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 %
JWA
2976
JFS Wealth Advisors
Pennsylvania
$571K -$33.1K -126 -5%
TCG
2977
Transcendent Capital Group
Oklahoma
$571K -$137K -522 -19%
EL
2978
EWA LLC
Pennsylvania
$570K +$47.4K +179 +9%
LAM
2979
Lewis Asset Management
California
$570K -$7.61K -29 -1%
C1AG
2980
Client 1st Advisory Group
Florida
$570K +$39.9K +152 +8%
VFPW
2981
Vantage Financial Partners (Wisconsin)
Wisconsin
$568K +$568K +2,165 New
AFAS
2982
Acorn Financial Advisory Services
Virginia
$568K +$47.8K +182 +9%
SFC
2983
Strategic Financial Concepts
Texas
$568K +$563K +399,775 +11,136%
SGAM
2984
Smith Group Asset Management
Texas
$568K -$6.21M -23,644 -92%
PWA
2985
Physician Wealth Advisors
Utah
$564K -$38.2K -142 -6%
IIA
2986
Integral Investment Advisors
California
$564K +$48K +180 +9%
JSAM
2987
J. Safra Asset Management
New York
$562K +$240K +914 +74%
AWA
2988
Amplius Wealth Advisors
Pennsylvania
$562K -$22K -84 -4%
LWM
2989
Laidlaw Wealth Management
New York
$561K -$75.3K -287 -12%
AWAG
2990
ARS Wealth Advisors Group
Florida
$560K -$38.1K -145 -6%
LC
2991
Lincoln Capital
Nebraska
$559K
FCM
2992
Fourpath Capital Management
Oklahoma
$557K -$6.04K -23 -1%
CBT
2993
CoreFirst Bank & Trust
Kansas
$555K
DDPIC
2994
Deroy & Devereaux Private Investment Counsel
Michigan
$555K -$131K -500 -19%
SAS
2995
Stelac Advisory Services
New York
$555K -$12.6K -48 -2%
QCIG
2996
Quad-Cities Investment Group
Iowa
$553K -$4.46K -17 -0.8%
FWM
2997
FFT Wealth Management
Pennsylvania
$552K +$204K +779 +59%
NCG
2998
Newport Capital Group
New Jersey
$551K +$551K +2,101 New
PWP
2999
Pursue Wealth Partners
California
$551K -$73.2K -279 -12%
WAM
3000
WFA Asset Management
Wisconsin
$550K -$44.4K -169 -7%