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 %
MCM
2201
Monument Capital Management
Virginia
$1.69M
BWM
2202
Buckley Wealth Management
Nevada
$1.69M +$439K +1,595 +35%
TF
2203
Trek Financial
Arizona
$1.68M +$64.1K +233 +4%
PCMC
2204
Planning Capital Management Corporation
Pennsylvania
$1.68M +$434K +1,580 +35%
LWM
2205
Lodestone Wealth Management
Washington
$1.68M -$343K -1,246 -17%
FCAS
2206
First Command Advisory Services
Texas
$1.68M -$550 -2 -0%
LI
2207
LRI Investments
Florida
$1.68M +$1.39M +25,485 +473%
HFO
2208
Heritage Family Offices
Arizona
$1.68M +$1.93K +7 +0.1%
GAM
2209
Grandview Asset Management
Pennsylvania
$1.66M +$28.3K +103 +2%
XF
2210
XML Financial
Maryland
$1.66M -$23.1K -84 -1%
KFS
2211
Kurt F. Somerville
$1.66M -$13.7K -50 -0.8%
MA
2212
MJP Associates
Connecticut
$1.66M -$132K -480 -7%
ARMT
2213
Amica Retiree Medical Trust
Rhode Island
$1.65M +$1.65M +6,009 New
CWM
2214
Centurion Wealth Management
Virginia
$1.65M +$1.65M +5,988 New
TAM
2215
Tealwood Asset Management
Minnesota
$1.65M +$1.65M +5,987 New
FGI
2216
Foresight Global Investors
New York
$1.64M +$110K +400 +7%
SFP
2217
Sandbox Financial Partners
Maryland
$1.64M -$47.3K -172 -3%
WIC
2218
Woodmont Investment Counsel
Tennessee
$1.64M -$8.25K -30 -0.5%
TIA
2219
Traphagen Investment Advisors
New Jersey
$1.64M +$7.97K +29 +0.5%
IIC
2220
Ironwood Investment Counsel
Arizona
$1.63M
CCM
2221
Conway Capital Management
California
$1.63M
SOS
2222
Silver Oak Securities
Tennessee
$1.63M +$194K +709 +14%
SAF
2223
Smith Anglin Financial
Texas
$1.63M +$11.8K +43 +0.7%
CWM
2224
Circle Wealth Management
New Jersey
$1.62M +$142K +518 +10%
CPSC
2225
Carl P. Sherr & Co
Massachusetts
$1.62M +$16.5K +60 +1%