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 %
RIA
2451
Regal Investment Advisors
Michigan
$1.22M -$1.14M -4,153 -48%
FB
2452
First Bancorp
Maine
$1.21M
CWM
2453
Castle Wealth Management
Florida
$1.21M +$166K +604 +16%
FTIS
2454
First Trust Investment Solutions
Florida
$1.21M -$3.66M -13,320 -75%
1WM
2455
1900 Wealth Management
Texas
$1.21M +$275 +1 +0%
PMA
2456
Prudent Man Advisors
Illinois
$1.21M -$62.4K -227 -5%
OL
2457
OneFund LLC
Florida
$1.21M +$67.1K +244 +6%
MWA
2458
Midland Wealth Advisors
Illinois
$1.2M -$101K -367 -8%
FA
2459
Fiducient Advisors
Illinois
$1.2M -$330K -1,199 -21%
RCM
2460
RMR Capital Management
California
$1.2M
PPP
2461
Private Portfolio Partners
New Jersey
$1.2M +$1.2M +4,355 New
SMA
2462
Seven Mile Advisory
New Jersey
$1.19M +$82.8K +301 +7%
ECM
2463
Estabrook Capital Management
New York
$1.19M
SEIA
2464
Signature Estate & Investment Advisors
California
$1.19M -$25K -91 -2%
BWM
2465
BigSur Wealth Management
Florida
$1.19M
MC
2466
Matisse Capital
Oregon
$1.19M
MFG
2467
Monumental Financial Group
Maryland
$1.18M -$151K -549 -11%
SOW
2468
State of Wyoming
Wyoming
$1.18M +$870K +3,163 +283%
WMP
2469
Wealth Management Partners
Arizona
$1.17M
KAS
2470
KPP Advisory Services
Kentucky
$1.17M +$11.5K +42 +1%
WCA
2471
Westover Capital Advisors
Delaware
$1.17M -$30K -109 -2%
SFG
2472
Shum Financial Group
California
$1.17M +$1.17M +3,992 New
HNB
2473
Hilltop National Bank
Wyoming
$1.17M -$25K -91 -2%
RWM
2474
Revisor Wealth Management
Ohio
$1.17M +$448K +1,630 +62%
FPF
2475
First Pacific Financial
Washington
$1.17M +$20.1K +73 +2%