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 %
WFA
3426
WMG Financial Advisors
Tennessee
$284K -$4.4K -16 -2%
NAG
3427
Northstar Advisory Group
New Jersey
$283K +$2.75K +10 +1%
DA
3428
Drake & Associates
Wisconsin
$282K -$340K -1,235 -55%
SBF
3429
Sara-Bay Financial
Florida
$282K
SA
3430
Scarborough Advisors
Maryland
$281K +$6.87K +25 +3%
BMA
3431
Brooks Moore & Associates
Tennessee
$281K
SFG
3432
Sterling Financial Group
California
$281K
HGWM
3433
Horst & Graben Wealth Management
Oregon
$280K
SWK
3434
Stephen W. Kidder
$279K
CFIM
3435
Client First Investment Management
Wisconsin
$279K
PWP
3436
Parkwoods Wealth Partners
New York
$279K +$279K +1,015 New
AFM
3437
Armstrong Fleming & Moore
District of Columbia
$278K -$9.35K -34 -3%
LFS
3438
Legacy Financial Strategies
Kansas
$277K +$60.2K +219 +28%
CA
3439
CSM Advisors
Pennsylvania
$277K +$44.8K +164 +19%
VAMG
3440
Voisard Asset Management Group
Michigan
$277K +$2.75K +10 +1%
LC
3441
Landaas & Company
Wisconsin
$276K
TW
3442
Towerpoint Wealth
California
$276K -$4.4K -16 -2%
VC
3443
Vicus Capital
Pennsylvania
$275K -$990K -3,602 -78%
MUAMU
3444
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$275K -$1.1M -4,000 -80%
BAM
3445
BOCHK Asset Management
Hong Kong
$275K -$137K -500 -33%
MCI
3446
MRP Capital Investments
Georgia
$275K
MIM
3447
Merrion Investment Management
New Jersey
$275K
AI
3448
ArchPoint Investors
Florida
$275K
CCM
3449
Campbell Capital Management
Florida
$275K +$275K +1,000 New
GWAG
3450
Garrett Wealth Advisory Group
Texas
$274K +$275 +1 +0.1%