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 %
IAG
2901
Investmark Advisory Group
Connecticut
$645K +$67.7K +258 +12%
GP
2902
Geneva Partners
Wisconsin
$645K -$21.3K -81 -3%
SCA
2903
Sage Capital Advisors
South Dakota
$645K -$3.67M -14,002 -85%
QC
2904
QCM Cayman
Texas
$644K +$644K +2,452 New
MWA
2905
Moser Wealth Advisors
Washington
$643K
HTHT
2906
Hemenway Trust Hemenway Trust
New Hampshire
$643K -$85K -324 -12%
WDL
2907
Well Done LLC
Michigan
$642K -$92.7K -353 -13%
WCM
2908
Wedge Capital Management
North Carolina
$642K -$62.2K -237 -9%
MI
2909
Motiv8 Investments
Florida
$641K +$64.6K +246 +11%
AAM
2910
Augustine Asset Management
Florida
$640K +$2.36K +9 +0.4%
BWM
2911
BlackDiamond Wealth Management
New York
$640K +$24.4K +94 +4%
CC
2912
Callan Capital
California
$640K +$54.9K +209 +9%
WFMPM
2913
Woodley Farra Manion Portfolio Management
Indiana
$638K -$197K -750 -24%
SFG
2914
Sunburst Financial Group
Alabama
$638K +$49.4K +188 +8%
RCM
2915
Raleigh Capital Management
North Carolina
$638K +$4.2K +16 +0.7%
SPW
2916
Sonoma Private Wealth
California
$637K -$21.5K -82 -3%
MS
2917
Mizuho Securities
Japan
$635K +$585K +2,230 +1,174%
VAF
2918
Values Added Financial
District of Columbia
$635K +$17.6K +67 +3%
TC
2919
TAGStone Capital
North Carolina
$634K +$12.6K +48 +2%
GCA
2920
Gradient Capital Advisors
California
$631K
TFA
2921
Tobias Financial Advisors
Florida
$631K +$41.2K +157 +7%
GWA
2922
GGM Wealth Advisors
Maryland
$627K -$244K -931 -28%
AWM
2923
Act Wealth Management
Texas
$626K -$53.8K -205 -8%
LPAM
2924
Lodestar Private Asset Management
California
$625K -$7.09K -27 -1%
AA
2925
AlphaQ Advisors
Florida
$625K -$520K -1,981 -45%