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 %
FA
2376
Fountainhead AM
New Jersey
$1.36M +$196K +713 +17%
BEAM
2377
Baker Ellis Asset Management
Washington
$1.36M -$44.3K -161 -3%
BFA
2378
Bill Few Associates
Pennsylvania
$1.35M +$98.7K +359 +8%
GPI
2379
General Partner Inc
Pennsylvania
$1.35M -$68.7K -250 -5%
PL
2380
Plancorp LLC
Missouri
$1.35M +$6.32K +23 +0.5%
PFG
2381
Prosperity Financial Group
California
$1.34M +$66.5K +242 +5%
EFH
2382
Eaton Financial Holdings
Florida
$1.34M +$1.34M +4,869 New
TNA
2383
True North Advisors
Texas
$1.34M -$29.4K -107 -2%
WAG
2384
Wallace Advisory Group
California
$1.34M -$28.1K -107 -2%
KCM
2385
Knoll Capital Management
Florida
$1.33M
WWS
2386
Wellington Wealth Strategies
Indiana
$1.33M +$1.33M +4,596 New
JCM
2387
Jacobsen Capital Management
Utah
$1.33M -$39.9K -145 -3%
RBFC
2388
Roman Butler Fullerton & Co
Missouri
$1.33M +$18.7K +67 +1%
WCM
2389
Winthrop Capital Management
Indiana
$1.32M -$34.9K -127 -3%
TWM
2390
Tradition Wealth Management
Minnesota
$1.32M -$24.5K -89 -2%
CSIC
2391
Clifford Swan Investment Counsel
California
$1.32M -$1.38K -5 -0.1%
RPWA
2392
Regent Peak Wealth Advisors
Georgia
$1.32M -$12.1K -44 -0.9%
KA
2393
Kovack Advisors
Florida
$1.32M -$80K -291 -6%
MPW
2394
Monterey Private Wealth
California
$1.32M -$32.4K -118 -2%
MMA
2395
Mizuho Markets Americas
New York
$1.32M +$1.32M +4,784 New
JWM
2396
Jessup Wealth Management
Ohio
$1.31M -$52.8K -192 -4%
CA
2397
Cambridge Advisors
Nebraska
$1.31M +$34.6K +126 +3%
RL
2398
Rogco LP
Oklahoma
$1.31M -$75.9K -276 -5%
AGA
2399
Accuvest Global Advisors
Utah
$1.31M +$1.31M +4,332 New
FW
2400
FullCircle Wealth
Texas
$1.31M +$33K +116 +3%