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 %
MHIC
3401
Marble Harbor Investment Counsel
Massachusetts
$298K
MCM
3402
Maple Capital Management
Vermont
$298K +$4.68K +17 +2%
WHCFA
3403
William Howard & Co Financial Advisors
Tennessee
$297K
MPM
3404
MBB Public Markets
Illinois
$297K -$30.6M -111,434 -99%
PFA
3405
Petra Financial Advisors
Colorado
$296K +$296K +1,075 New
AF
3406
Apollon Financial
South Carolina
$296K +$56.9K +207 +24%
DFA
3407
Davies Financial Advisors
California
$295K -$76.4K -278 -21%
SFO
3408
Standard Family Office
South Dakota
$294K
NCM
3409
Neumann Capital Management
California
$294K
NFP
3410
Narus Financial Partners
Utah
$294K +$43.1K +157 +17%
TIM
3411
Tortoise Investment Management
New York
$293K +$14K +51 +5%
BIA
3412
Bell Investment Advisors
California
$292K -$275 -1 -0.1%
DWP
3413
Destiny Wealth Partners
Florida
$291K +$15.9K +58 +6%
CSIA
3414
Carl Stuart Investment Advisor
Texas
$291K +$291K +1,058 New
KFS
3415
Kelly Financial Services
Massachusetts
$290K -$2.48K -9 -0.8%
WFC
3416
Western Financial Corp
California
$289K +$2.75K +10 +1%
VW
3417
Vance Wealth
California
$289K -$19.8K -72 -6%
GA
3418
GSG Advisors
New Jersey
$287K +$26.7K +96 +10%
WIA
3419
Wetzel Investment Advisors
Indiana
$287K -$20.1K -73 -7%
PIWA
3420
Prevail Innovative Wealth Advisors
Kansas
$287K +$75.6K +275 +36%
ASG
3421
Ariston Services Group
California
$286K
TWA
3422
Tandem Wealth Advisors
Arizona
$286K -$166K -602 -37%
JF
3423
Jump Financial
Illinois
$285K -$1.61M -5,850 -85%
1CP
3424
17 Capital Partners
Arizona
$285K -$61.9K -225 -18%
UI
3425
Unconventional Investor
New Hampshire
$285K