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 %
AP
3676
Atwood & Palmer
Missouri
$167K +$825 +3 +0.5%
MB
3677
Mizuho Bank
Japan
$165K
TAM
3678
Tucker Asset Management
Colorado
$163K +$5.5K +20 +3%
WAG
3679
Wiser Advisor Group
Arizona
$161K -$6.59K -24 -4%
BC
3680
Barrett & Company
Rhode Island
$160K
DCBT
3681
Dakota Community Bank & Trust
North Dakota
$158K -$1.38K -5 -0.9%
BBPWM
3682
Blue Bell Private Wealth Management
Pennsylvania
$154K +$11.8K +43 +8%
FCG
3683
Financial Connections Group
California
$151K -$30.4K -111 -17%
AWM
3684
Activest Wealth Management
Florida
$150K +$36.6K +133 +32%
IA
3685
IFS Advisors
Kansas
$145K
NECFA
3686
New England Capital Financial Advisors
Connecticut
$141K -$2.47K -9 -2%
CPG
3687
Cornerstone Planning Group
New Jersey
$140K +$11K +39 +9%
TC
3688
Truvestments Capital
Florida
$133K +$133K +483 New
TLA
3689
Tanglewood Legacy Advisors
Texas
$132K
RSA
3690
River Street Advisors
Illinois
$129K +$129K +469 New
NCM
3691
Northwest Capital Management
Oregon
$128K
LWA
3692
Lowe Wealth Advisors
Maryland
$128K +$2.2K +8 +2%
HWM
3693
HighMark Wealth Management
Minnesota
$128K -$1.1K -4 -0.9%
HC
3694
Hara Capital
Washington
$126K +$126K +460 New
FGC
3695
Financial Gravity Companies
Texas
$125K +$125K +454 New
TC
3696
Tacita Capital
Ontario, Canada
$122K
AFS
3697
Annapolis Financial Services
Maryland
$121K +$824 +3 +0.7%
AW
3698
Avion Wealth
Texas
$120K -$273 -1 -0.2%
PWMG
3699
Private Wealth Management Group
New Jersey
$120K +$1.93K +7 +2%
S
3700
Sachetta
Massachusetts
$120K -$9.35K -34 -7%