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 %
CAL
2626
Capital Advisors Ltd
Ohio
$965K +$7.87K +30 +0.8%
BHBT
2627
Burke & Herbert Bank & Trust
Virginia
$964K +$731K +2,786 +314%
WCM
2628
Wallace Capital Management
Texas
$963K
QPW
2629
Quantum Private Wealth
Florida
$963K
BCM
2630
Brown Capital Management
Maryland
$961K -$1.58K -6 -0.2%
KA
2631
KLCM Advisors
Wisconsin
$958K -$32.5K -124 -3%
TBWA
2632
Three Bridge Wealth Advisors
California
$956K -$151K -576 -14%
WF
2633
WoodTrust Financial
Wisconsin
$955K -$12.1K -46 -1%
RHAM
2634
Round Hill Asset Management
California
$954K -$26.2K -100 -3%
DWM
2635
Dogwood Wealth Management
Kansas
$954K +$132K +503 +16%
MAM
2636
McLean Asset Management
Virginia
$954K -$18.7K -71 -2%
EA
2637
Everpar Advisors
Oklahoma
$954K +$394K +1,501 +70%
KA
2638
Kozak & Associates
Colorado
$954K -$220K -819 -19%
EA
2639
Emerald Advisers
Pennsylvania
$953K -$62.5K -238 -6%
DPIM
2640
Duff & Phelps Investment Management
Illinois
$952K -$3.87M -14,733 -80%
EWA
2641
Encompass Wealth Advisors
Oregon
$951K +$13.9K +53 +1%
SCP
2642
Stamos Capital Partners
California
$950K +$950K +3,620 New
WMA
2643
Wealth Management Associates
New Jersey
$949K
GAM
2644
Gould Asset Management
California
$949K +$22.8K +87 +2%
MCA
2645
Magnolia Capital Advisors
Mississippi
$946K -$850K -3,239 -47%
BL
2646
BFSG LLC
California
$944K +$14.4K +55 +2%
GIP
2647
Greatmark Investment Partners
Georgia
$943K -$2.36K -9 -0.2%
HG
2648
Harbor Group
New Hampshire
$939K
WFAG
2649
Worth Financial Advisory Group
North Carolina
$935K -$98.2K -374 -10%
AWA
2650
Alta Wealth Advisors
Massachusetts
$935K -$15.5K -59 -2%