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 %
B
1451
Bensler
Washington
$5.28M -$935K -3,399 -15%
TCOK
1452
Trust Company of Kansas
Kansas
$5.28M +$40.1K +146 +0.8%
CSA
1453
Cottage Street Advisors
Massachusetts
$5.28M -$130K -473 -2%
WPW
1454
Waldron Private Wealth
Pennsylvania
$5.27M -$12.4K -45 -0.2%
DWM
1455
Dorchester Wealth Management
Quebec, Canada
$5.27M -$45.1K -164 -0.8%
LSAG
1456
Lake Street Advisors Group
New Hampshire
$5.25M -$51.4K -187 -1%
EAM
1457
EFG Asset Management
Oregon
$5.23M -$979K -3,563 -16%
BST
1458
Bath Savings Trust
Maine
$5.23M -$58.6K -213 -1%
KM
1459
KP Management
Minnesota
$5.22M
MHS
1460
M Holdings Securities
Oregon
$5.21M -$1.14M -4,142 -18%
GI
1461
GLOBALT Investments
Georgia
$5.21M -$167K -606 -3%
BEC
1462
Blue Edge Capital
Virginia
$5.21M -$8.8K -32 -0.2%
CWS
1463
Confluence Wealth Services
Pennsylvania
$5.2M -$435K -1,582 -8%
AWA
1464
Arete Wealth Advisors
Illinois
$5.16M +$5.16M +18,764 New
ISB
1465
Iowa State Bank
Iowa
$5.12M -$127K -463 -2%
CW
1466
CreativeOne Wealth
Kansas
$5.11M -$774K -2,816 -13%
WKWM
1467
Walter & Keenan Wealth Management
Indiana
$5.09M +$491K +1,786 +11%
PA
1468
Prossimo Advisors
California
$5.09M +$68.2K +248 +1%
LWM
1469
Liberty Wealth Management
California
$5.07M -$1.92M -6,981 -27%
TLP
1470
Trinity Legacy Partners
Texas
$5.07M +$116K +412 +2%
PP
1471
Pegasus Partners
Wisconsin
$5.07M +$308K +1,121 +6%
AWA
1472
Arkadios Wealth Advisors
Georgia
$5.07M +$542K +1,970 +12%
BKA
1473
Brick & Kyle Associates
Pennsylvania
$5.07M -$182K -659 -3%
TVWM
1474
Tower View Wealth Management
Wisconsin
$5.06M +$12.4K +45 +0.2%
CCS
1475
Concentric Capital Strategies
Connecticut
$5.06M -$2.88M -10,470 -36%