial Designs
Indiana
$521K -$55K -200 -10%
PTC
3054
Petrus Trust Company
Texas
$520K +$520K +1,893 New
GIM
3055
Guardian Investment Management
California
$518K -$1.03M -22,900 -66%
ODIJL
3056
One Day In July LLC
Vermont
$516K +$154K +561 +43%
HFP
3057
Holistic Financial Partners
Indiana
$516K +$12.6K +46 +3%
LCM
3058
LVM Capital Management
Michigan
$516K
HI
3059
Hudock Inc
Pennsylvania
$516K -$1.38K -5 -0.3%
SAM
3060
Smithbridge Asset Management
Pennsylvania
$513K +$825 +3 +0.2%
BPFA
3061
Barnes Pettey Financial Advisors
Mississippi
$512K +$45.9K +167 +10%
GPW
3062
Gentry Private Wealth
Kansas
$512K +$550 +2 +0.1%
MA
3063
MKT Advisors
California
$510K +$14.1K +51 +3%
CCA
3064
Catalyst Capital Advisors
New York
$510K -$3.16M -11,475 -86%
JWM
3065
Jeppson Wealth Management
California
$509K -$550 -2 -0.1%
MIG
3066
McGuire Investment Group
Rhode Island
$509K
FWI
3067
Facet Wealth Inc
Maryland
$509K +$7.85K +27 +2%
DB
3068
Dravo Bay
Delaware
$508K -$14.3K -52 -3%
OPPS
3069
Obsidian Personal Planning Solutions
Maryland
$507K -$13K -45 -3%
MAC
3070
Mason & Associates (California)
California
$507K -$184K -671 -27%
MMHP
3071
Murphy Middleton Hinkle & Parker
Georgia
$505K
FIC
3072
FCG Investment Company
Tennessee
$504K +$44.5K +162 +10%
CIG
3073
Cairn Investment Group
Washington
$504K -$1.38K -5 -0.3%
SHF
3074
Safe Harbor Fiduciary
Florida
$504K +$504K +1,832 New
SM
3075
Sweeney & Michel
California
$503K +$3.49K +12 +0.7%