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 %
SW
1251
SlateStone Wealth
Florida
$7.31M -$24.2K -88 -0.3%
SFP
1252
Shepherd Financial Partners
Massachusetts
$7.29M +$329K +1,198 +5%
WANY
1253
Wealthspire Advisors (New York)
New York
$7.28M +$231K +841 +3%
JAM
1254
JCIC Asset Management
Ontario, Canada
$7.27M +$68.7K +250 +1%
CFGS
1255
Concourse Financial Group Securities
Alabama
$7.27M -$599K -2,179 -8%
DFA
1256
Delta Financial Advisors
Louisiana
$7.26M -$99.8K -363 -1%
ET
1257
Entropy Technologies
New York
$7.26M +$7.26M +26,397 New
TWP
1258
Tyche Wealth Partners
Texas
$7.25M +$37.1K +135 +0.5%
GIM
1259
Goelzer Investment Management
Indiana
$7.23M -$18.4K -67 -0.3%
FSA
1260
Fort Sheridan Advisors
Illinois
$7.22M +$186K +675 +3%
RCM
1261
RB Capital Management
Nevada
$7.21M +$67.1K +244 +0.9%
FFWA
1262
FRG Family Wealth Advisors
Washington
$7.19M -$19.2K -70 -0.3%
FAIM
1263
Financial Advocates Investment Management
Washington
$7.17M +$66.3K +241 +0.9%
ECML
1264
Eagle Capital Management (Louisiana)
Louisiana
$7.16M +$22.8K +83 +0.3%
DEA
1265
DoubleLine ETF Adviser
Florida
$7.16M -$31.3K -114 -0.4%
SI
1266
Symmetry Investments
Jersey
$7.15M -$4.2M -15,261 -37%
BFW
1267
Brady Family Wealth
Missouri
$7.15M +$80K +291 +1%
GWM
1268
Geneos Wealth Management
Colorado
$7.15M +$1.65M +6,000 +30%
MMA
1269
Miracle Mile Advisors
California
$7.1M +$289K +1,052 +4%
JWCA
1270
J.W. Cole Advisors
Florida
$7.1M +$535K +1,945 +8%
VAS
1271
Vestmark Advisory Solutions
Massachusetts
$7.09M +$685K +2,493 +11%
FTC
1272
Farmers Trust Company
Ohio
$7.09M +$42.3K +154 +0.6%
BCWM
1273
Bartlett & Co Wealth Management
Ohio
$7.08M -$75.9K -276 -1%
AWP
1274
Ascent Wealth Partners
New York
$7.07M -$151K -551 -2%
CWM
1275
CMH Wealth Management
New Hampshire
$7.06M -$8.25K -30 -0.1%