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 %
KW
2551
KWB Wealth
California
$1.06M -$18.1K -65 -2%
AWP
2552
Accretive Wealth Partners
New Jersey
$1.05M -$787 -3 -0.1%
PGWM
2553
Parisi Gray Wealth Management
New Jersey
$1.05M +$22.8K +87 +2%
HA
2554
Harbor Advisors
Florida
$1.05M
BIA
2555
Bigelow Investment Advisors
Maine
$1.05M -$6.82K -26 -0.6%
BIAS
2556
Beacon Investment Advisory Services
New Jersey
$1.05M +$16.3K +62 +2%
ECM
2557
Elgethun Capital Management
South Dakota
$1.05M -$131K -498 -11%
MPPW
2558
Mitchell & Pahl Private Wealth
Oklahoma
$1.05M -$1.05K -4 -0.1%
TA
2559
Tectonic Advisors
Texas
$1.04M -$6.83K -26 -0.6%
BAAM
2560
Baker Avenue Asset Management
California
$1.04M -$196K -746 -16%
DF
2561
Dunhill Financial
United Kingdom
$1.04M +$225K +859 +28%
HCP
2562
Holt Capital Partners
Texas
$1.04M -$8.4K -32 -0.8%
TAM
2563
Titleist Asset Management
Texas
$1.04M +$110K +420 +12%
GGV
2564
GG Group Ventures
Florida
$1.04M +$1.04M +3,998 New
DTC
2565
Davidson Trust Company
Washington
$1.04M +$103K +392 +11%
EWM
2566
Elmwood Wealth Management
California
$1.04M
ADIM
2567
Alpha DNA Investment Management
Maryland
$1.04M -$862K -3,285 -45%
FFG
2568
Frisch Financial Group
New York
$1.04M +$443K +1,686 +74%
PFA
2569
Pathway Financial Advisers
Indiana
$1.04M +$38.7K +149 +4%
SAM
2570
Strategy Asset Managers
California
$1.04M -$851K -3,585 -45%
BA
2571
Bluesphere Advisors
Pennsylvania
$1.03M -$2.89K -11 -0.3%
HCP
2572
Hexagon Capital Partners
Arkansas
$1.03M -$2.1K -8 -0.2%
UCB
2573
United Community Bank
South Carolina
$1.03M -$297K -1,131 -22%
NRC
2574
New Republic Capital
North Carolina
$1.03M +$122K +463 +13%
GWA
2575
Gratus Wealth Advisors
Virginia
$1.03M +$12.2K +46 +1%