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 %
LWMT
3501
Legacy Wealth Management (Tennessee)
Tennessee
$255K +$255K +929 New
NA
3502
Nottingham Advisors
New York
$255K -$440K -1,600 -63%
SPI
3503
Sutton Place Investors
New York
$255K +$30.5K +111 +14%
MP
3504
McDonald Partners
Ohio
$254K
CA
3505
CapWealth Advisors
Tennessee
$254K +$254K +922 New
BA
3506
Bellwether Advisors
Nebraska
$253K -$8.25K -30 -3%
HFS
3507
Howard Financial Services
Texas
$253K +$5.5K +20 +2%
JWWM
3508
Johnson & White Wealth Management
Pennsylvania
$253K +$1.65K +6 +0.7%
LSA
3509
L & S Advisors
California
$253K -$4.01M -14,597 -94%
PWP
3510
Pursue Wealth Partners
California
$252K -$325K -1,183 -56%
SWRP
3511
Summit Wealth & Retirement Planning
California
$252K +$1.65K +6 +0.7%
ACM
3512
Ardent Capital Management
Ohio
$252K
BBWA
3513
Bell & Brown Wealth Advisors
California
$251K -$41.2K -150 -14%
APM
3514
Advanced Portfolio Management
New York
$251K -$217K -791 -46%
GB
3515
Goepper Burkhardt
South Carolina
$251K -$3.3K -12 -1%
EWP
3516
Elevation Wealth Partners
California
$250K
HIM
3517
Hanlon Investment Management
New Jersey
$249K +$22.8K +83 +10%
HWM
3518
Horizon Wealth Management
Illinois
$249K
FFP
3519
Forbes Financial Planning
Rhode Island
$249K
WP
3520
Wealthspan Partners
Iowa
$248K -$1.65K -6 -0.7%
MWM
3521
Melfa Wealth Management
Massachusetts
$248K -$11K -40 -4%
Dodge & Cox
3522
Dodge & Cox
California
$247K -$27.5K -100 -10%
LFASL
3523
Lugano Financial Advisors SA (LFA)
Switzerland
$247K -$25K -91 -9%
SC
3524
Schulhoff & Co
Ohio
$247K
IWM
3525
Integris Wealth Management
California
$247K -$7.7K -28 -3%