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 %
GCM
2951
Gator Capital Management
Florida
$600K
PHWM
2952
Pine Harbor Wealth Management
Maryland
$600K +$262 +1 +0%
ZF
2953
Zega Financial
Florida
$599K -$785K -2,990 -57%
CFS
2954
Commonwealth Financial Services
West Virginia
$598K -$36.2K -136 -6%
GSIS
2955
Global Strategic Investment Solutions
Arizona
$598K -$48.8K -186 -8%
ACM
2956
Andina Capital Management
Utah
$596K +$56.2K +214 +10%
UL
2957
Unionview LLC
Washington
$594K -$6.82K -26 -1%
DA
2958
Drake & Associates
Wisconsin
$594K -$30.5K -116 -5%
MAG
2959
MRA Advisory Group
New Jersey
$591K -$877K -3,341 -60%
MPCG
2960
Matrix Private Capital Group
New York
$589K +$13.1K +50 +2%
WSWA
2961
Warren Street Wealth Advisors
California
$588K +$38.8K +148 +7%
CSB
2962
City State Bank
Iowa
$584K +$3.68K +14 +0.6%
AR
2963
Apeiron RIA
Texas
$584K +$260K +989 +80%
CWM
2964
Cedar Wealth Management
California
$583K +$2.63K +10 +0.5%
SIM
2965
SSI Investment Management
California
$581K -$262 -1 -0%
RPGK
2966
Retirement Planning Group (Kansas)
Kansas
$579K +$370K +1,408 +176%
APWA
2967
Atlas Private Wealth Advisors
New Jersey
$579K +$290K +1,103 +100%
Aristotle Capital Management
2968
Aristotle Capital Management
California
$577K
BA
2969
Birinyi Associates
Connecticut
$577K
C
2970
CEDRUS
Colorado
$577K -$1.58K -6 -0.3%
RA
2971
Ruggaard & Associates
Ohio
$577K +$10.5K +40 +2%
CFO
2972
Collective Family Office
Pennsylvania
$577K -$8.14K -31 -1%
KLCM
2973
KG&L Capital Management
Louisiana
$574K +$188K +717 +49%
YLHM
2974
Yelin Lapidot Holdings Management
Israel
$574K
NVIM
2975
New Vernon Investment Management
Illinois
$572K