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 %
CWM
1551
Connecticut Wealth Management
Connecticut
$4.56M +$16.2K +59 +0.4%
OLA
1552
Oliver Luxxe Assets
New Jersey
$4.55M -$36.8K -134 -0.8%
QIM
1553
Quantitative Investment Management
Virginia
$4.54M +$4.54M +16,498 New
CCM
1554
Cox Capital Management
Massachusetts
$4.53M -$121K -440 -3%
SCM
1555
Seascape Capital Management
New Hampshire
$4.51M +$10.7K +39 +0.2%
TCOT
1556
Trust Company of Toledo
Ohio
$4.51M +$133K +483 +3%
CAG
1557
Csenge Advisory Group
Florida
$4.48M +$151K +543 +3%
CAAS
1558
Capital Asset Advisory Services
Michigan
$4.47M +$94K +342 +2%
CI
1559
Cigna Investments
Connecticut
$4.46M -$66.8K -243 -1%
CCT
1560
Chemung Canal Trust
New York
$4.45M -$889K -3,234 -17%
TPI
1561
Trust Point Inc
Wisconsin
$4.45M +$176K +641 +4%
FM
1562
Family Management
New York
$4.45M +$177K +644 +4%
IIA
1563
ICW Investment Advisors
Arizona
$4.44M +$23.6K +86 +0.5%
LS
1564
Leelyn Smith
Illinois
$4.44M +$107K +388 +2%
LSPW
1565
Lake Street Private Wealth
Illinois
$4.44M -$515K -1,874 -10%
SIC
1566
Sigma Investment Counselors
Michigan
$4.43M +$122K +443 +3%
CFS
1567
CRA Financial Services
New Jersey
$4.43M -$194K -705 -4%
ANTB
1568
AMG National Trust Bank
Colorado
$4.43M -$361K -1,313 -8%
LTAS
1569
Linden Thomas Advisory Services
North Carolina
$4.41M +$526K +1,912 +14%
BB
1570
Busey Bank
Illinois
$4.41M -$372K -1,352 -8%
WR
1571
WD Rutherford
Oregon
$4.41M +$112K +408 +3%
MM
1572
Meridian Management
Arkansas
$4.4M +$133K +482 +3%
SFG
1573
SevenBridge Financial Group
Pennsylvania
$4.36M +$79.6K +256 +2%
VIA
1574
Vickerman Investment Advisors
Washington
$4.36M -$17.6K -64 -0.4%
AWM
1575
Accurate Wealth Management
Florida
$4.35M +$104K +374 +2%