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 %
EIG
3101
Ellenbecker Investment Group
Wisconsin
$481K -$153K -555 -24%
SI
3102
Saxon Interests
Texas
$480K -$53.9K -196 -10%
HPM
3103
Hoxton Planning & Management
West Virginia
$479K +$3.85K +14 +0.8%
GEM
3104
Global Endowment Management
North Carolina
$476K -$981K -3,568 -67%
CWA
3105
CM Wealth Advisors
Ohio
$475K
HCA
3106
Heck Capital Advisors
Wisconsin
$474K -$13.7K -50 -3%
CFP
3107
Cascade Financial Partners
California
$474K +$9.97K +35 +2%
MFG
3108
Midwest Financial Group
Kansas
$473K +$825 +3 +0.2%
MKC
3109
M. Kraus & Co
Vermont
$473K -$6.87K -25 -1%
GA
3110
Gateway Advisory
New Jersey
$472K +$11.3K +41 +2%
FCFC
3111
First Citizens Financial Corp
Iowa
$472K
JCFM
3112
JBR Co Financial Management
Oklahoma
$470K -$14.3K -52 -3%
MMH
3113
Menora Mivtachim Holdings
Israel
$467K
RWPA
3114
Richard W. Paul & Associates
Michigan
$467K -$17.1K -62 -4%
JEST
3115
JTC Employer Solutions Trustee
Jersey
$467K
CIM
3116
Contravisory Investment Management
Massachusetts
$467K
SCA
3117
Sandy Cove Advisors
Massachusetts
$466K +$2.2K +8 +0.5%
RFN
3118
Redwood Financial Network
Ohio
$465K -$22.5K -82 -5%
HA
3119
Hofer & Associates
California
$465K +$1.1K +4 +0.2%
SFC
3120
SYM Financial Corp
Indiana
$465K +$53.9K +196 +13%
DP
3121
Divergent Planning
Maryland
$463K
BWA
3122
Burt Wealth Advisors
Maryland
$462K
AWP
3123
Abacus Wealth Partners
California
$461K +$81.1K +295 +21%
SWM
3124
Seed Wealth Management
Illinois
$460K
PS
3125
Planned Solutions
California
$460K +$8.8K +32 +2%