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 %
VSQM
1176
V-Square Quantitative Management
Illinois
$8.4M +$904K +3,289 +12%
SC
1177
Sepio Capital
Utah
$8.39M -$631K -2,294 -7%
KWA
1178
Kingswood Wealth Advisors
California
$8.37M +$797K +2,899 +11%
NCM
1179
Nelson Capital Management
California
$8.34M +$342K +1,244 +4%
WTFG
1180
Wells Trecaso Financial Group
Ohio
$8.32M +$66K +240 +0.8%
CA
1181
Claar Advisors
New York
$8.31M
FVWA
1182
Foster Victor Wealth Advisors
South Carolina
$8.31M +$1.69M +6,095 +25%
PA
1183
Profund Advisors
Maryland
$8.3M +$595K +2,164 +8%
CT
1184
Colonial Trust
South Carolina
$8.3M +$7.97K +29 +0.1%
GLA
1185
Great Lakes Advisors
Illinois
$8.27M -$949K -3,452 -10%
CHAM
1186
Clear Harbor Asset Management
Connecticut
$8.25M +$138K +501 +2%
PCG
1187
Prosperity Consulting Group
Maryland
$8.22M +$4.48M +16,301 +120%
DAS
1188
Diversify Advisory Services
Utah
$8.21M -$697K -2,446 -8%
NS
1189
NBC Securities
Alabama
$8.18M +$15.7K +57 +0.2%
GS
1190
GTS Securities
New York
$8.17M -$8.17M -29,717 -50%
PCTC
1191
Perkins Coie Trust Company
Washington
$8.17M -$106K -386 -1%
MWM
1192
Marietta Wealth Management
Georgia
$8.17M +$255K +928 +3%
CPA
1193
Capital Planning Advisors
California
$8.16M +$20.6K +75 +0.3%
GSPF
1194
Grafton Street Partners Fund
Florida
$8.14M
FCT
1195
Family Capital Trust
Massachusetts
$8.14M -$825 -3 -0%
ST
1196
Spinnaker Trust
Maine
$8.12M -$48.7K -177 -0.6%
NP
1197
Nilsine Partners
Colorado
$8.11M -$133K -482 -2%
TIM
1198
Thompson Investment Management
Wisconsin
$8.09M +$97.9K +356 +1%
TH
1199
TCTC Holdings
Texas
$8.07M +$306K +1,113 +4%
CWP
1200
Cyndeo Wealth Partners
Florida
$8.07M +$115K +420 +1%