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 %
BCFS
1476
Butensky & Cohen Financial Security
Florida
$5.05M +$51.7K +188 +1%
TAM
1477
Trust Asset Management
Texas
$5.05M -$103K -376 -2%
BIM
1478
Baldwin Investment Management
Pennsylvania
$5.05M -$53.6K -195 -1%
Empower Advisory Group
1479
Empower Advisory Group
Colorado
$5.04M +$429K +1,560 +9%
MLIC
1480
Mandatum Life Insurance Company
Finland
$5.04M +$11K +40 +0.2%
RWA
1481
Roberts Wealth Advisors
California
$5.03M +$44K +160 +0.9%
DFG
1482
Dupree Financial Group
Kentucky
$5.03M +$5.03M +18,309 New
TFA
1483
Transamerica Financial Advisors
Florida
$5.02M -$180K -654 -3%
BRCM
1484
Bright Rock Capital Management
Massachusetts
$5.02M
FNBOMD
1485
First National Bank of Mount Dora
Florida
$5.02M -$64.9K -236 -1%
PFS
1486
Physicians Financial Services
North Carolina
$4.98M +$113K +410 +2%
BOSSRA
1487
B.O.S.S. Retirement Advisors
Utah
$4.98M +$613K +2,230 +14%
AFCM
1488
Applied Finance Capital Management
Puerto Rico
$4.98M +$55.8K +203 +1%
CB
1489
Cadence Bank
Mississippi
$4.96M +$117K +425 +2%
BG
1490
Bollard Group
Massachusetts
$4.95M +$5.5K +20 +0.1%
GL
1491
Graypoint LLC
New York
$4.95M +$41K +149 +0.8%
SGA
1492
Strategic Global Advisors
California
$4.94M -$45.4K -165 -0.9%
KWM
1493
Keebeck Wealth Management
Illinois
$4.93M -$127K -462 -3%
CAM
1494
Clark Asset Management
New Hampshire
$4.93M -$4.5M -16,350 -48%
TSW
1495
Thompson Siegel & Walmsley
Virginia
$4.93M -$974K -3,542 -16%
MSAM
1496
Moloney Securities Asset Management
Missouri
$4.93M -$963K -3,501 -16%
RFA
1497
ROI Financial Advisors
Oregon
$4.93M +$300K +1,092 +6%
FCM
1498
Fortis Capital Management
Washington
$4.93M +$223K +812 +5%
CGL
1499
Clarius Group LLC
Washington
$4.92M -$14.2K -52 -0.3%
SIAG
1500
Signet Investment Advisory Group
Rhode Island
$4.91M -$245K -891 -5%