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 %
AWM
1626
Angeles Wealth Management
California
$4.09M +$847K +3,080 +26%
UAS
1627
United Asset Strategies
New York
$4.08M +$133K +485 +3%
CAWM
1628
Capital Advisors Wealth Management
Washington
$4.08M +$80.8K +294 +2%
FFS
1629
Founders Financial Securities
Maryland
$4.08M +$175K +638 +4%
FSC
1630
Full Sail Capital
Oklahoma
$4.07M -$63K -229 -2%
AIM
1631
AMI Investment Management
Indiana
$4.06M +$29.1K +106 +0.7%
ISWM
1632
Independent Solutions Wealth Management
New York
$4.06M -$48.1K -175 -1%
ACM
1633
Accent Capital Management
Ohio
$4.04M -$756K -2,748 -16%
AIM
1634
Acropolis Investment Management
Missouri
$4.02M -$5.5K -20 -0.1%
ECM
1635
Exchange Capital Management
Michigan
$4.02M -$247K -900 -6%
LFP
1636
Leeward Financial Partners
Washington
$4.02M +$146K +530 +4%
PWM
1637
Palumbo Wealth Management
New York
$4.01M +$50.9K +185 +1%
FRA
1638
Front Row Advisors
California
$4M +$20.1K +73 +0.5%
NWM
1639
Northcape Wealth Management
New York
$4M +$17.6K +64 +0.4%
ST
1640
Smithfield Trust
Pennsylvania
$4M -$12.9K -47 -0.3%
JWM
1641
Jackson Wealth Management
Florida
$3.99M +$1.46M +5,308 +58%
AWM
1642
Ameliora Wealth Management
Switzerland
$3.99M -$120K -435 -3%
CCB
1643
Country Club Bank
Missouri
$3.98M -$38.8K -141 -1%
KC
1644
Kingfisher Capital
North Carolina
$3.98M -$123K -448 -3%
JGCM
1645
Joseph Group Capital Management
Ohio
$3.97M +$890K +3,236 +29%
AP
1646
Arlington Partners
Alabama
$3.97M +$822K +2,991 +26%
SFM
1647
Signet Financial Management
New Jersey
$3.96M +$15.4K +56 +0.4%
SFP
1648
Sweet Financial Partners
Minnesota
$3.96M -$31.3K -114 -0.8%
NHT
1649
New Hampshire Trust
New Hampshire
$3.96M +$25.8K +94 +0.7%
NL
1650
NVWM LLC
Pennsylvania
$3.95M +$68.7K +250 +2%