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 %
MWP
3176
Meridian Wealth Partners
Pennsylvania
$425K -$13.2K -48 -3%
FSA
3177
Financial Security Advisor
Virginia
$424K -$21.2K -77 -5%
PC
3178
Permanens Capital
New York
$424K +$424K +1,543 New
MWM
3179
Mascoma Wealth Management
New Hampshire
$424K -$1.38K -5 -0.3%
PIMG
3180
Patriot Investment Management Group
Tennessee
$424K -$8.25K -30 -2%
CICC
3181
Capital Investment Counsel (Colorado)
Colorado
$423K +$17K +62 +4%
OPOWM
3182
One Plus One Wealth Management
Florida
$422K -$275 -1 -0.1%
BWCS
3183
Beirne Wealth Consulting Services
Connecticut
$422K
SHWM
3184
Smith & Howard Wealth Management
Georgia
$421K
RAM
3185
Roanoke Asset Management
New Jersey
$421K
V
3186
VeraBank
Texas
$421K -$2.75K -10 -0.6%
GHAM
3187
Gilman Hill Asset Management
Connecticut
$421K -$68.7K -250 -14%
OLVIG
3188
Oliver Lagore Vanvalin Investment Group
Michigan
$421K +$52K +189 +14%
FFO
3189
Fortitude Family Office
Arizona
$420K +$294K +1,071 +234%
CWM
3190
Cherrydale Wealth Management
New Jersey
$419K +$41.5K +151 +11%
MFWP
3191
Mosaic Family Wealth Partners
Missouri
$419K +$7.97K +29 +2%
WWP
3192
Waypoint Wealth Partners
California
$416K +$196K +712 +89%
CFFP
3193
Center for Financial Planning
Michigan
$416K +$2.48K +9 +0.6%
APG
3194
Abacus Planning Group
South Carolina
$415K +$93.2K +339 +29%
AWA
3195
Aletheian Wealth Advisors
Washington
$414K -$604K -2,197 -59%
TVAMP
3196
Tennessee Valley Asset Management Partners
Tennessee
$414K -$133K -483 -24%
LRWA
3197
Long Run Wealth Advisors
New York
$414K -$1.93K -7 -0.5%
PFM
3198
Phillips Financial Management
Indiana
$412K +$3.85K +14 +0.9%
EWS
3199
Eagle Wealth Strategies
New Jersey
$412K +$412K +1,499 New
EA
3200
Echo45 Advisors
California
$412K -$23.6K -86 -5%