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 %
NAMP
2076
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.04M -$137K -500 -6%
HIC
2077
Harvey Investment Company
Kentucky
$2.03M
ZIG
2078
Zuckerman Investment Group
Illinois
$2.02M -$50.6K -184 -2%
QP
2079
Quartz Partners
New York
$2.02M +$2.02M +7,355 New
LWA
2080
Lineweaver Wealth Advisors
Ohio
$2.02M -$98K -356 -5%
FPFS
2081
First Personal Financial Services
North Carolina
$2.02M -$68.7K -250 -3%
CAM
2082
Covenant Asset Management
New Jersey
$2.01M
WCA
2083
Waratah Capital Advisors
Ontario, Canada
$2.01M -$12.1M -43,919 -86%
PSP
2084
Principal Street Partners
Tennessee
$2.01M +$387K +1,455 +24%
SFWC
2085
Strategic Family Wealth Counselors
New Jersey
$1.99M +$15.4K +56 +0.8%
PBC
2086
Pavion Blue Capital
California
$1.99M
KFGK
2087
Keystone Financial Group (Kentucky)
Kentucky
$1.99M +$11.3K +41 +0.6%
ZIG
2088
Zullo Investment Group
Pennsylvania
$1.99M +$20.1K +73 +1%
VA
2089
Valmark Advisers
Ohio
$1.99M +$112K +407 +6%
SCP
2090
Stamos Capital Partners
California
$1.99M +$990K +3,600 +99%
RCIM
2091
Red Cedar Investment Management
Michigan
$1.98M
KIM
2092
Kestra Investment Management
Texas
$1.98M +$1.98M +7,208 New
SP
2093
Stablepoint Partners
Massachusetts
$1.98M +$61K +222 +3%
PFWA
2094
Paces Ferry Wealth Advisors
Georgia
$1.97M -$15.1K -55 -0.8%
AGP
2095
Autumn Glory Partners
Texas
$1.97M +$572K +2,068 +41%
SSW
2096
Stone Summit Wealth
Florida
$1.97M -$12.4K -45 -0.6%
MLA
2097
My Legacy Advisors
Oregon
$1.97M -$444K -1,616 -18%
CASB
2098
Cape Ann Savings Bank
Massachusetts
$1.97M +$3.02K +11 +0.2%
SAM
2099
Strategy Asset Managers
California
$1.96M +$762K +2,771 +63%
HEIP
2100
Hudson Edge Investment Partners
New Jersey
$1.95M