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 %
CWM
2601
Castle Wealth Management
Florida
$995K +$42.3K +161 +4%
APC
2602
Aspire Private Capital
North Carolina
$994K +$33.6K +128 +3%
SWM
2603
Shelton Wealth Management
Texas
$991K +$163K +622 +20%
WAM
2604
WealthTrust Asset Management
Florida
$990K -$10.5K -40 -1%
WH
2605
Willner & Heller
California
$990K +$17.6K +67 +2%
FA
2606
FDx Advisors
Illinois
$990K -$6.04M -22,995 -86%
FCB
2607
First County Bank
Connecticut
$988K -$182K -693 -16%
WE
2608
Wealth Effects
Massachusetts
$987K -$309K -1,179 -24%
GAM
2609
GEM Asset Management
Michigan
$985K
SCP
2610
Sivia Capital Partners
California
$984K +$27K +103 +3%
T
2611
TOBAM
France
$983K -$154K -586 -14%
SFB
2612
STAR Financial Bank
Indiana
$982K -$150K -571 -13%
MM
2613
MQS Management
New York
$980K +$980K +3,735 New
CTFG
2614
Capstone Triton Financial Group
Oklahoma
$980K +$131K +500 +15%
GC
2615
Guardian Capital
Ontario, Canada
$977K +$271K +1,033 +38%
WI
2616
Wedgewood Investors
Pennsylvania
$975K +$975K +3,715 New
TCM
2617
Tufton Capital Management
Maryland
$975K -$787 -3 -0.1%
DCM
2618
Dimension Capital Management
Florida
$974K +$154K +587 +19%
FIB
2619
First Interstate Bank
Montana
$973K -$9.97K -38 -1%
OPA
2620
Old Port Advisors
Maine
$972K +$16.8K +64 +2%
AWA
2621
Aletheian Wealth Advisors
Washington
$972K +$64K +244 +7%
CWA
2622
CJM Wealth Advisers
Virginia
$970K -$48.7K -185 -5%
MTWM
2623
Masso Torrence Wealth Management
New Jersey
$968K +$25.7K +98 +3%
ACA
2624
Affinity Capital Advisors
California
$968K
VIP
2625
Vista Investment Partners
Oklahoma
$967K +$1.58K +6 +0.2%