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 %
QWP
1851
Quotient Wealth Partners
Texas
$2.89M -$261K -949 -8%
OCM
1852
Olstein Capital Management
New York
$2.89M
FFO
1853
Fiduciary Family Office
Florida
$2.88M +$448K +1,630 +18%
PAMG
1854
Patton Albertson Miller Group
Tennessee
$2.88M -$3.57K -13 -0.1%
SPFA
1855
Summit Place Financial Advisors
New Jersey
$2.88M -$131K -478 -4%
MW
1856
Marcum Wealth
Ohio
$2.88M +$97.9K +356 +4%
RIA
1857
Richwood Investment Advisors
Ohio
$2.86M -$1.93K -7 -0.1%
ECG
1858
Edge Capital Group
Georgia
$2.86M +$38.2K +139 +1%
TGAM
1859
TBH Global Asset Management
Tennessee
$2.86M -$68.7K -250 -2%
FWA
1860
FSM Wealth Advisors
Ohio
$2.85M +$54.2K +197 +2%
BSB
1861
Bangor Savings Bank
Maine
$2.85M +$50.3K +183 +2%
RMAM
1862
Raab & Moskowitz Asset Management
New Jersey
$2.83M +$14.8K +54 +0.5%
FM
1863
Foster & Motley
Ohio
$2.83M +$1.27M +4,620 +81%
IIM
1864
Intact Investment Management
Quebec, Canada
$2.83M +$2.56M +9,300 +930%
PD
1865
Point72 (DIFC)
United Arab Emirates
$2.83M -$21.3M -77,642 -88%
BCM
1866
Barometer Capital Management
Ontario, Canada
$2.83M +$2.83M +10,315 New
MPPLM
1867
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.83M +$206K +751 +8%
DTL
1868
Dynamic Technology Lab
Singapore
$2.83M -$2.52M -9,161 -47%
JSL
1869
JT Stratford LLC
Georgia
$2.83M -$55K -200 -2%
EWM
1870
Evermay Wealth Management
Virginia
$2.82M -$93.5K -340 -3%
CTC
1871
Cetera Trust Company
Minnesota
$2.82M -$104K -377 -4%
WAS
1872
WESPAC Advisors SoCal
California
$2.82M -$225K -819 -7%
GCS
1873
Gordian Capital (Singapore)
Singapore
$2.82M -$298K -1,083 -10%
KF
1874
KKM Financial
Illinois
$2.81M +$146K +530 +5%
TC
1875
Tsai Capital
New York
$2.81M +$169K +614 +6%