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 %
CFSG
2776
Clark Financial Services Group
Missouri
$789K +$14.7K +56 +2%
SWM
2777
Stockman Wealth Management
Montana
$789K +$183K +698 +30%
PBCM
2778
Point Break Capital Management
Florida
$787K +$787K +3,000 New
ACM
2779
Absolute Capital Management
Pennsylvania
$783K +$403K +1,535 +106%
JFA
2780
JNBA Financial Advisors
Minnesota
$783K -$115K -437 -13%
CSPAM
2781
Cary Street Partners Asset Management
Virginia
$781K +$270K +1,028 +53%
VWM
2782
Vivid Wealth Management
Iowa
$779K -$3.08M -11,752 -80%
TPW
2783
Transatlantique Private Wealth
New York
$778K -$16.9K -66 -2%
RLIM
2784
Red Lighthouse Investment Management
New York
$778K +$262 +1 +0%
WA
2785
Waddell & Associates
Tennessee
$777K -$1.05K -4 -0.1%
PG
2786
Prostatis Group
Maryland
$776K -$89.5K -341 -10%
WA
2787
Wealth Architects
California
$775K -$63K -240 -8%
SC
2788
Saiph Capital
New Jersey
$775K +$22.8K +87 +3%
RFA
2789
Rollins Financial Advisors
New York
$771K
WMA
2790
West Michigan Advisors
Michigan
$769K -$87.7K -334 -10%
LI
2791
LVZ Inc
Michigan
$768K +$1.05K +4 +0.1%
LIA
2792
LBMC Investment Advisors
Tennessee
$768K
BBW
2793
Blue Barn Wealth
Utah
$767K +$38.8K +148 +5%
PCH
2794
PGIM Custom Harvest
New Jersey
$764K +$196K +747 +35%
CAM
2795
Campion Asset Management
Virginia
$763K
ACM
2796
Arcataur Capital Management
Wisconsin
$763K -$2.63K -10 -0.3%
HTIM
2797
Harbour Trust & Investment Management
Indiana
$761K +$23.9K +91 +3%
FAG
2798
Fortitude Advisory Group
Washington
$761K +$1.58K +6 +0.2%
NP
2799
Ninepoint Partners
Ontario, Canada
$761K
SFS
2800
Sharp Financial Services
Pennsylvania
$761K +$36.2K +138 +5%