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 %
SCM
2851
SOL Capital Management
Maryland
$690K +$178K +680 +35%
4WM
2852
49 Wealth Management
Texas
$689K +$404K +1,533 +141%
TWM
2853
Trueblood Wealth Management
Ohio
$688K +$1.31K +5 +0.2%
RWM
2854
Revisor Wealth Management
Ohio
$688K -$391K -1,491 -36%
TFA
2855
Tranquilli Financial Advisor
New Jersey
$688K -$16.3K -62 -2%
PVM
2856
Palogic Value Management
Texas
$687K
MSG
2857
Main Street Group
Virginia
$685K -$44.4K -169 -6%
WFM
2858
Wolff Financial Management
Michigan
$683K +$262 +1 +0%
CPL
2859
CAP Partners LLC
Tennessee
$682K +$4.46K +17 +0.7%
NWWA
2860
New Wave Wealth Advisors
Arkansas
$681K +$681K +2,596 New
SCA
2861
St. Clair Advisors
Ohio
$678K
CIP
2862
Convergence Investment Partners
Florida
$676K -$12.1K -46 -2%
HCM
2863
Hengehold Capital Management
Ohio
$675K +$36K +137 +6%
PWM
2864
Proathlete Wealth Management
Florida
$675K
AA
2865
Addison Advisors
Vermont
$674K +$13.9K +53 +2%
WAOI
2866
Wealth Advisors of Iowa
Iowa
$674K -$4.72K -18 -0.7%
BFC
2867
Bedel Financial Consulting
Indiana
$671K -$5.51K -21 -0.8%
BW
2868
BIP Wealth
Georgia
$670K -$50.9K -194 -7%
DSN
2869
D. Scott Neal
Kentucky
$669K
CAG
2870
Curtis Advisory Group
California
$669K
NA
2871
Navellier & Associates
Nevada
$669K
VV
2872
Verity & Verity
South Carolina
$668K -$73.8K -281 -10%
MAM
2873
Marotta Asset Management
Virginia
$667K +$7.63K +29 +1%
LA
2874
Lane & Associates
New Jersey
$667K +$262 +1 +0%
MW
2875
Members Wealth
Pennsylvania
$666K +$666K +1,880 New