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 %
PSF
3376
Pacific Sun Financial
California
$311K
FWM
3377
Forza Wealth Management
Florida
$311K +$23.4K +85 +8%
BO
3378
Bank OZK
Arkansas
$310K +$42.1K +153 +16%
PAG
3379
Powers Advisory Group
Illinois
$310K +$275 +1 +0.1%
APW
3380
Aurora Private Wealth
New Jersey
$309K +$11.8K +43 +4%
LFGO
3381
Legacy Financial Group (Oklahoma)
Oklahoma
$309K +$309K +1,065 New
AWAP
3382
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$308K +$10.7K +39 +4%
FWM
3383
Fortress Wealth Management
California
$308K -$4.4K -16 -1%
SC
3384
Saturna Capital
Washington
$307K
SEA
3385
Stegent Equity Advisors
Texas
$306K -$40.4K -147 -12%
DWM
3386
Dechtman Wealth Management
Colorado
$306K +$275 +1 +0.1%
GWA
3387
Geometric Wealth Advisors
District of Columbia
$305K
MSA
3388
McAlister Sweet & Associates
Texas
$305K
GCA
3389
Greenwood Capital Associates
South Carolina
$304K -$3.57K -13 -1%
UWPG
3390
Ullmann Wealth Partners Group
Florida
$303K -$17K -62 -5%
CIC
3391
Cutler Investment Counsel
Oregon
$303K +$6.05K +22 +2%
CW
3392
Cook Wealth
North Carolina
$303K
WCM
3393
Windward Capital Management
California
$302K +$302K +1,100 New
TWM
3394
Triton Wealth Management
Arizona
$302K
B
3395
Barings
North Carolina
$302K +$63K +229 +26%
AIA
3396
AIMZ Investment Advisors
California
$301K -$5.78K -21 -2%
BDFN
3397
Bond & Devick Financial Network
Minnesota
$300K
PJWM
3398
Philip James Wealth Mangement
Georgia
$299K +$1.65K +6 +0.6%
ML
3399
Mayport LLC
Massachusetts
$299K
BWM
3400
Birchcreek Wealth Management
Ohio
$299K -$2.48K -9 -0.8%