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 %
RWM
1326
Rockline Wealth Management
New York
$6.48M +$410K +1,490 +7%
MADR
1327
Milestones Administradora de Recursos
Brazil
$6.48M +$1.37M +5,000 +27%
SVWAG
1328
Sound View Wealth Advisors Group
Georgia
$6.45M +$769K +2,798 +14%
EWM
1329
Executive Wealth Management
Michigan
$6.45M +$101K +368 +2%
UCMOK
1330
United Capital Management of KS
Kansas
$6.45M +$215K +782 +3%
FHB
1331
First Hawaiian Bank
Hawaii
$6.44M +$816K +2,966 +14%
GI
1332
GS Investments
Minnesota
$6.43M -$12.4K -45 -0.2%
BZWA
1333
Blue Zone Wealth Advisors
California
$6.41M +$130K +473 +2%
PA
1334
PFG Advisors
Arizona
$6.4M -$248K -903 -4%
WA
1335
Wambolt & Associates
Colorado
$6.4M +$457K +1,647 +8%
OCAM
1336
Onex Canada Asset Management
Ontario, Canada
$6.39M -$255K -926 -4%
BWS
1337
Buck Wealth Strategies
Colorado
$6.38M -$756K -2,751 -11%
AFWM
1338
AMJ Financial Wealth Management
Virginia
$6.37M -$2.44M -8,881 -28%
BRA
1339
Biechele Royce Advisors
Indiana
$6.36M +$6.02M +21,904 +1,771%
NFC
1340
Northeast Financial Consultants
Connecticut
$6.35M +$11.3K +41 +0.2%
PCP
1341
Proficio Capital Partners
Massachusetts
$6.34M -$942K -3,427 -13%
WA
1342
WP Advisors
California
$6.33M -$267K -970 -4%
LIP
1343
Lighthouse Investment Partners
Florida
$6.3M -$3.44M -12,525 -35%
APTFM
1344
AGUR Provident & Training Funds Management
Israel
$6.29M
SB
1345
Strategic Blueprint
Georgia
$6.28M -$29.1K -106 -0.5%
CNBTD
1346
Citizens National Bank Trust Department
Mississippi
$6.27M +$202K +736 +3%
SIA
1347
Soltis Investment Advisors
Utah
$6.24M +$5.55M +20,189 +801%
WIS
1348
Wright Investors Service
Connecticut
$6.23M +$1.53M +5,572 +33%
LC
1349
Legacy CG
Texas
$6.23M -$99K -360 -2%
LG
1350
Leuthold Group
Minnesota
$6.23M -$427K -1,554 -6%