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 %
TFF
3126
The Family Firm
Maryland
$458K +$81.9K +298 +22%
OC
3127
Oarsman Capital
Wisconsin
$458K +$15.7K +57 +4%
SPWM
3128
Schrum Private Wealth Management
Florida
$458K -$1.5M -5,466 -77%
LGG
3129
Luts & Greenleigh Group
Maryland
$456K +$106K +384 +30%
VCM
3130
Vivaldi Capital Management
Illinois
$455K +$3.57K +13 +0.8%
CFG
3131
Carr Financial Group
Massachusetts
$455K +$14K +51 +3%
GSAM
3132
Grant Street Asset Management
Pennsylvania
$454K +$5.33K +19 +1%
WPWM
3133
Western Pacific Wealth Management
Illinois
$454K
PIM
3134
Pullen Investment Management
Florida
$454K +$7.97K +29 +2%
SSW
3135
Smith Shellnut Wilson
Mississippi
$453K +$5.22K +19 +1%
NIWA
3136
New Insight Wealth Advisors
California
$451K
RAS
3137
RPS Advisory Solutions
Kentucky
$451K -$42.3K -154 -9%
MHR
3138
Matthew Hamilton Rosenberg
$450K -$11.8K -43 -3%
BFWM
3139
Bright Futures Wealth Management
New York
$450K -$27.6K -95 -6%
CWA
3140
Consilio Wealth Advisors
Washington
$448K +$42.1K +153 +10%
BCMLT
3141
Beacon Capital Management LLC (Tennessee)
Tennessee
$447K +$66.3K +241 +17%
NRW
3142
Nova R Wealth
Kansas
$447K +$550 +2 +0.1%
RFP
3143
Root Financial Partners
California
$447K +$71.2K +259 +19%
CBTWT
3144
Community Bank & Trust (Waco, Texas)
Texas
$446K -$13.7K -50 -3%
VDI
3145
Vaughan David Investments
Illinois
$445K
TFM
3146
TFC Financial Management
Massachusetts
$444K +$111K +402 +33%
HWP
3147
Heritage Wealth Partners
Ohio
$444K -$243K -883 -35%
CAGAS
3148
Capital Advisory Group Advisory Services
Minnesota
$443K
IPW
3149
Intergy Private Wealth
Colorado
$443K +$13.2K +48 +3%
BFG
3150
Bouchey Financial Group
New York
$441K +$19.8K +72 +5%