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 %
RIA
3076
Realta Investment Advisors
Delaware
$503K -$1.69M -6,014 -77%
PAG
3077
Paladin Advisory Group
Iowa
$502K
COCM
3078
Charter Oak Capital Management
New Hampshire
$502K +$169K +614 +51%
TWA
3079
Talisman Wealth Advisors
New Jersey
$502K -$825 -3 -0.2%
IA
3080
Insight Advisors
Pennsylvania
$501K +$5.5K +20 +1%
FA
3081
Financial Alternatives
California
$500K
CWMS
3082
Cannon Wealth Management Services
North Carolina
$499K +$499K +1,816 New
EW
3083
Element Wealth
Mississippi
$499K -$132K -479 -21%
SSA
3084
Sierra Summit Advisors
Nevada
$498K -$7.62M -27,700 -94%
PPW
3085
Parcion Private Wealth
Washington
$498K
IWS
3086
Insight Wealth Strategies
California
$497K +$825 +3 +0.2%
RB
3087
Rodgers Brothers
Pennsylvania
$497K
AC
3088
Apella Capital
Connecticut
$495K +$74.5K +269 +18%
CPA
3089
Clear Point Advisors
New York
$494K +$275 +1 +0.1%
MAG
3090
MRA Advisory Group
New Jersey
$494K -$125K -454 -20%
OIM
3091
Oder Investment Management
California
$493K -$42.3K -154 -8%
PCS
3092
Private Client Services
Kentucky
$492K -$6.88K -25 -1%
SFA
3093
Source Financial Advisors
New York
$490K -$19.5K -71 -4%
PA
3094
Probity Advisors
Texas
$490K -$7.15K -26 -1%
CWM
3095
Cedar Wealth Management
California
$489K -$122K -443 -20%
MAM
3096
Mainsail Asset Management
Alabama
$488K
W
3097
Wealthquest
Ohio
$488K -$4.44K -16 -0.9%
LJHT
3098
Laurie J. Hall Trustee
$488K
BDF
3099
Black Diamond Financial
Maryland
$488K +$6.32K +23 +1%
PCI
3100
Planning Center Inc
Illinois
$483K +$3.57K +13 +0.7%