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 %
FNBOH
2501
First National Bank of Hutchinson
Kansas
$1.12M -$143K -544 -11%
OFG
2502
Oxford Financial Group
Indiana
$1.12M +$132K +503 +13%
SIS
2503
Sound Income Strategies
Florida
$1.12M +$144K +547 +15%
TCOTS
2504
Trust Company of the South
North Carolina
$1.12M
WMP
2505
Wealth Management Partners
Arizona
$1.12M -$26K -99 -2%
CF
2506
Convergence Financial
Missouri
$1.12M +$777K +2,960 +228%
OTPPB
2507
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.11M -$1.24M -4,706 -53%
PWMG
2508
Pinnacle Wealth Management Group
Michigan
$1.11M -$9.19K -35 -0.8%
BCM
2509
Bancreek Capital Management
California
$1.11M -$5.92M -22,536 -84%
CIM
2510
CIM Investment Management
Pennsylvania
$1.11M -$13.9K -53 -1%
BEI
2511
Benjamin Edwards Inc
Missouri
$1.11M +$40.2K +153 +4%
AIIMS
2512
Analyst IMS Investment Management Services
Israel
$1.11M +$710K +2,705 +177%
FA
2513
Fountainhead AM
New Jersey
$1.11M +$26.2K +100 +2%
ACH
2514
ArrowMark Colorado Holdings
Colorado
$1.11M
KAS
2515
KPP Advisory Services
Kentucky
$1.11M +$29.4K +112 +3%
OIA
2516
Optimum Investment Advisors
Illinois
$1.1M +$90.6K +345 +9%
OWA
2517
Outlook Wealth Advisors
Texas
$1.1M +$1.84K +7 +0.2%
HL
2518
HeadInvest LLC
Maine
$1.1M +$70.6K +269 +7%
AFT
2519
Alpha Family Trust
California
$1.1M
PSC
2520
Prentiss Smith & Co
Vermont
$1.1M
SAI
2521
Savvy Advisors Inc
New York
$1.1M +$318K +1,211 +41%
FPF
2522
First Pacific Financial
Washington
$1.1M +$38.6K +147 +4%
AWM
2523
Alterna Wealth Management
Texas
$1.1M
GWCM
2524
Godshalk Welsh Capital Management
Pennsylvania
$1.09M
GAM
2525
Gemmer Asset Management
California
$1.09M +$9.71K +37 +0.9%