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 %
AF
3476
Affiance Financial
Minnesota
$262K +$13.5K +49 +5%
EWA
3477
Evolution Wealth Advisors
Florida
$262K -$13.5K -49 -5%
LC
3478
LCNB Corp
Ohio
$262K -$11K -40 -4%
ORAM
3479
One River Asset Management
Connecticut
$262K -$1.09M -3,946 -81%
AWM
3480
Abound Wealth Management
Tennessee
$261K +$29.4K +107 +13%
O3W
3481
Omni 360 Wealth
New Jersey
$261K +$261K +950 New
HFA
3482
Highland Financial Advisors
New Jersey
$261K
OGF
3483
Orin Green Financial
California
$261K
CWM
3484
Chemistry Wealth Management
New York
$261K +$13.7K +50 +6%
RA
3485
Rise Advisors
New York
$261K -$7.7K -28 -3%
CCA
3486
Cadent Capital Advisors
Oklahoma
$260K +$2.75K +10 +1%
EA
3487
Eclectic Associates
California
$260K -$4.4K -16 -2%
KSWWM
3488
Keyes Stange & Wooten Wealth Management
Florida
$260K -$3.85K -14 -1%
EM
3489
ELCO Management
New York
$260K -$7.15K -26 -3%
JPG
3490
Jordan Park Group
California
$259K +$259K +943 New
AFO
3491
Arrowroot Family Office
California
$259K +$4.68K +17 +2%
LAM
3492
LifePro Asset Management
California
$259K +$259K +941 New
BWA
3493
BlueSky Wealth Advisors
North Carolina
$258K -$20.9K -76 -7%
SIM
3494
Seaview Investment Managers
Florida
$258K +$258K +940 New
WC
3495
Wynn Capital
Georgia
$258K
TAM
3496
TCP Asset Management
Ohio
$257K +$257K +936 New
KFS
3497
Keynote Financial Services
Connecticut
$257K +$23.4K +85 +10%
PWA
3498
Phoenix Wealth Advisors
North Carolina
$256K -$55K -200 -18%
EMAM
3499
Encompass More Asset Management
California
$256K +$256K +931 New
EPWM
3500
Essex Private Wealth Management
Massachusetts
$256K