3,798 hedge funds and large institutions have $399B invested in Visa in 2024 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 1,794 increasing their positions, 1,399 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,798
Holders Change
-24
Holders Change %
-0.63%
% of All Funds
55.24%
Holding in Top 10
427
Holding in Top 10 Change
-82
Holding in Top 10 Change %
-16.11%
% of All Funds
6.21%
New
165
Increased
1,794
Reduced
1,399
Closed
130
Calls
$3.55B
Puts
$3.11B
Net Calls
+$445M
Net Calls Change
-$225M
Name Holding Trade Value Shares
Change
Shares
Change %
BFIM
2476
Beese Fulmer Investment Management
Ohio
$1.16M
WIA
2477
Westbourne Investment Advisors
Maryland
$1.16M
PWM
2478
Paulson Wealth Management
Illinois
$1.16M -$30.2K -115 -3%
SEIA
2479
Signature Estate & Investment Advisors
California
$1.16M +$698K +2,659 +152%
WHCI
2480
W.H. Cornerstone Investments
Massachusetts
$1.16M -$9.72K -37 -0.8%
FB
2481
First Bancorp
Maine
$1.16M +$5.25K +20 +0.5%
SAM
2482
Satovsky Asset Management
New York
$1.16M -$27.6K -105 -2%
1WM
2483
1900 Wealth Management
Texas
$1.15M -$73.8K -281 -6%
ACM
2484
Allred Capital Management
Texas
$1.15M +$131K +501 +13%
WCA
2485
Westover Capital Advisors
Delaware
$1.15M -$32K -122 -3%
PFA
2486
Pure Financial Advisors
California
$1.15M -$69.3K -264 -6%
RCM
2487
RMR Capital Management
California
$1.14M
VIM
2488
VELA Investment Management
Ohio
$1.14M
HNB
2489
Hilltop National Bank
Wyoming
$1.14M +$262 +1 +0%
FW
2490
FullCircle Wealth
Texas
$1.14M +$1.14M +4,482 New
WG
2491
Wealth Group
North Carolina
$1.14M -$2.89K -11 -0.3%
HKAM
2492
Horizon Kinetics Asset Management
New York
$1.14M
ECM
2493
Estabrook Capital Management
New York
$1.14M -$23.6K -90 -2%
BCG
2494
BayBridge Capital Group
California
$1.13M +$35.4K +135 +3%
MC
2495
Matisse Capital
Oregon
$1.13M
BWM
2496
BigSur Wealth Management
Florida
$1.13M +$118K +450 +12%
BONH
2497
Bank of New Hampshire
New Hampshire
$1.13M -$73.5K -280 -6%
OCM
2498
Orion Capital Management
California
$1.13M -$47.2K -180 -4%
AA
2499
Aire Advisors
California
$1.13M +$1.31K +5 +0.1%
AA
2500
Alta Advisers
United Kingdom
$1.13M