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 %
SWM
3151
Sagace Wealth Management
Florida
$441K +$441K +1,572 New
EB
3152
Exchange Bank
California
$441K -$1.93K -7 -0.4%
SFC
3153
Strategic Financial Concepts
Texas
$441K -$110M -401,762 -100%
ACA
3154
Atlas Capital Advisors
Wyoming
$440K -$6.27M -22,800 -93%
AHL
3155
Abel Hall LLC
Louisiana
$439K -$24.2K -88 -5%
WFMPM
3156
Woodley Farra Manion Portfolio Management
Indiana
$439K -$230K -836 -34%
WDG
3157
Wealth Dimensions Group
Ohio
$438K -$9.9K -36 -2%
SHF
3158
Stage Harbor Financial
Massachusetts
$438K -$52.2K -188 -11%
CWM
3159
Chesapeake Wealth Management
Virginia
$438K -$48.9K -178 -10%
WA
3160
Westfuller Advisors
New York
$437K +$437K +1,589 New
TC
3161
TwinBeech Capital
New York
$437K -$67.7M -246,280 -99%
AGC
3162
Aspen Grove Capital
Colorado
$436K -$550 -2 -0.1%
SCA
3163
Sippican Capital Advisors
Massachusetts
$436K
IF
3164
Integrity Financial
Wyoming
$434K +$55K +200 +15%
SRC
3165
Shufro Rose & Co
New York
$434K
YWM
3166
Yoder Wealth Management
California
$434K -$17.9K -65 -4%
CWC
3167
Carolinas Wealth Consulting
North Carolina
$433K -$119K -432 -22%
FFWM
3168
Future Financial Wealth Management
Ohio
$432K
AA
3169
AJ Advisors
Tennessee
$432K +$13.2K +48 +3%
TCWM
3170
Total Clarity Wealth Management
Illinois
$431K -$38.2K -139 -8%
SNBOSD
3171
Security National Bank of So Dak
Iowa
$430K
VP
3172
Verum Partners
North Carolina
$429K -$11.3K -41 -3%
MIAS
3173
Mason Investment Advisory Services
Virginia
$429K -$7.7K -28 -2%
RWA
3174
Redhawk Wealth Advisors
Minnesota
$428K -$100K -364 -19%
Cohen & Steers
3175
Cohen & Steers
New York
$427K -$7.98K -29 -2%