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 %
CIAS
2726
CFS Investment Advisory Services
New Jersey
$851K +$13.4K +51 +2%
OFW
2727
Omnia Family Wealth
Florida
$850K +$209K +796 +33%
PWM
2728
PBMares Wealth Management
Virginia
$849K +$8.4K +32 +1%
FC
2729
FCA Corp
Texas
$849K -$12.6K -48 -1%
KCM
2730
KRS Capital Management
Michigan
$849K +$2.63K +10 +0.3%
LF
2731
Lee Financial
Texas
$846K -$61.7K -235 -7%
RW
2732
REDW Wealth
New Mexico
$846K -$19.7K -75 -2%
WTB
2733
Washington Trust Bank
Washington
$845K -$17.3K -66 -2%
JWM
2734
JGP Wealth Management
Oregon
$844K -$5.51K -21 -0.6%
MC
2735
McMorgan & Co
California
$842K -$160K -610 -16%
MAM
2736
McCarthy Asset Management
California
$841K +$14.7K +56 +2%
KA
2737
Kearns & Associates
California
$840K
BCG
2738
Breakwater Capital Group
New Jersey
$837K +$21.5K +82 +3%
OFG
2739
Omega Financial Group
California
$835K -$10.2K -39 -1%
HCM
2740
Hutchinson Capital Management
California
$835K +$2.1K +8 +0.3%
DA
2741
Dover Advisors
Virginia
$833K +$194K +740 +30%
TC
2742
Trilogy Capital
California
$833K +$212K +809 +34%
PCWA
2743
Pacific Capital Wealth Advisors
California
$832K +$86.1K +328 +12%
SP
2744
Sequent Planning
Nebraska
$831K -$52.6K -200 -6%
BBNA
2745
Bremer Bank National Association
Minnesota
$830K -$409K -1,557 -33%
FH
2746
FWG Holdings
Florida
$830K +$132K +500 +19%
BB
2747
Burford Brothers
Texas
$829K
DMBA
2748
Deseret Mutual Benefit Administrators
Utah
$828K +$32.3K +123 +4%
MIM
2749
Manitou Investment Management
Ontario, Canada
$826K -$178K -679 -18%
TWM
2750
TMD Wealth Management
Arizona
$823K +$787 +3 +0.1%