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 %
BAM
3651
Brave Asset Management
New Jersey
$205K +$205K +746 New
EWM
3652
Edge Wealth Management
New York
$205K +$205K +745 New
HFS
3653
Heritage Financial Services
Massachusetts
$205K +$205K +745 New
CIA
3654
Cladis Investment Advisory
Montana
$205K +$205K +744 New
GWMIA
3655
Global Wealth Management Investment Advisory
Florida
$205K +$205K +744 New
SWM
3656
Silverlake Wealth Management
Vermont
$204K -$26.1K -95 -11%
BA
3657
Bridge Advisory
California
$204K -$22.5K -82 -10%
KL
3658
KWMG LLC
Kansas
$203K +$203K +739 New
IW
3659
Instrumental Wealth
Florida
$203K +$203K +724 New
IPW
3660
Invictus Private Wealth
Colorado
$203K -$12.9K -47 -6%
YAM
3661
Yacktman Asset Management
Texas
$201K +$201K +732 New
WAG
3662
Wheelhouse Advisory Group
Missouri
$201K +$201K +730 New
DFA
3663
DHK Financial Advisors
New Hampshire
$200K +$200K +729 New
BSHC
3664
Breed's Hill Capital
Massachusetts
$200K +$200K +728 New
MLA
3665
MB, Levis & Associates
Pennsylvania
$193K
AA
3666
AlphaCentric Advisors
Puerto Rico
$190K -$12.9K -47 -6%
DWS
3667
Dynamic Wealth Strategies
California
$187K -$15.1K -55 -7%
CYG
3668
Clean Yield Group
Vermont
$187K +$37.7K +137 +25%
FA
3669
Financial Avengers
California
$186K +$550 +2 +0.3%
EPW
3670
Evergreen Private Wealth
Colorado
$183K +$1.38K +5 +0.8%
RP
3671
Rowlandmiller & Partners
Georgia
$183K -$49.8K -181 -21%
AWM
3672
AllSquare Wealth Management
New York
$182K
MFG
3673
Mendota Financial Group
Wisconsin
$180K -$65.4K -238 -27%
PCA
3674
Providence Capital Advisors
North Carolina
$178K -$1.65K -6 -0.9%
FCMT
3675
Founders Capital Management (Texas)
Texas
$170K -$31.9K -116 -16%