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 %
SWA
1376
SFMG Wealth Advisors
Texas
$5.98M +$32.7K +119 +0.5%
SIA
1377
SkyView Investment Advisors
New Jersey
$5.98M +$253K +922 +4%
HVP
1378
Hudson Value Partners
Florida
$5.96M +$282K +1,024 +5%
BFA
1379
Benedict Financial Advisors
Georgia
$5.95M +$26.1K +95 +0.4%
AWAU
1380
Alliance Wealth Advisors (Utah)
Utah
$5.94M +$199K +725 +3%
OWP
1381
Obermeyer Wealth Partners
Colorado
$5.93M +$431K +1,566 +8%
CWA
1382
Clarity Wealth Advisors
California
$5.93M +$208K +758 +4%
SW
1383
StrongBox Wealth
Missouri
$5.93M +$132K +481 +2%
FMTC
1384
Farmers & Merchants Trust Company
California
$5.91M +$11.3K +41 +0.2%
PWS
1385
Peterson Wealth Services
Utah
$5.9M +$345K +1,253 +6%
CANC
1386
Culbertson A N & Co
Virginia
$5.9M +$124K +450 +2%
KCPG
1387
Kavar Capital Partners Group
Kansas
$5.89M +$34.1K +124 +0.6%
MCP
1388
Mirador Capital Partners
California
$5.88M +$58.3K +212 +1%
EWM
1389
Empirical Wealth Management
Washington
$5.87M -$11.5K -42 -0.2%
HI
1390
Harbour Investments
Wisconsin
$5.85M +$144K +522 +3%
PT
1391
Plimoth Trust
Massachusetts
$5.84M +$665K +2,418 +13%
CWM
1392
Centric Wealth Management
Illinois
$5.81M +$23.1K +75 +0.4%
CAM
1393
Clio Asset Management
Virginia
$5.8M +$26.4K +96 +0.5%
CAM
1394
Carret Asset Management
New York
$5.8M +$178K +648 +3%
SWM
1395
SFG Wealth Management
Maryland
$5.79M -$137K -499 -2%
MMM
1396
Mendel Money Management
Illinois
$5.79M -$38.5K -140 -0.7%
BTI
1397
Blue Trust Inc
Georgia
$5.79M +$2.26M +8,609 +64%
WA1
1398
Wimmer Associates 1
California
$5.77M +$20.6K +75 +0.4%
MIA
1399
MainStreet Investment Advisors
Illinois
$5.75M -$2.29M -8,328 -28%
SIAP
1400
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.72M -$825 -3 -0%