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 %
CIM
1651
Corbyn Investment Management
Maryland
$3.95M -$18.7K -68 -0.5%
SWM
1652
Sugarloaf Wealth Management
Georgia
$3.95M +$83.9K +305 +2%
SAW
1653
Signal Advisors Wealth
Michigan
$3.95M +$3.95M +14,363 New
OM
1654
OV Management
Minnesota
$3.92M +$134K +489 +4%
BB
1655
Bell Bank
North Dakota
$3.91M +$286K +1,041 +8%
GWMR
1656
GC Wealth Management RIA
Massachusetts
$3.91M -$565K -2,054 -13%
BCM
1657
Buckhead Capital Management
Georgia
$3.91M +$8.52K +31 +0.2%
QWM
1658
Quadcap Wealth Management
Texas
$3.91M -$74.2K -270 -2%
FFN
1659
Focus Financial Network
Minnesota
$3.9M -$11.8K -43 -0.3%
DA
1660
Doliver Advisors
Texas
$3.89M -$129K -470 -3%
NCM
1661
Northside Capital Management
Oregon
$3.88M
ACM
1662
Alcosta Capital Management
California
$3.87M +$29.4K +107 +0.8%
BHPW
1663
Beverly Hills Private Wealth
California
$3.86M +$1.6M +5,801 +71%
NF
1664
Nikulski Financial
Iowa
$3.85M +$71.5K +260 +2%
BMO
1665
Beck Mack & Oliver
New York
$3.85M +$862K +3,135 +29%
HR
1666
Hardy Reed
Mississippi
$3.83M +$147K +536 +4%
KFP
1667
KMG Fiduciary Partners
Ohio
$3.83M +$10.2K +37 +0.3%
EAM
1668
EdenTree Asset Management
United Kingdom
$3.82M +$98.9K +360 +3%
CAC
1669
Certified Advisory Corp
Florida
$3.81M -$47.6K -173 -1%
PCS
1670
Personal CFO Solutions
New Jersey
$3.81M -$38.8K -141 -1%
FGA
1671
Fortis Group Advisors
New Jersey
$3.8M -$1.7M -6,201 -31%
BOS
1672
Bank of Stockton
California
$3.8M -$91.8K -334 -2%
IFWM
1673
Institute for Wealth Management
Colorado
$3.78M +$17.6K +64 +0.5%
BJL
1674
Brighton Jones LLC
Washington
$3.78M -$304K -1,105 -7%
MAWCM
1675
Mine & Arao Wealth Creation & Management
California
$3.77M +$236K +860 +7%