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 %
NED
1976
Nancy E. Dempze
$2.42M +$825K +3,000 +52%
GWSG
1977
GPS Wealth Strategies Group
Colorado
$2.41M -$109K -395 -4%
CFG
1978
Cooper Financial Group
California
$2.41M +$23.9K +87 +1%
OFS
1979
Orrstown Financial Services
Pennsylvania
$2.4M +$679K +2,471 +39%
GLA
1980
Good Life Advisors
Pennsylvania
$2.4M +$228K +829 +10%
FWM
1981
ForthRight Wealth Management
Georgia
$2.39M +$64.9K +236 +3%
SAI
1982
Systematic Alpha Investments
New Jersey
$2.38M
TC
1983
Trium Capital
United Kingdom
$2.37M +$421K +1,532 +22%
GCM
1984
Geneva Capital Management
Wisconsin
$2.37M -$206K -748 -8%
DIM
1985
Delta Investment Management
California
$2.37M +$194K +707 +9%
AWE
1986
Avidian Wealth Enterprises
Texas
$2.36M +$86.9K +316 +4%
DRS
1987
Deane Retirement Strategies
Louisiana
$2.35M +$15.7K +57 +0.7%
MCWS
1988
McKinley Carter Wealth Services
West Virginia
$2.35M -$25K -91 -1%
TNAM
1989
Terra Nova Asset Management
New York
$2.35M +$8.8K +32 +0.4%
SW
1990
SkyOak Wealth
Michigan
$2.34M
BIA
1991
Benchmark Investment Advisors
Illinois
$2.34M +$14.6K +53 +0.6%
SC
1992
Savoie Capital
Illinois
$2.34M
MSFP
1993
Mark Sheptoff Financial Planning
Connecticut
$2.34M
RBC
1994
Romano Brothers & Co
Illinois
$2.33M +$39.9K +145 +2%
CFP
1995
Catalyst Financial Partners
Massachusetts
$2.33M +$77K +280 +3%
CAM
1996
Costello Asset Management
Pennsylvania
$2.32M +$235K +855 +11%
DCM
1997
Dudley Capital Management
Virginia
$2.32M
WB
1998
WesBanco Bank
West Virginia
$2.3M +$31.3K +114 +1%
BLC
1999
Brown, Lisle/Cummings
Rhode Island
$2.3M +$41.2K +150 +2%
MFP
2000
Meridian Financial Partners
Virginia
$2.3M +$51.4K +187 +2%