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 %
OWA
2251
Octavia Wealth Advisors
Ohio
$1.56M +$5.77K +21 +0.4%
NCFG
2252
New Century Financial Group
New Jersey
$1.56M +$16.8K +61 +1%
CP
2253
Covenant Partners
Tennessee
$1.56M +$155K +565 +11%
DWAM
2254
Duncan Williams Asset Management
Tennessee
$1.56M +$280K +1,017 +22%
EWA
2255
Etesian Wealth Advisors
Oregon
$1.56M +$42.3K +154 +3%
BFA
2256
Brown Financial Advisors
Ohio
$1.56M +$152K +554 +11%
EB
2257
Emprise Bank
Kansas
$1.55M -$85K -309 -5%
CCA
2258
Childress Capital Advisors
Texas
$1.55M +$28.3K +103 +2%
TW
2259
TrinityPoint Wealth
Connecticut
$1.55M -$1.93M -7,026 -56%
ZF
2260
Zhang Financial
Michigan
$1.55M +$30.2K +110 +2%
UAG
2261
United Advisor Group
Ohio
$1.55M +$435K +1,582 +39%
SAM
2262
Summit Asset Management
Tennessee
$1.54M -$550 -2 -0%
BHB
2263
Bank Hapoalim BM
Israel
$1.54M -$1.52M -5,510 -50%
LCM
2264
Leisure Capital Management
California
$1.54M +$54.7K +199 +4%
PCFFS
2265
Pacific Center for Financial Services
California
$1.54M -$48.4K -176 -3%
CIP
2266
Capital Insight Partners
Arizona
$1.54M -$56.4K -205 -4%
IWA
2267
IVC Wealth Advisors
Pennsylvania
$1.54M -$21.7K -79 -1%
MSS
2268
Mitchell Sinkler & Starr
Pennsylvania
$1.54M +$328K +1,395 +27%
BAAM
2269
Baker Avenue Asset Management
California
$1.53M +$440K +1,600 +40%
CIM
2270
Corda Investment Management
Texas
$1.53M -$63.8K -232 -4%
MFG
2271
Monte Financial Group
Connecticut
$1.53M +$42.6K +155 +3%
CP
2272
Canopy Partners
Ohio
$1.53M +$5.22K +19 +0.3%
BHIA
2273
Birch Hill Investment Advisors
Massachusetts
$1.53M +$200K +727 +15%
1IA
2274
1834 Investment Advisors
Wisconsin
$1.52M -$254K -925 -14%
MLM
2275
Mount Lucas Management
Pennsylvania
$1.52M -$1.15M -4,172 -43%