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 %
DIA
3576
Dean Investment Associates
Ohio
$227K -$1.1K -4 -0.5%
SJGA
3577
Stephen J. Garry & Associates
New York
$227K
HAS
3578
Holland Advisory Services
Florida
$227K
WF
3579
Whelan Financial
California
$226K +$226K +821 New
BA
3580
Ballew Advisors
Mississippi
$225K +$225K +812 New
AIA
3581
Accelerate Investment Advisors
California
$224K +$224K +816 New
AIA
3582
Alternative Investment Advisors
Florida
$224K +$224K +815 New
PWA
3583
Providence Wealth Advisors
Illinois
$224K +$224K +788 New
DW
3584
Durante & Waters
New York
$223K
FWM
3585
Foguth Wealth Management
Michigan
$223K -$167K -606 -43%
SP
3586
Symmetry Partners
Connecticut
$222K -$2.21M -8,032 -91%
AEPWM
3587
Atlantic Edge Private Wealth Management
Florida
$221K
TA
3588
TrueWealth Advisors
Alabama
$220K -$101K -368 -31%
BWG
3589
Beta Wealth Group
California
$220K +$1.93K +7 +0.9%
SM
3590
Salzhauer Michael
$220K
KWM
3591
Kanen Wealth Management
Florida
$220K
BGAI
3592
Bruce G. Allen Investments
Colorado
$220K +$9.9K +36 +5%
MWM
3593
Massachusetts Wealth Management
Massachusetts
$220K -$17K -62 -7%
AMG
3594
Asset Management Group
Connecticut
$220K +$220K +799 New
FF
3595
Francis Financial
$219K -$18.4K -67 -8%
EA
3596
Ergawealth Advisors
Illinois
$219K +$9.62K +35 +5%
TMWM
3597
Taylor & Morgan Wealth Management
Michigan
$219K -$15.4K -56 -7%
GWWM
3598
Great Waters Wealth Management
Minnesota
$219K
FIM
3599
Fruth Investment Management
Texas
$219K +$274 +1 +0.1%
FNBTCON
3600
First National Bank & Trust Co of Newtown
Pennsylvania
$219K