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 %
SIG
3451
Spinnaker Investment Group
California
$274K +$18.7K +68 +7%
FCMC
3452
Founders Capital Management (Connecticut)
Connecticut
$274K -$90.5K -329 -25%
BSAM
3453
Blue Square Asset Management
New York
$273K
RIS
3454
Retirement Income Solutions
Michigan
$273K
HWMG
3455
Hurlow Wealth Management Group
Indiana
$273K +$1.93K +7 +0.7%
TCMP
3456
Thrive Capital Management (Pennsylvania)
Pennsylvania
$271K +$275 +1 +0.1%
TT
3457
TI-Trust
Illinois
$271K
TCG
3458
Transcendent Capital Group
Oklahoma
$271K -$327K -1,191 -55%
YCG
3459
Yeomans Consulting Group
Georgia
$270K -$7.15K -26 -3%
NI
3460
NCP Inc
California
$269K
CPC
3461
Cookson Peirce & Co
Pennsylvania
$269K -$32.2M -117,279 -99%
TCM
3462
Tuttle Capital Management
Connecticut
$268K +$34.6K +126 +15%
EFG
3463
Ehrlich Financial Group
California
$267K -$1.37K -5 -0.5%
AFP
3464
Alpha Financial Partners
Kentucky
$267K +$267K +973 New
GWM
3465
Gitterman Wealth Management
New Jersey
$267K +$3.03K +11 +1%
SA
3466
Stewardship Advisors
Pennsylvania
$267K +$267K +970 New
MAA
3467
Matrix Asset Advisors
New York
$266K -$6.87K -25 -3%
WIM
3468
Warwick Investment Management
Texas
$266K +$2.48K +9 +0.9%
SFP
3469
Sterling Financial Planning
New Jersey
$266K -$16.2K -59 -6%
CCP
3470
Carmel Capital Partners
California
$266K
4WM
3471
4J Wealth Management
Virginia
$266K
LF
3472
LifeSteps Financial
California
$265K
RCI
3473
RS Crum Inc
California
$265K
FAM
3474
Flaharty Asset Management
Florida
$264K
VCWA
3475
Vanguard Capital Wealth Advisors
Colorado
$264K +$14.8K +54 +6%