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 %
AWM
876
Axxcess Wealth Management
California
$15M +$92.7K +337 +0.6%
GAM
877
Griffin Asset Management
New York
$15M +$965K +3,509 +7%
CWM
878
Cabot Wealth Management
Massachusetts
$15M -$137K -499 -0.9%
AJ
879
Ashburton (Jersey)
Jersey
$14.9M -$202K -728 -1%
SSA
880
Schonfeld Strategic Advisors
New York
$14.9M -$71.6M -260,286 -83%
LIM
881
Letson Investment Management
Georgia
$14.9M +$6.6K +24 +0%
AWM
882
Apollon Wealth Management
South Carolina
$14.8M -$435K -1,583 -3%
FNBT
883
FineMark National Bank & Trust
Florida
$14.8M +$172K +625 +1%
CIA
884
CCM Investment Advisers
South Carolina
$14.8M -$475K -1,728 -3%
USCWA
885
U.S. Capital Wealth Advisors
Texas
$14.8M -$599K -2,179 -4%
AHC
886
Anderson Hoagland & Co
Missouri
$14.7M -$181K -650 -1%
CIS
887
Connors Investor Services
Pennsylvania
$14.7M +$5.76K +21 +0%
BRWA
888
B. Riley Wealth Advisors
Florida
$14.7M -$2.97M -10,761 -17%
MRCM
889
M&R Capital Management
New Jersey
$14.6M -$159K -578 -1%
WP
890
Waycross Partners
Kentucky
$14.6M +$1.35M +4,926 +10%
OFS
891
OMC Financial Services
New York
$14.6M
PHAM
892
Pacific Heights Asset Management
California
$14.6M
CI
893
CX Institutional
Indiana
$14.6M +$2.67M +9,705 +22%
NMIMC
894
Northwestern Mutual Investment Management Company
Wisconsin
$14.6M +$783K +2,847 +6%
WAM
895
Weatherly Asset Management
California
$14.5M +$566K +2,059 +4%
SAM
896
Sawgrass Asset Management
Florida
$14.5M -$525K -1,911 -4%
NCM
897
Noesis Capital Mangement
Florida
$14.5M +$6.28M +22,853 +77%
ZCI
898
Zevenbergen Capital Investments
Washington
$14.5M -$9.99M -36,345 -41%
UI
899
Untitled Investments
New York
$14.4M
FTDI
900
First Trust Direct Indexing
Massachusetts
$14.4M +$1.33M +4,852 +10%