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 %
SIM
3051
Studio Investment Management
Illinois
$497K +$7.35K +28 +2%
SLG
3052
Stanley-Laman Group
Pennsylvania
$496K +$174K +662 +54%
FSI
3053
Flow State Investments
Illinois
$494K -$501K -1,910 -50%
HI
3054
Hudock Inc
Pennsylvania
$494K
CCWM
3055
Correct Capital Wealth Management
Missouri
$493K
NIC
3056
Northwest Investment Counselors
Oregon
$491K +$106K +404 +28%
GAM
3057
Garrison Asset Management
Arkansas
$491K
FWM
3058
Finer Wealth Management
Massachusetts
$490K -$130K -495 -21%
FCM
3059
Family Capital Management
Michigan
$490K +$23.1K +88 +5%
VAM
3060
Verity Asset Management
North Carolina
$490K +$262 +1 +0.1%
TI
3061
Truepoint Inc
Ohio
$489K
G
3062
GenTrust
Florida
$489K +$192K +731 +65%
SAM
3063
Smithbridge Asset Management
Pennsylvania
$489K -$44.1K -168 -8%
GPW
3064
Gentry Private Wealth
Kansas
$488K +$488K +1,859 New
JWM
3065
Jeppson Wealth Management
California
$487K
SFA
3066
Source Financial Advisors
New York
$486K +$5.51K +21 +1%
MIG
3067
McGuire Investment Group
Rhode Island
$486K
EC
3068
EdgeRock Capital
Colorado
$485K +$84.5K +322 +21%
RPCA
3069
Running Point Capital Advisors
California
$483K -$6.56K -25 -1%
RIP
3070
RAM Investment Partners
Washington
$483K -$101K -383 -17%
CIG
3071
Cairn Investment Group
Washington
$482K -$37K -141 -7%
MMHP
3072
Murphy Middleton Hinkle & Parker
Georgia
$482K -$59.3K -226 -11%
PAG
3073
Paladin Advisory Group
Iowa
$481K
HFP
3074
Holistic Financial Partners
Indiana
$481K -$38.8K -148 -7%
TWA
3075
Talisman Wealth Advisors
New Jersey
$480K +$40.7K +155 +9%