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 %
AC
3601
AWM Capital
Arizona
$219K +$219K +796 New
Betterment LLC
3602
Betterment LLC
New York
$218K +$7.97K +29 +4%
WIM
3603
Westside Investment Management
California
$218K -$8.21K -30 -4%
OWM
3604
Opes Wealth Management
California
$217K
TWM
3605
Tanager Wealth Management
United Kingdom
$217K +$217K +789 New
HCM
3606
HMS Capital Management
Tennessee
$217K
JTWM
3607
Jackson Thornton Wealth Management
Alabama
$216K
WP
3608
Woodline Partners
California
$216K +$216K +784 New
CP
3609
Capital Planning
Washington
$215K +$215K +783 New
WWC
3610
Waypoint Wealth Counsel
Georgia
$215K +$215K +782 New
FCT
3611
First Community Trust
Iowa
$215K
RRCM
3612
Rappaport Reiches Capital Management
Illinois
$214K +$1.93K +7 +0.9%
AW
3613
Apricus Wealth
South Carolina
$214K
DWA
3614
Delap Wealth Advisory
Oregon
$214K -$49.5K -180 -19%
WQ
3615
Wealth Quarterback
New Jersey
$214K -$17K -62 -7%
AAIM
3616
Asset Advisors Investment Management
Georgia
$214K
WWM
3617
Whalen Wealth Management
Nevada
$213K +$213K +776 New
KNFPWM
3618
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$213K +$275 +1 +0.1%
RAG
3619
RIA Advisory Group
Iowa
$213K +$213K +775 New
HPC
3620
Hobart Private Capital
North Carolina
$212K +$212K +771 New
EARNEST Partners
3621
EARNEST Partners
Georgia
$212K -$1.1K -4 -0.5%
CI
3622
Chartist Inc
California
$212K
NRI
3623
NFP Retirement Inc
California
$211K +$211K +768 New
HBWM
3624
Hollow Brook Wealth Management
New York
$211K -$23.4K -85 -10%
WCG
3625
Weaver Consulting Group
California
$211K +$550 +2 +0.3%