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 %
SCM
2026
Stevens Capital Management
Pennsylvania
$2.19M -$2.86M -10,391 -57%
CFCI
2027
Comprehensive Financial Consultants Institutional
Indiana
$2.18M +$7.42K +27 +0.3%
WAAG
2028
Wealth Alliance Advisory Group
Kansas
$2.18M +$90.2K +328 +4%
SAM
2029
Secure Asset Management
Michigan
$2.18M +$263K +957 +14%
KSWA
2030
Kathleen S. Wright Associates
Pennsylvania
$2.15M -$49K -178 -2%
FWA
2031
FOCUS Wealth Advisors
Texas
$2.15M -$10.2K -37 -0.5%
OWA
2032
One Wealth Advisors
California
$2.15M -$1.93K -7 -0.1%
APP
2033
Avantax Planning Partners
Iowa
$2.15M -$1.22M -4,449 -36%
LI
2034
Lafayette Investments
Maryland
$2.15M +$167K +607 +8%
TP
2035
Tranquility Partners
Tennessee
$2.14M -$6.32K -23 -0.3%
HIC
2036
Holderness Investments Company
North Carolina
$2.14M +$194K +705 +10%
NF
2037
Nvest Financial
New Hampshire
$2.14M +$129K +468 +6%
MRG
2038
Milestone Resources Group
British Virgin Islands
$2.13M -$84.6M -307,562 -98%
BA
2039
Ballast Advisors
Minnesota
$2.13M -$9.9K -36 -0.5%
SXL
2040
Summit X LLC
Missouri
$2.13M -$245K -934 -10%
LWL
2041
Leo Wealth LLC
Texas
$2.12M -$97.3K -354 -4%
TI
2042
Trexquant Investment
Connecticut
$2.12M -$18.3M -66,383 -90%
JWCA
2043
J.W. Coons Advisors
Ohio
$2.12M -$15.9K -58 -0.7%
MS
2044
Maven Securities
Jersey
$2.11M +$1.66M +6,051 +369%
DFG
2045
Delta Financial Group
New Jersey
$2.11M +$27.2K +99 +1%
SDWIA
2046
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.11M +$5.5K +20 +0.3%
RMC
2047
Resources Management Corp
Connecticut
$2.1M -$61.9K -225 -3%
FBT
2048
First Bankers Trust
Kentucky
$2.1M +$851K +3,096 +68%
UAML
2049
US Asset Management LLC
Pennsylvania
$2.1M -$209K -675 -9%
NWAG
2050
Net Worth Advisory Group
Utah
$2.1M +$2.1M +7,631 New