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 %
MDCM
3776
Morgan Dempsey Capital Management
Wisconsin
$44K
CMA
3777
Cedar Mountain Advisors
Oregon
$42.1K -$1.1K -4 -3%
VWWMG
3778
Vermillion & White Wealth Management Group
Pennsylvania
$42K
CIR
3779
Clear Investment Research
Georgia
$41.9K
HF
3780
Halpern Financial
Virginia
$41.6K
ATC
3781
Advantage Trust Company
Kansas
$41.2K
PCM
3782
Perritt Capital Management
Illinois
$40.1K
WFA
3783
West Financial Advisors
Iowa
$39.9K +$20.1K +73 +101%
HFS
3784
Horizon Financial Services
North Carolina
$38.3K -$3.31K -12 -8%
CFS
3785
CGC Financial Services
Oregon
$37.1K
CWM
3786
CarsonAllaria Wealth Management
Illinois
$37K
CFG
3787
CKW Financial Group
Hawaii
$35K
EIM
3788
Essex Investment Management
Massachusetts
$32.2K
AA
3789
AlphaMark Advisors
Kentucky
$32K
NA
3790
Nordwand Advisors
Pennsylvania
$31.6K
AAG
3791
Accordant Advisory Group
Maryland
$31.1K +$3.3K +12 +12%
OSNBOA
3792
Old Second National Bank of Aurora
Illinois
$30.8K
RWM
3793
Reston Wealth Management
Virginia
$30.5K +$30.5K +111 New
KC
3794
Kepos Capital
New York
$29K -$6.14K -22 -17%
ACM
3795
Anfield Capital Management
California
$28K +$13.7K +50 +96%
CIAS
3796
CBIZ Investment Advisory Services
Ohio
$27.5K
LFA
3797
Legend Financial Advisors
Pennsylvania
$27.5K -$428K -1,558 -94%
PP
3798
PFS Partners
New Jersey
$26.8K -$13.8K -50 -34%
PFG
3799
Peterson Financial Group
Iowa
$26.4K +$26.4K +96 New
AS
3800
Altshuler Shaham
Israel
$24.5K