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 %
IP
2301
Investment Partners
Ohio
$1.47M -$7.7K -28 -0.5%
JWA
2302
JFS Wealth Advisors
Pennsylvania
$1.47M +$870K +3,164 +145%
SAM
2303
Selway Asset Management
$1.47M +$1.47M +5,340 New
LGA
2304
Lebenthal Global Advisors
New York
$1.47M +$47.3K +172 +3%
TPWM
2305
Twelve Points Wealth Management
Massachusetts
$1.47M +$19.2K +70 +1%
SJIM
2306
St. Johns Investment Management
Florida
$1.47M -$45.1K -164 -3%
KIG
2307
Kowal Investment Group
Wisconsin
$1.47M -$27.2K -99 -2%
PI
2308
PEAK6 Investments
Illinois
$1.47M -$5.45M -19,832 -79%
AWM
2309
Ariadne Wealth Management
California
$1.46M +$1.46M +4,789 New
WG
2310
Winton Group
United Kingdom
$1.46M +$1.46M +5,319 New
D
2311
Diversified
Delaware
$1.46M +$50.6K +184 +4%
DE
2312
Diversified Enterprises
Delaware
$1.46M +$1.46M +5,314 New
BMC
2313
Beaton Management Company
Massachusetts
$1.46M
BSSFA
2314
Baron Silver Stevens Financial Advisors
Florida
$1.46M +$7.15K +26 +0.5%
OFS
2315
OneAscent Financial Services
Alabama
$1.46M -$234K -852 -14%
RC
2316
RBO & Co
California
$1.45M +$28.6K +104 +2%
4WM
2317
44 Wealth Management
Oregon
$1.45M +$1.45M +5,116 New
NAS
2318
Nicolet Advisory Services
Wisconsin
$1.45M +$11.4K +41 +0.8%
NERM
2319
New England Research & Management
Illinois
$1.45M +$694K +2,525 +92%
KC
2320
Knuff & Co
California
$1.45M
GSB
2321
Greenfield Savings Bank
Massachusetts
$1.44M +$64.6K +235 +5%
PBK
2322
Peoples Bank (Kansas)
Kansas
$1.44M -$16.5K -60 -1%
AB
2323
Atlas Brown
Kentucky
$1.44M +$7.15K +26 +0.5%
AC
2324
ASB Consultores
Florida
$1.44M -$47.3K -172 -3%
SAI
2325
Savvy Advisors Inc
New York
$1.44M +$290K +1,054 +25%