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 %
WRM
3351
Weybosset Research & Management
Rhode Island
$325K -$29.7K -108 -8%
RFM
3352
Royal Fund Management
Florida
$325K +$325K +1,182 New
PMG
3353
Private Management Group
California
$325K +$1.1K +4 +0.3%
AAG
3354
Armstrong Advisory Group
Massachusetts
$324K -$7.97K -29 -2%
SC
3355
Summa Corp
Texas
$324K
TDC
3356
Thompson Davis & Co
Virginia
$324K +$24.7K +90 +8%
GFPC
3357
Global Financial Private Client
Florida
$323K -$1.33M -4,833 -80%
OHIS
3358
Oak Harvest Investment Services
Texas
$323K -$27.5K -100 -8%
TCB
3359
Texas Capital Bancshares
Texas
$321K
PRWA
3360
Platte River Wealth Advisors
Colorado
$320K
AWA
3361
ARQ Wealth Advisors
Arizona
$320K -$1.38K -5 -0.4%
NC
3362
NovaPoint Capital
Georgia
$317K
FIBT
3363
First International Bank & Trust
North Dakota
$317K +$26.7K +97 +9%
ODG
3364
O'Dell Group
Ohio
$317K +$275 +1 +0.1%
FDS
3365
Freedom Day Solutions
Texas
$316K -$6.87K -25 -2%
MLFP
3366
MPS Loria Financial Planners
Illinois
$314K
EGWAG
3367
Elwood & Goetz Wealth Advisory Group
Georgia
$314K +$314K +1,142 New
ARG
3368
Advisory Resource Group
Oklahoma
$314K -$5.77K -21 -2%
MWM
3369
MinichMacGregor Wealth Management
New York
$313K
EWM
3370
Elevatus Welath Management
New York
$313K -$1.44M -5,250 -82%
EL
3371
Essex LLC
Illinois
$313K
WA
3372
WealthTrust Axiom
Pennsylvania
$312K
MC
3373
McCarthy & Cox
Ohio
$312K -$29.7K -108 -9%
FWM
3374
Focused Wealth Management
New York
$311K +$37.9K +138 +14%
SFCL
3375
Strengthening Families & Communities LLC
Massachusetts
$311K -$6.05K -22 -2%