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 %
WAC
1576
William Allan Corp
Colorado
$4.35M +$12.9K +47 +0.3%
AF
1577
Alerus Financial
North Dakota
$4.34M -$8.77M -31,882 -67%
AWM
1578
Avior Wealth Management
Nebraska
$4.33M +$96K +349 +2%
HB
1579
HTLF Bank
Colorado
$4.32M -$153K -556 -3%
HFM
1580
Hartford Financial Management
Connecticut
$4.32M +$162K +591 +4%
OAM
1581
Occidental Asset Management
California
$4.32M +$152K +554 +4%
SCI
1582
S&CO Inc
Massachusetts
$4.31M +$904K +3,289 +27%
HIP
1583
Harrell Investment Partners
Texas
$4.3M -$188K -685 -4%
KF
1584
Krilogy Financial
Missouri
$4.3M -$72.6K -264 -2%
GM
1585
GeoWealth Management
Illinois
$4.3M -$1.59M -5,767 -27%
SFA
1586
Semmax Financial Advisors
North Carolina
$4.29M +$105K +338 +3%
JCM
1587
Jacobi Capital Management
Pennsylvania
$4.29M +$43.4K +158 +1%
CCA
1588
Checchi Capital Advisers
California
$4.28M -$211K -768 -5%
CRWM
1589
Castle Rock Wealth Management
California
$4.27M +$57.6K +209 +1%
BFA
1590
Buttonwood Financial Advisors
Maryland
$4.26M -$41.2K -150 -1%
SFG
1591
Sowa Financial Group
Rhode Island
$4.25M -$78.6K -286 -2%
CPC
1592
Consolidated Planning Corp
Georgia
$4.25M +$756K +2,750 +22%
OPW
1593
Oxler Private Wealth
New York
$4.25M +$7.42K +27 +0.2%
AC
1594
Avestar Capital
New York
$4.25M +$58.8K +214 +1%
ESB
1595
Essex Savings Bank
Connecticut
$4.24M +$44K +160 +1%
JC
1596
JB Capital
Connecticut
$4.24M +$341K +1,241 +9%
MFG
1597
Magnus Financial Group
New York
$4.23M -$32.4K -118 -0.8%
AWA
1598
Aaron Wealth Advisors
Illinois
$4.22M +$380K +1,381 +10%
HBT
1599
Hills Bank & Trust
Iowa
$4.22M -$16.8K -61 -0.4%
MWS
1600
Maxwell Wealth Strategies
California
$4.21M +$448K +1,528 +12%