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 %
Koshinski Asset Management
2001
Koshinski Asset Management
Illinois
$2.29M -$161K -584 -7%
JSW
2002
Journey Strategic Wealth
New Jersey
$2.29M +$710K +2,581 +45%
MFS
2003
Mattson Financial Services
Michigan
$2.28M -$17.1K -65 -0.7%
CPBTD
2004
Central Pacific Bank - Trust Division
Hawaii
$2.28M -$2.4M -8,717 -51%
KI
2005
Kapitalo Investimentos
Brazil
$2.28M +$2.28M +8,301 New
SFM
2006
Systematic Financial Management
New Jersey
$2.28M
AWC
2007
Abundance Wealth Counselors
Pennsylvania
$2.27M +$148K +537 +7%
TFA
2008
Teamwork Financial Advisors
Texas
$2.27M -$1M -3,649 -31%
NFG
2009
Northeast Financial Group
Pennsylvania
$2.27M +$212K +772 +10%
SWM
2010
Sculati Wealth Management
Michigan
$2.27M -$15.1K -55 -0.7%
ITIM
2011
Indiana Trust & Investment Management
Indiana
$2.26M +$14K +51 +0.6%
GWM
2012
Gray Wealth Management
Maine
$2.25M -$79.7K -290 -3%
PPWM
2013
Paragon Private Wealth Management
Kentucky
$2.25M +$92.9K +338 +4%
UW
2014
Unique Wealth
Florida
$2.25M +$322K +1,171 +17%
HCCM
2015
Hudson Canyon Capital Management
New York
$2.24M
MSFS
2016
Main Street Financial Solutions
Pennsylvania
$2.24M +$32.4K +118 +1%
FIM
2017
Freedom Investment Management
Connecticut
$2.23M +$155K +562 +7%
SCM
2018
Soros Capital Management
New York
$2.23M +$2.23M +8,107 New
BFA
2019
Beacon Financial Advisory
Ohio
$2.23M +$133K +483 +6%
CGFA
2020
Colton Groome Financial Advisors
North Carolina
$2.22M -$85.2K -310 -4%
SI
2021
Shaker Investments
Ohio
$2.22M -$2.08M -7,581 -48%
SP
2022
Stonebrook Private
Michigan
$2.22M -$46.5K -169 -2%
BCP
2023
Blackhawk Capital Partners
Wisconsin
$2.22M -$195K -708 -8%
NB
2024
Northwest Bancshares
Pennsylvania
$2.2M -$17.3K -63 -0.8%
9WM
2025
9258 Wealth Management
Ohio
$2.2M +$6.6K +24 +0.3%