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 %
DWM
3726
Dogwood Wealth Management
Kansas
$89.5K -$909K -3,310 -91%
WOSD
3727
WFA of San Diego
California
$89.4K
DPW
3728
DiNuzzo Private Wealth
Pennsylvania
$87.2K
KWAG
3729
Kiely Wealth Advisory Group
North Carolina
$85.1K
LG
3730
LAM Group
Oregon
$82.5K
1IA
3731
1620 Investment Advisors
Massachusetts
$81.9K +$4.67K +17 +6%
PA
3732
Pineridge Advisors
Missouri
$81.3K -$13.5K -49 -14%
CA
3733
Claris Advisors
Missouri
$80.6K +$80.6K +293 New
MCM
3734
MidAtlantic Capital Management
Virginia
$80.3K -$33K -120 -29%
VWA
3735
Valued Wealth Advisors
Utah
$79.5K +$5.5K +20 +7%
BFA
3736
BBJS Financial Advisors
Washington
$78.4K +$41.2K +150 +111%
RBC
3737
Roble Belko & Company
Pennsylvania
$77K
LWMI
3738
Legacy Wealth Management (Idaho)
Idaho
$76.8K +$76.8K +248 New
LIS
3739
Legacy Investment Solutions
Idaho
$76.8K +$76.8K +248 New
PP
3740
Pingora Partners
Wyoming
$75.6K -$20.6K -75 -21%
CSC
3741
Cove Street Capital
California
$75.6K +$75.6K +275 New
NBT
3742
Northwest Bank & Trust
Iowa
$74.5K
IHWM
3743
Iron Horse Wealth Management
Iowa
$74.2K +$10.2K +37 +16%
CM
3744
Capula Management
Cayman Islands
$73.7K -$190K -691 -72%
RWA
3745
Redmont Wealth Advisors
Illinois
$73.7K
MCA
3746
Maryland Capital Advisors
Maryland
$72.9K -$41.2K -150 -36%
RDFA
3747
Ritter Daniher Financial Advisory
Ohio
$72.6K
BHWM
3748
Beaird Harris Wealth Management
Texas
$68.7K -$825 -3 -1%
MAM
3749
Morse Asset Management
Connecticut
$68.7K +$68.7K +250 New
APW
3750
Atlantic Private Wealth
North Carolina
$68.7K +$68.7K +250 New