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 %
EAM
3526
Everstar Asset Management
North Carolina
$247K +$247K +899 New
BIA
3527
BHK Investment Advisors
Alabama
$247K -$49.2K -179 -17%
DI
3528
DDFG Inc
California
$247K +$550 +2 +0.2%
IAG
3529
Investment Advisory Group
Massachusetts
$247K +$9.34K +34 +4%
LC
3530
Lavaca Capital
Texas
$246K -$7.97K -29 -3%
BRA
3531
Bender Robert & Associates
California
$246K +$246K +894 New
LFP
3532
Lakeshore Financial Planning
Michigan
$245K +$25.3K +92 +12%
MS
3533
Mizuho Securities
Japan
$245K -$421K -1,530 -63%
SP
3534
SWS Partners
Ohio
$244K +$824 +3 +0.3%
BF
3535
Brogan Financial
Tennessee
$243K +$8.25K +30 +4%
OCPWS
3536
One Charles Private Wealth Services
Massachusetts
$242K
IF
3537
IRON Financial
Illinois
$242K -$275 -1 -0.1%
HCM
3538
Hilton Capital Management
New York
$241K -$9.37M -34,090 -97%
MFS
3539
Madrona Financial Services
Washington
$240K -$33.5K -122 -12%
USB
3540
Union Savings Bank
Connecticut
$240K +$2.47K +9 +1%
JF
3541
Joule Financial
Kentucky
$239K -$12.9K -47 -5%
THCM
3542
Taylor Hoffman Capital Management
Virginia
$239K +$239K +825 New
AA
3543
Acorns Advisers
California
$239K +$20.1K +73 +9%
JLBC
3544
J.L. Bainbridge & Co
Florida
$238K
FMP
3545
Financial Management Professionals
Texas
$238K +$10.5K +38 +5%
EMFAT
3546
Emerald Mutual Fund Advisers Trust
Pennsylvania
$238K -$50K -182 -17%
IPWA
3547
International Private Wealth Advisors
California
$237K +$18.1K +66 +8%
HI
3548
Humankind Investments
New York
$237K +$22.5K +82 +11%
PWM
3549
Power Wealth Management
Georgia
$237K +$20.1K +73 +9%
AAM
3550
AR Asset Management
California
$236K +$16.5K +60 +8%