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 %
CFD
3001
Creative Financial Designs
Indiana
$549K -$20.7K -79 -4%
RWM
3002
RKL Wealth Management
Pennsylvania
$549K +$47.5K +181 +9%
AIP
3003
ARS Investment Partners
New York
$549K
VC
3004
Veery Capital
Delaware
$544K
WC
3005
Westhampton Capital
North Carolina
$542K
CA
3006
Crumly & Associates
Illinois
$542K +$8.14K +31 +2%
LA
3007
LexAurum Advisors
Kansas
$541K -$41.7K -159 -7%
FCIM
3008
Fairview Capital Investment Management
California
$539K
HP
3009
Holistic Planning
Texas
$539K
BTWM
3010
Brass Tax Wealth Management
Ohio
$536K +$86.9K +331 +19%
VFG
3011
Victory Financial Group
Texas
$534K +$272K +1,035 +104%
CPWA
3012
Cerro Pacific Wealth Advisors
California
$533K +$533K +2,030 New
BC
3013
Belmont Capital
California
$532K +$532K +2,026 New
HWM
3014
Hemington Wealth Management
Virginia
$531K +$15.5K +59 +3%
CG
3015
Clifford Group
Massachusetts
$531K
FNWA
3016
Financial Network Wealth Advisors
Utah
$531K +$22.6K +86 +4%
CSWM
3017
Cassady Schiller Wealth Management
Ohio
$530K
SFG
3018
SNS Financial Group
Minnesota
$529K -$8.66K -33 -2%
CWC
3019
Carolinas Wealth Consulting
North Carolina
$526K -$83.7K -319 -14%
SC
3020
Shay Capital
New York
$525K -$459K -1,750 -47%
ETIA
3021
Epic Trust Investment Advisors
Washington
$525K -$13.9K -53 -3%
BFS
3022
Burr Financial Services
California
$524K -$63.5K -242 -11%
TVAMP
3023
Tennessee Valley Asset Management Partners
Tennessee
$522K +$525 +2 +0.1%
CMI
3024
Clare Market Investments
Texas
$522K +$46.7K +178 +10%
RTC
3025
Riverview Trust Company
Washington
$521K -$8.92K -34 -2%