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 %
WAG
1951
Winthrop Advisory Group
Massachusetts
$2.52M -$9.07K -33 -0.4%
SIM
1952
Sentry Investment Management
Wisconsin
$2.52M +$186K +677 +8%
PSB
1953
Passumpsic Savings Bank
Vermont
$2.51M +$49.2K +179 +2%
TGCMU
1954
Titan Global Capital Management USA
New York
$2.51M -$64.9K -236 -3%
AMCA
1955
Arthur M. Cohen & Associates
Illinois
$2.5M +$307K +1,105 +14%
HG
1956
Herbst Group
Connecticut
$2.5M +$1.08M +3,925 +76%
AWMT
1957
AAFMAA Wealth Management & Trust
North Carolina
$2.5M +$114K +414 +5%
OC
1958
Oakworth Capital
Alabama
$2.5M -$26.4K -96 -1%
SIA
1959
Schear Investment Advisers
Ohio
$2.5M +$237K +863 +11%
SWM
1960
Selective Wealth Management
Virginia
$2.49M -$210K -765 -8%
BWG
1961
Boomfish Wealth Group
Georgia
$2.49M +$55.5K +202 +2%
TSW
1962
Three Seasons Wealth
Utah
$2.48M +$35.7K +130 +1%
EA
1963
Ellsworth Advisors
Ohio
$2.47M +$114K +414 +5%
CCA
1964
Criterion Capital Advisors
Tennessee
$2.46M
NPA
1965
Nichols & Pratt Advisers
Massachusetts
$2.45M +$903K +3,284 +58%
BAM
1966
Byrne Asset Management
New Jersey
$2.45M -$4.67K -17 -0.2%
RWP
1967
Revolve Wealth Partners
New Jersey
$2.45M +$93.5K +340 +4%
PBT
1968
Pictet Bank & Trust
Bahamas
$2.44M -$81.1K -295 -3%
CA
1969
Callahan Advisors
Texas
$2.44M +$275 +1 +0%
CCM
1970
CAAS Capital Management
New York
$2.44M +$2.44M +8,871 New
FFM
1971
Forum Financial Management
Illinois
$2.43M +$56.1K +204 +2%
LD
1972
Lipe & Dalton
New York
$2.43M -$6.88K -25 -0.3%
BC
1973
Bridgefront Capital
Texas
$2.43M +$205K +746 +9%
VCP
1974
Verus Capital Partners
Arizona
$2.43M +$140K +510 +6%
CAMV
1975
Concord Asset Management (Virginia)
Virginia
$2.43M +$285K +1,036 +13%