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 %
NWA
2751
New World Advisors
Massachusetts
$821K -$787 -3 -0.1%
MCM
2752
Morton Capital Management
California
$820K -$525 -2 -0.1%
SIG
2753
Sargent Investment Group
Maryland
$819K +$312K +1,190 +62%
LIA
2754
Lynx Investment Advisory
District of Columbia
$817K +$817K +3,114 New
LA
2755
Latitude Advisors
Florida
$816K +$8.4K +32 +1%
WPW
2756
Warther Private Wealth
Ohio
$815K +$488K +1,860 +149%
LRIA
2757
Leonard Rickey Investment Advisors
Washington
$815K +$68K +259 +9%
SB
2758
Sunflower Bank
Texas
$814K +$11K +42 +1%
NC
2759
nVerses Capital
Florida
$814K +$814K +3,100 New
AFG
2760
Allegheny Financial Group
Pennsylvania
$812K +$90K +343 +12%
NPT
2761
Nixon Peabody Trust
Massachusetts
$812K -$73.2K -279 -8%
HA
2762
Hamel Associates
New Jersey
$811K +$10.8K +41 +1%
VC
2763
Veracity Capital
Georgia
$807K -$289K -1,102 -26%
CHP
2764
Cable Hill Partners
Oregon
$807K +$807K +3,075 New
KFA
2765
Kapstone Financial Advisors
Ohio
$807K -$7.88K -30 -1%
OW
2766
Olistico Wealth
Oklahoma
$803K
VEA
2767
Virtus ETF Advisers
New York
$801K +$68.2K +260 +9%
FPB
2768
First PREMIER Bank
South Dakota
$797K +$65.6K +250 +9%
SWM
2769
Salvus Wealth Management
New Jersey
$797K +$78.5K +299 +11%
PEA
2770
Park Edge Advisors
Ohio
$796K +$96.3K +367 +14%
NFA
2771
Northwest Financial Advisors
Virginia
$792K +$6.82K +26 +0.9%
MWA
2772
Monograph Wealth Advisors
California
$791K
WPA
2773
West Paces Advisors
Georgia
$790K
DA
2774
DCM Advisors
New York
$789K -$374K -1,425 -32%
MSCM
2775
McElhenny Sheffield Capital Management
Texas
$789K +$198K +750 +33%