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 %
PCMF
2926
Private Capital Management (Florida)
Florida
$623K +$787 +3 +0.1%
SC
2927
Sierra Capital
Florida
$622K
CWM
2928
Cahaba Wealth Management
Georgia
$621K -$11.3K -43 -2%
FCA
2929
Fortis Capital Advisors
Kansas
$619K -$17.6K -67 -3%
TCM
2930
Towercrest Capital Management
Pennsylvania
$618K -$18.6K -71 -3%
FCA
2931
FinTrust Capital Advisors
South Carolina
$617K +$31.2K +119 +5%
RW
2932
Rede Wealth
Virginia
$617K -$2.63K -10 -0.4%
WAM
2933
Winslow Asset Management
Ohio
$617K
LOAMU
2934
Lombard Odier Asset Management (USA)
New York
$617K -$1.05M -4,000 -63%
TCM
2935
Tandem Capital Management
New Jersey
$616K
OTL
2936
Oak Thistle LLC
New York
$616K +$362K +1,380 +143%
KL
2937
KilterHowling LLC
Colorado
$616K +$13.7K +52 +2%
SPWG
2938
Sage Private Wealth Group
Illinois
$615K +$17.3K +66 +3%
OWA
2939
ORBA Wealth Advisors
Illinois
$614K +$163K +622 +36%
RCM
2940
Requisite Capital Management
Texas
$613K -$172K -656 -22%
OWM
2941
OneAscent Wealth Management
Alabama
$609K -$12.1K -46 -2%
GCA
2942
Guardian Capital Advisors
Ontario, Canada
$609K -$103K -390 -14%
EIG
2943
Ellenbecker Investment Group
Wisconsin
$605K +$92.7K +353 +18%
BAM
2944
Bellevue Asset Management
Washington
$605K -$263 -1 -0%
BAM
2945
Bosun Asset Management
Illinois
$604K -$627K -2,390 -51%
GA
2946
Goldstein Advisors
Wisconsin
$604K +$262 +1 +0%
TRIA
2947
Trail Ridge Investment Advisors
Colorado
$603K +$47K +179 +8%
EW
2948
Element Wealth
Mississippi
$602K +$44.9K +171 +8%
SFWA
2949
Summit Financial Wealth Advisors
Louisiana
$601K +$10.5K +40 +2%
CPW
2950
Crestmont Private Wealth
Texas
$600K +$90K +343 +18%