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 %
PAM
851
Peak Asset Management
Colorado
$15.8M -$614K -2,233 -4%
CCM
852
Coldstream Capital Management
Washington
$15.7M +$1.76M +6,314 +13%
PVI
853
Pine Valley Investments
New Jersey
$15.7M +$1.6M +5,817 +11%
PFS
854
Prospera Financial Services
Texas
$15.7M +$1.77M +6,425 +13%
SWIG
855
Strategic Wealth Investment Group
Kentucky
$15.6M +$579K +2,087 +4%
CIA
856
Covington Investment Advisors
Pennsylvania
$15.6M +$190K +690 +1%
SSWM
857
Sheets Smith Wealth Management
North Carolina
$15.6M -$370K -1,345 -2%
CIC
858
Chilton Investment Company
Connecticut
$15.5M -$18.1M -65,949 -54%
GAM
859
Groupama Asset Management
France
$15.5M -$483K -2,187 -3%
NIM
860
Nexus Investment Management
Ontario, Canada
$15.5M +$15.2M +55,273 +5,034%
TSS
861
Thomas Story & Son
Indiana
$15.5M +$28.3K +103 +0.2%
PWP
862
Perfromance Wealth Partners
Illinois
$15.4M +$213K +773 +1%
GC
863
Grimes & Company
Massachusetts
$15.4M -$2.96M -10,759 -16%
SWM
864
Spire Wealth Management
Virginia
$15.3M -$2.01M -7,322 -12%
RSVP
865
Ramsay Stattman Vela & Price
Colorado
$15.2M -$84.4K -307 -0.6%
RCWMU
866
Rothschild & Co Wealth Management (UK)
United Kingdom
$15.2M +$274K +995 +2%
LNWWM
867
Laird Norton Wetherby Wealth Management
California
$15.2M -$297K -1,082 -2%
AIM
868
Arcadia Investment Management
Michigan
$15.2M -$798K -2,901 -5%
BONST
869
Bank of Nova Scotia Trust
Ontario, Canada
$15.2M -$269K -980 -2%
TF
870
Talbot Financial
Washington
$15.2M +$450K +1,638 +3%
PMG
871
ProVise Management Group
Florida
$15.1M +$210K +764 +1%
HCMT
872
Highland Capital Management (Tennessee)
Tennessee
$15.1M -$2.06M -7,475 -12%
TF
873
Threadgill Financial
Texas
$15.1M -$102K -372 -0.7%
TA
874
TruWealth Advisors
Louisiana
$15M +$359K +1,307 +2%
BSI
875
Bennett Selby Investments
Maine
$15M +$60.8K +221 +0.4%