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 %
AA
2876
Apriem Advisors
California
$665K +$2.1K +8 +0.3%
NA
2877
Nottingham Advisors
New York
$663K +$420K +1,600 +173%
ACP
2878
Aveo Capital Partners
Colorado
$662K -$223K -851 -25%
TW
2879
Traveka Wealth
California
$662K +$18.1K +69 +3%
SIA
2880
Soltis Investment Advisors
Utah
$662K -$2.98M -11,358 -82%
CRIG
2881
Charter Research & Investment Group
Connecticut
$661K
SCM
2882
Steele Capital Management
Iowa
$661K +$37.8K +144 +6%
MAC
2883
Mason & Associates (California)
California
$660K +$47K +179 +8%
PWA
2884
Primoris Wealth Advisors
Florida
$660K -$21.8K -83 -3%
CNFG
2885
Creegan & Nassoura Financial Group
New Hampshire
$659K
IAP
2886
Indie Asset Partners
Indiana
$658K -$85K -324 -11%
EAM
2887
Evanson Asset Management
California
$658K +$5.78K +22 +0.9%
LFA
2888
Laraway Financial Advisors
Minnesota
$656K
JE
2889
JMAC Enterprises
Pennsylvania
$656K +$27.8K +106 +4%
HWP
2890
Heritage Wealth Partners
Ohio
$656K +$656K +2,497 New
Members Trust
2891
Members Trust
Florida
$655K +$454K +1,728 +225%
DPI
2892
Diversified Portfolios Inc
Michigan
$654K -$47.3K -180 -7%
GC
2893
Garde Capital
Washington
$653K +$262 +1 +0%
LOIM
2894
Liberty One Investment Management
Illinois
$652K -$36.8K -140 -5%
SGCA
2895
Steel Grove Capital Advisors
Tennessee
$651K -$212K -807 -25%
IWP
2896
Invenio Wealth Partners
Florida
$649K -$139K -530 -18%
HWA
2897
HHM Wealth Advisors
Tennessee
$648K +$189K +720 +41%
GF
2898
Gries Financial
Ohio
$648K +$9.71K +37 +2%
DA
2899
Detalus Advisors
Missouri
$646K -$6.04K -23 -0.9%
GSIAS
2900
Garden State Investment Advisory Services
New Jersey
$646K +$8.42K +32 +1%