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 %
CIA
3301
Caerus Investment Advisors
Texas
$353K
FCCM
3302
First City Capital Management
Georgia
$350K +$63.8K +232 +22%
GA
3303
Greenspring Advisors
Maryland
$349K +$349K +1,271 New
AIMC
3304
Alley Investment Management Company
Illinois
$349K
HS
3305
Horan Securities
United States
$349K +$56.9K +207 +20%
SR
3306
Syntax Research
Florida
$349K +$275 +1 +0.1%
CWM
3307
C2C Wealth Management
Arizona
$348K
GWM
3308
Greenwich Wealth Management
Connecticut
$347K +$275 +1 +0.1%
VI
3309
VanderPol Investments
Michigan
$347K +$10.4K +38 +3%
AWS
3310
Arkfeld Wealth Strategies
Nebraska
$346K +$278 +1 +0.1%
SICM
3311
Sustainable Insight Capital Management
New York
$346K -$27.5K -100 -7%
AAM
3312
Austin Asset Management
Texas
$346K +$550 +2 +0.2%
SN
3313
Sittner & Nelson
Oregon
$344K
SCG
3314
Sonata Capital Group
Washington
$343K
CMAI
3315
Capital Management Associates Inc
Minnesota
$343K +$550 +2 +0.2%
TPW
3316
Tiller Private Wealth
Pennsylvania
$341K +$4.4K +16 +1%
PCA
3317
Prosperity Capital Advisors
Ohio
$340K +$14.3K +52 +4%
UFF
3318
USA Financial Formulas
Michigan
$340K -$28.9K -105 -8%
GWM
3319
GSB Wealth Management
Connecticut
$339K +$275 +1 +0.1%
RS
3320
Rakuten Securities
Japan
$339K +$50K +182 +17%
SIS
3321
Strategic Investment Solutions
Illinois
$338K +$825 +3 +0.2%
JGIA
3322
Jackson Grant Investment Advisers
Connecticut
$337K
GFG
3323
Goldstone Financial Group
Illinois
$337K -$6.05K -22 -2%
C
3324
Covestor
United Kingdom
$336K +$14.9K +54 +5%
WWM
3325
Wagner Wealth Management
South Carolina
$336K -$31.6K -115 -9%