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 %
EWA
1601
EverSource Wealth Advisors
Alabama
$4.21M -$90.7K -330 -2%
LBWM
1602
Left Brain Wealth Management
Illinois
$4.21M +$26.7K +97 +0.6%
ILI
1603
Invesco LLC (Illinois)
Illinois
$4.19M +$97.3K +354 +2%
DWM
1604
Diversify Wealth Management
Utah
$4.18M +$245K +862 +6%
RWB
1605
RMR Wealth Builders
New Jersey
$4.18M +$168K +610 +4%
SSWM
1606
Strait & Sound Wealth Management
California
$4.17M -$825 -3 -0%
HAS
1607
HBW Advisory Services
California
$4.17M -$995K -3,618 -19%
HIS
1608
Horizon Investment Services
Indiana
$4.17M -$77.3K -281 -2%
CCG
1609
Cloverfields Capital Group
Minnesota
$4.17M -$359K -1,305 -8%
EHC
1610
Everett Harris & Co
California
$4.17M -$35.5K -129 -0.8%
WPC
1611
White Pine Capital
Minnesota
$4.16M +$54.4K +198 +1%
NAM
1612
NTV Asset Management
West Virginia
$4.16M -$264K -962 -6%
RF
1613
Robbins Farley
New Hampshire
$4.16M +$81.4K +296 +2%
AFP
1614
Ausdal Financial Partners
Iowa
$4.16M +$29.7K +108 +0.7%
CIAS
1615
Capital Investment Advisory Services
North Carolina
$4.15M +$159K +578 +4%
JCM
1616
Jag Capital Management
Missouri
$4.15M +$34.9K +127 +0.8%
RA
1617
RFG Advisory
Alabama
$4.13M -$22.3K -81 -0.5%
VSAM
1618
Value Star Asset Management
Hong Kong
$4.12M -$275K -1,000 -6%
VFM
1619
Viking Fund Management
North Dakota
$4.12M
WGCA
1620
Wolf Group Capital Advisors
Virginia
$4.12M +$1.43K +6 +0%
CCIA
1621
Cherry Creek Investment Advisors
Colorado
$4.12M +$7.42K +27 +0.2%
NC
1622
NBW Capital
Massachusetts
$4.12M -$840K -3,054 -17%
BHA
1623
Beech Hill Advisors
New York
$4.11M +$133K +482 +3%
SLWA
1624
San Luis Wealth Advisors
California
$4.1M +$146K +530 +4%
FFA
1625
Fairfield Financial Advisors
Massachusetts
$4.09M -$141K -514 -3%