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 %
CPA
2826
Court Place Advisors
Maryland
$730K
RWI
2827
Red Wave Investments
Pennsylvania
$729K
IPAM
2828
Investment Partners Asset Management
New Jersey
$726K +$9.19K +35 +1%
TFIPS
2829
Towarzystwo Funduszy Inwestycyjnych PZU SA
$725K +$18.4K +70 +3%
BI
2830
Ballast Inc
Kentucky
$725K +$725K +2,761 New
NERM
2831
New England Research & Management
Illinois
$722K +$722K +2,752 New
HWMO
2832
Heritage Wealth Management (Ohio)
Ohio
$721K +$721K +2,665 New
MTIC
2833
Missouri Trust & Investment Company
Missouri
$720K -$7.87K -30 -1%
BWG
2834
Berry Wealth Group
Texas
$720K +$68.2K +260 +10%
AFA
2835
Arlington Financial Advisors
California
$718K
ALC
2836
Alexander Labrunerie & Co
Missouri
$717K
ERWM
2837
Elk River Wealth Management
Colorado
$717K
AWS
2838
Aspen Wealth Strategies
Colorado
$715K -$45.8K -168 -6%
SWM
2839
Scissortail Wealth Management
Oklahoma
$714K +$78.2K +298 +12%
RP
2840
Rice Partnership
Hawaii
$714K -$22.8K -87 -3%
SL
2841
Sentinus LLC
Illinois
$713K +$25.5K +97 +4%
HHRDM
2842
H&H Retirement Design & Management
Nevada
$713K -$31.1K -116 -4%
DAM
2843
Draper Asset Management
New York
$706K +$118K +451 +20%
BL
2844
Balentine LLC
Georgia
$705K -$10.9M -41,653 -94%
PC
2845
Permit Capital
Pennsylvania
$705K
IIC
2846
Integrated Investment Consultants
Michigan
$702K
MCC
2847
Money Concepts Capital
Florida
$701K -$26.8K -102 -4%
VWM
2848
Valley Wealth Managers
New Jersey
$698K +$187K +712 +37%
BOPW
2849
Brandywine Oak Private Wealth
Pennsylvania
$697K -$32.5K -124 -4%
MPW
2850
MGO Private Wealth
California
$694K