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 %
GKIM
3326
GW&K Investment Management
Massachusetts
$335K +$25.6K +93 +8%
HIG
3327
Heritage Investment Group
Florida
$335K +$16.2K +59 +5%
PPH
3328
Pure Portfolios Holdings
Oregon
$334K +$334K +1,216 New
FP
3329
Financial Perspectives
Minnesota
$334K
ACC
3330
Acorn Creek Capital
Colorado
$334K +$2.48K +9 +0.7%
MBI
3331
May Barnhard Investments
Maryland
$333K -$17.6K -64 -5%
WA
3332
Wealthstream Advisors
New York
$333K +$67.6K +246 +25%
CA
3333
CGN Advisors
Kansas
$332K +$77.3K +281 +30%
I
3334
InceptionR
California
$332K -$1.56M -5,659 -82%
SLG
3335
Stanley-Laman Group
Pennsylvania
$331K -$188K -684 -36%
KPWG
3336
KFA Private Wealth Group
Virginia
$331K
MWPCG
3337
Measured Wealth Private Client Group
New Hampshire
$330K -$97.3K -354 -23%
FBFS
3338
First Business Financial Services
Wisconsin
$330K -$59.1K -215 -15%
CMP
3339
Courage Miller Partners
Virginia
$330K
PFA
3340
Plotkin Financial Advisors
Maryland
$330K
KWA
3341
Kellett Wealth Advisors
Ohio
$329K -$96.3K -350 -23%
ABTD
3342
Arvest Bank Trust Division
Oklahoma
$329K +$329K +1,196 New
CB
3343
Centennial Bank
Arkansas
$329K -$9.62K -35 -3%
RA
3344
Riversedge Advisors
Delaware
$327K -$15.7K -57 -5%
SL
3345
Salomon & Ludwin
Virginia
$326K +$5.77K +21 +2%
OAS
3346
Optivise Advisory Services
Tennessee
$326K +$326K +1,184 New
WAOTB
3347
Wealth Advisors of Tampa Bay
Florida
$325K +$325K +1,183 New
BBWP
3348
Beacon Bridge Wealth Partners
Pennsylvania
$325K
EA
3349
Enclave Advisors
Texas
$325K +$325K +1,182 New
EIP
3350
Ellis Investment Partners
Pennsylvania
$325K -$8.8K -32 -3%