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 %
SC
3201
Seldon Capital
California
$411K
PBO
3202
Peoples Bank (Ohio)
Ohio
$411K -$2.75K -10 -0.7%
WA
3203
WESPAC Advisors
California
$411K
LFG
3204
Lockerman Financial Group
California
$409K -$25K -91 -6%
FWP
3205
Firethorn Wealth Partners
Georgia
$409K +$3.02K +11 +0.7%
CHA
3206
Carmichael Hill & Associates
Maryland
$406K -$88K -320 -18%
DWM
3207
Defined Wealth Management
Oregon
$406K +$15.9K +58 +4%
IWM
3208
Iams Wealth Management
Nebraska
$406K +$89.6K +326 +28%
MIM
3209
Marco Investment Management
Georgia
$405K -$18.1K -66 -4%
CCA
3210
Carrera Capital Advisors
Michigan
$404K +$34.7K +126 +9%
MWA
3211
Motive Wealth Advisors
Michigan
$404K
SIC
3212
Schwartz Investment Counsel
Michigan
$404K
PPW
3213
Presilium Private Wealth
Pennsylvania
$404K
FFG
3214
Fortem Financial Group
California
$404K +$5.23K +19 +1%
MWC
3215
MBM Wealth Consultants
Missouri
$403K
UBG
3216
United Bank (Georgia)
Georgia
$402K -$2.75K -10 -0.7%
SA
3217
Skyline Advisors
Washington
$401K +$28K +102 +8%
BFPW
3218
BOK Financial Private Wealth
Colorado
$399K +$2.2K +8 +0.6%
CHA
3219
Cooper/Haims Advisors
New York
$399K -$9.62K -35 -2%
WFA
3220
WestHill Financial Advisors
California
$399K +$21.4K +78 +6%
TPWA
3221
Twin Peaks Wealth Advisors
California
$398K -$20.1K -73 -5%
RPCA
3222
Running Point Capital Advisors
California
$398K -$109K -395 -21%
SF
3223
Safeguard Financial
Wisconsin
$397K +$112K +406 +39%
AMG
3224
Advisors Management Group
Wisconsin
$397K -$1.93K -7 -0.5%
MAM
3225
Marquette Asset Management
Minnesota
$396K +$194K +704 +96%