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 %
CG
2576
Clarus Group
Texas
$1.03M +$449K +1,712 +78%
SAM
2577
SignalPoint Asset Management
Missouri
$1.03M +$32K +122 +3%
BCM
2578
Birch Capital Management
Texas
$1.03M +$178K +677 +21%
MIP
2579
Marietta Investment Partners
Wisconsin
$1.03M +$151K +575 +17%
QFA
2580
Quantum Financial Advisors
California
$1.02M
APW
2581
Acima Private Wealth
Virginia
$1.02M -$3.41K -13 -0.3%
CCP
2582
Clarkston Capital Partners
Michigan
$1.02M
PHIC
2583
Pine Haven Investment Counsel
Massachusetts
$1.02M
GIM
2584
Groesbeck Investment Management
New Jersey
$1.02M -$105K -400 -9%
WCM
2585
Windsor Capital Management
Arizona
$1.02M -$27.6K -105 -3%
AA
2586
Alesco Advisors
New York
$1.02M
CFA
2587
Cahill Financial Advisors
Minnesota
$1.02M +$15K +57 +1%
EAM
2588
Empirical Asset Management
Massachusetts
$1.02M +$949K +45,578 +1,427%
PFSC
2589
Peoples Financial Services Corp
Pennsylvania
$1.01M -$23.9K -91 -2%
SLT
2590
St Louis Trust
Missouri
$1.01M
HWA
2591
Heartwood Wealth Advisors
Virginia
$1.01M +$370K +1,409 +58%
SWP
2592
Semus Wealth Partners
Florida
$1.01M -$62.7K -239 -6%
KWM
2593
Kolinsky Wealth Management
New Jersey
$1.01M +$17.3K +66 +2%
KA
2594
Klingman & Associates
New York
$1M +$26.2K +100 +3%
AWM
2595
Atticus Wealth Management
Florida
$1M -$31K -118 -3%
FAFN
2596
First Affirmative Financial Network
Colorado
$1,000K +$83.5K +318 +9%
FNC
2597
First National Corp
Massachusetts
$998K -$8.66K -33 -0.9%
WCM
2598
WealthBridge Capital Management
Ohio
$997K -$14.7K -56 -1%
ME
2599
McIlrath & Eck
Washington
$996K +$39.6K +151 +4%
AGAM
2600
Audent Global Asset Management
California
$996K -$48.8K -186 -5%