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 %
MWM
3226
Mosley Wealth Management
California
$395K +$60.8K +212 +18%
HNWAG
3227
High Net Worth Advisory Group
Florida
$395K
MSWM
3228
Mowery & Schoenfeld Wealth Management
Illinois
$395K +$34.4K +125 +10%
GSEP
3229
Golden State Equity Partners
California
$395K -$2.78M -10,101 -88%
PWP
3230
Precedent Wealth Partners
Texas
$394K -$7.7K -28 -2%
LCGC
3231
Legacy Capital Group California
California
$393K +$40.1K +146 +11%
DA
3232
DSC Advisors
Illinois
$392K +$1.1K +4 +0.3%
CCMI
3233
Creative Capital Management Investments
California
$392K
AC
3234
Allstate Corporation
Illinois
$392K -$1.07M -3,886 -73%
MWA
3235
Muirfield Wealth Advisors
North Carolina
$391K +$153K +558 +65%
LWM
3236
LongView Wealth Management
Georgia
$391K -$9.9K -36 -2%
IFA
3237
Index Fund Advisors
California
$390K
LWM
3238
Lakeridge Wealth Management
Ohio
$390K -$3.02K -11 -0.8%
PVAMC
3239
PPS&V Asset Management Consultants
Michigan
$389K -$4.4K -16 -1%
LWM
3240
LJI Wealth Management
Indiana
$388K -$1.65K -6 -0.4%
PFA
3241
Pathway Financial Advisors
Vermont
$388K +$46.5K +169 +14%
WJA
3242
Willis Johnson & Associates
Texas
$388K -$35.2K -128 -8%
ORC
3243
O'Rourke & Company
Massachusetts
$388K +$57.2K +208 +17%
CGA
3244
Crescent Grove Advisors
Illinois
$387K -$13.8K -50 -3%
CPCM
3245
Cardinal Point Capital Management
Ontario, Canada
$387K +$387K +1,406 New
MIM
3246
Martin Investment Management
Florida
$385K
WW
3247
Westshore Wealth
California
$385K +$275 +1 +0.1%
GWP
3248
Gateway Wealth Partners
Wisconsin
$383K +$11.5K +42 +3%
FWP
3249
Falcon Wealth Planning
California
$383K +$20.6K +75 +6%
EWA
3250
ERTS Wealth Advisors
Michigan
$383K +$6.87K +25 +2%