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 %
BAM
2676
Blueshift Asset Management
New Jersey
$907K +$213K +812 +31%
EFA
2677
Evernest Financial Advisors
Indiana
$907K +$2.1K +8 +0.2%
FOA
2678
Five Oceans Advisors
California
$905K -$6.04K -23 -0.7%
OPWM
2679
Oakwell Private Wealth Management
Texas
$904K +$122K +464 +16%
RP
2680
Riverwater Partners
Wisconsin
$902K +$13.1K +50 +1%
VCM
2681
Versant Capital Management
Arizona
$901K +$117K +447 +15%
MAWA
2682
Moss Adams Wealth Advisors
Washington
$901K +$197K +751 +28%
IAS
2683
Investment Advisory Services
Texas
$897K -$36.5K -139 -4%
MSA
2684
Marino Stram & Associates
Massachusetts
$897K +$8.4K +32 +0.9%
SRC
2685
Sage Rhino Capital
California
$896K +$7.88K +30 +0.9%
PWP
2686
Phillips Wealth Planners
Mississippi
$896K +$31.3K +119 +4%
HI
2687
Harper Investing
California
$895K +$527K +2,008 +143%
FFA
2688
Fi3 Financial Advisors
Indiana
$894K -$4.73K -18 -0.5%
WFA
2689
Wellspring Financial Advisors
Ohio
$894K +$65.6K +250 +8%
CWG
2690
Crown Wealth Group
North Carolina
$893K -$10.2K -39 -1%
3IP
2691
3Chopt Investment Partners
Virginia
$893K +$893K +3,403 New
PCM
2692
Pointe Capital Management
Michigan
$892K -$36K -137 -4%
HKIMG
2693
Hutchens & Kramer Investment Management Group
Indiana
$892K -$3.16K -12 -0.4%
MS
2694
Madden Securities
Texas
$891K
KWS
2695
Keystone Wealth Services
California
$889K -$44.4K -169 -5%
CWP
2696
Curated Wealth Partners
California
$889K +$889K +3,387 New
BFWA
2697
Benchmark Financial Wealth Advisors
Florida
$887K -$30.4K -116 -3%
AFGAS
2698
Allegiance Financial Group Advisory Services
Virginia
$885K -$88.5K -337 -9%
HWM
2699
Howard Wealth Management
Connecticut
$883K -$15.5K -59 -2%
WI
2700
WBI Investments
New Jersey
$882K +$882K +3,362 New