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 %
KeyBank National Association
476
KeyBank National Association
Ohio
$48.8M +$401K +1,458 +0.8%
CM
477
Castleark Management
Illinois
$48.4M -$774K -2,814 -2%
AT
478
Avalon Trust
New Mexico
$48.3M +$1.44M +5,234 +3%
AWM
479
AE Wealth Management
Kansas
$48.2M -$941K -3,423 -2%
BCI
480
Brinker Capital Investments
Pennsylvania
$48.1M -$3.17M -11,533 -6%
OPS
481
Orion Portfolio Solutions
Nebraska
$48.1M -$3.17M -11,533 -6%
NP
482
NS Partners
United Kingdom
$47.6M -$183K -667 -0.4%
PWP
483
Private Wealth Partners
California
$47.3M -$6.81M -24,784 -13%
RFC
484
Regions Financial Corp
Alabama
$47.3M -$870K -3,165 -2%
PAG
485
Private Advisor Group
New Jersey
$46.7M +$344K +1,252 +0.7%
Pacer Advisors
486
Pacer Advisors
Pennsylvania
$46.5M +$5.59M +20,323 +14%
VPI
487
Value Partners Investments
Manitoba, Canada
$46.5M +$23.3M +72,084 +101%
MIF
488
Mediolanum International Funds
Ireland
$46.3M +$2.38M +8,646 +5%
IC
489
IEQ Capital
California
$46M +$3.17M +11,536 +7%
CWM
490
Congress Wealth Management
Massachusetts
$45.9M +$6.11M +22,206 +15%
AIM
491
Avity Investment Management
Connecticut
$45.9M -$680K -2,473 -1%
KPWS
492
Kestra Private Wealth Services
Texas
$45.8M +$1.46M +5,320 +3%
SCM
493
Snyder Capital Management
California
$45.6M +$266K +969 +0.6%
CPSAC
494
Chas P. Smith & Associates (CPS)
Florida
$45.6M -$1.36M -4,932 -3%
BAMCO Inc
495
BAMCO Inc
New York
$45.6M -$8.23M -29,928 -15%
MME
496
Meag Munich Ergo
Germany
$45.1M +$433K +1,575 +1%
MSR
497
Main Street Research
Connecticut
$45M +$973K +3,538 +2%
MPWT
498
MassMutual Private Wealth & Trust
Connecticut
$45M +$231K +839 +0.5%
WGAM
499
Wilkinson Global Asset Management
New York
$44.9M -$1.03M -3,742 -2%
PI
500
PGGM Investments
Netherlands
$44.9M -$12.6M -45,959 -22%