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 %
PIAS
3026
PCA Investment Advisory Services
Ohio
$520K +$525 +2 +0.1%
PSCM
3027
Per Stirling Capital Management
Texas
$519K +$262 +1 +0.1%
KFI
3028
Key Financial Inc
Pennsylvania
$519K +$4.2K +16 +0.8%
HC
3029
Hamilton Capital
Ohio
$519K -$146K -558 -22%
NFG
3030
Nadler Financial Group
Illinois
$518K
AO
3031
Allen Operations
New York
$516K
LCM
3032
LVM Capital Management
Michigan
$516K -$15.2K -58 -3%
LWANC
3033
Laurel Wealth Advisors (North Carolina)
North Carolina
$515K
CPRC
3034
Consolidated Portfolio Review Corp
New York
$514K -$953K -3,631 -65%
EBA
3035
Eagle Bay Advisors
New York
$512K -$78.5K -299 -13%
OIM
3036
Oder Investment Management
California
$511K
VCM
3037
Verde Capital Management
Michigan
$511K +$157K +600 +45%
JDR
3038
Jay D. Rosenbaum
$510K +$21K +80 +4%
SI
3039
Saxon Interests
Texas
$509K +$2.62K +10 +0.5%
BIP
3040
Blue Investment Partners
California
$508K
MCM
3041
Monarch Capital Management
Indiana
$507K
WOC
3042
West Oak Capital
California
$507K
DWA
3043
Dougherty Wealth Advisers
Minnesota
$506K +$14.7K +56 +3%
RWA
3044
Redhawk Wealth Advisors
Minnesota
$504K -$107K -409 -18%
HZ
3045
Hixon Zuercher
Ohio
$504K
FSA
3046
Franklin Street Advisors
North Carolina
$503K -$146K -554 -22%
NC
3047
Napatree Capital
Rhode Island
$500K +$144K +549 +41%
WF
3048
Wayfinding Financial
Washington
$499K -$1.31K -5 -0.3%
YWS
3049
Yarger Wealth Strategies
Ohio
$499K +$31.8K +121 +7%
DB
3050
Dravo Bay
Delaware
$499K -$16.8K -64 -3%