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 %
CTWM
3701
Cherry Tree Wealth Management
Minnesota
$118K
TCM
3702
Tradewinds Capital Management
Washington
$117K +$1.38K +5 +1%
MAM
3703
Meeder Asset Management
Ohio
$116K -$23.6K -86 -17%
PA
3704
PSI Advisors
Florida
$116K -$7.41K -27 -6%
SC
3705
Stephens Consulting
Michigan
$115K -$10.2K -37 -8%
GC
3706
Globeflex Capital
California
$113K
RTL
3707
Red Tortoise LLC
Georgia
$110K
HB
3708
Horizon Bancorp
Indiana
$110K
ACA
3709
American Capital Advisory
Idaho
$110K -$3.85K -14 -3%
DCM
3710
Disciplina Capital Management
Tennessee
$108K -$18.4K -67 -15%
CWA
3711
Carolina Wealth Advisors
South Carolina
$108K -$1.93K -7 -2%
IRC
3712
Investors Research Corp
Georgia
$106K
EA
3713
Evolution Advisers
Virginia
$104K
VNA
3714
Valley National Advisers
Pennsylvania
$103K -$138K -505 -57%
BL
3715
BFSG LLC
California
$101K -$888K -3,227 -90%
CJL
3716
Cyrus J. Lawrence
New York
$100K
IAIM
3717
Industrial Alliance Investment Management
Quebec, Canada
$98K -$35.6K -129 -27%
CJ
3718
Caitlin John
Michigan
$96.3K -$111K -359 -54%
IWP
3719
IAG Wealth Partners
Wisconsin
$96.2K +$7.15K +26 +8%
GG
3720
Gleason Group
Kentucky
$96.2K +$275 +1 +0.3%
TWD
3721
True Wealth Design
Ohio
$94K +$87.4K +318 +1,325%
FFA
3722
Frazier Financial Advisors
Ohio
$93.6K -$14K -51 -13%
BHWM
3723
Bay Harbor Wealth Management
Maryland
$93.5K -$3.57K -13 -4%
BTC
3724
Bank & Trust Company
Illinois
$90.5K -$2.75K -10 -3%
W
3725
WealthCollab
Washington
$90.2K