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 %
1W
1926
1776 Wealth
Georgia
$2.59M -$87.7K -319 -3%
SHFA
1927
SS&H Financial Advisors
Michigan
$2.58M +$47.8K +174 +2%
MW
1928
Maia Wealth
Colorado
$2.58M +$267K +943 +12%
PH
1929
Pinnacle Holdings
Oklahoma
$2.57M -$1.65K -6 -0.1%
HAC
1930
Harbor Advisory Corp
New Hampshire
$2.57M +$96.2K +350 +4%
KA
1931
Klingman & Associates
New York
$2.56M +$1.51M +5,497 +144%
WCM
1932
Weaver Capital Management
Georgia
$2.56M -$176K -639 -6%
SG
1933
StoneX Group
New York
$2.56M +$115K +418 +5%
LA
1934
LM Advisors
California
$2.55M -$953K -3,465 -27%
RAM
1935
Ramirez Asset Management
New York
$2.54M +$16.5K +60 +0.7%
HFA
1936
Harbert Fund Advisors
Alabama
$2.54M +$481K +1,750 +23%
CRI
1937
Commonwealth Retirement Investments
Virginia
$2.54M +$73.4K +267 +3%
RPCONE
1938
Retirement Planning Company of New England
Rhode Island
$2.54M +$167K +607 +7%
EFG
1939
Everhart Financial Group
Ohio
$2.54M +$119K +432 +5%
DC
1940
DeDora Capital
California
$2.54M +$8.8K +32 +0.3%
JHCP
1941
Jackson Hole Capital Partners
Oklahoma
$2.53M +$67.6K +246 +3%
MFG
1942
MidWestOne Financial Group
Iowa
$2.53M -$39K -142 -2%
CIA
1943
Compass Ion Advisors
Pennsylvania
$2.53M -$6.05K -22 -0.2%
CWM
1944
Compass Wealth Management
Connecticut
$2.53M -$4.12K -15 -0.2%
CA
1945
Claro Advisors
Massachusetts
$2.53M +$756K +2,750 +43%
SFPG
1946
Stonebridge Financial Planning Group
Florida
$2.53M -$22K -80 -0.9%
PP
1947
PDS Planning
Ohio
$2.52M +$13.7K +50 +0.5%
LPT
1948
Legacy Private Trust
Wisconsin
$2.52M +$123K +449 +5%
AW
1949
Alaethes Wealth
Nevada
$2.52M +$95.7K +348 +4%
FPCP
1950
Fort Point Capital Partners
California
$2.52M +$333K +1,210 +15%