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 %
FZCM
2701
Flynn Zito Capital Management
New York
$881K +$9.19K +35 +1%
CWS
2702
Cypress Wealth Services
California
$880K +$47K +179 +6%
CPA
2703
Cardiff Park Advisors
California
$880K +$5.77K +22 +0.7%
MC
2704
Maren Capital
Illinois
$880K
CFO
2705
Callan Family Office
Pennsylvania
$880K +$230K +878 +36%
RWS
2706
Resolute Wealth Strategies
Mississippi
$878K +$525 +2 +0.1%
FCG
2707
Fielder Capital Group
Tennessee
$873K -$1.58K -6 -0.2%
PFG
2708
PAX Financial Group
Texas
$872K +$40.7K +155 +5%
AA
2709
Axiom Advisory
California
$871K +$871K +3,178 New
ESBC
2710
E.S. Barr & Co
Kentucky
$870K -$1.05K -4 -0.1%
MCM
2711
Mendel Capital Management
Arkansas
$869K -$17.8K -68 -2%
NLP
2712
Next Level Private
New York
$867K +$13.1K +50 +2%
CFM
2713
Catalyst Funds Management
Australia
$866K -$709K -2,700 -45%
SI
2714
Seeds Investor
New York
$864K -$55.1K -210 -6%
CD
2715
Chapin Davis
Maryland
$861K +$262 +1 +0%
MIM
2716
MTM Investment Management
South Carolina
$860K +$4.46K +17 +0.5%
BWM
2717
Baron Wealth Management
Michigan
$860K -$19.7K -75 -2%
AFG
2718
ABLE Financial Group
Arizona
$858K -$66.4K -253 -7%
BWA
2719
Blodgett Wealth Advisors
California
$857K -$138K -525 -14%
IWA
2720
Inspirion Wealth Advisors
Illinois
$856K
NEWAS
2721
N.E.W. Advisory Services
Wisconsin
$855K -$3.15K -12 -0.4%
ML
2722
McAdam LLC
Pennsylvania
$853K +$89.8K +342 +12%
LAI
2723
Legal Advantage Investments
California
$853K
FA
2724
Fermata Advisors
California
$852K +$3.15K +12 +0.4%
GBWM
2725
Granite Bay Wealth Management
New Hampshire
$852K +$405K +1,545 +91%