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 %
CCG
3076
Coastwise Capital Group
California
$479K +$525 +2 +0.1%
SWM
3077
StoneCrest Wealth Management
Arizona
$478K -$2.63K -10 -0.5%
FM
3078
Freemont Management
Switzerland
$478K -$2.39M -9,100 -83%
JJBC
3079
James J. Burns & Company
New York
$477K +$477K +1,820 New
FA
3080
Financial Alternatives
California
$477K +$8.92K +34 +2%
PCS
3081
Private Client Services
Kentucky
$476K +$38.1K +145 +9%
BIA
3082
Biondo Investment Advisors
Pennsylvania
$476K
MA
3083
MKT Advisors
California
$475K
CWA
3084
Canvas Wealth Advisors
Kansas
$475K -$67.6K -257 -12%
PPW
3085
Parcion Private Wealth
Washington
$475K -$4.72K -18 -1%
LF
3086
Lantz Financial
Illinois
$475K -$2.1K -8 -0.4%
RB
3087
Rodgers Brothers
Pennsylvania
$474K -$13.1K -50 -3%
PA
3088
Probity Advisors
Texas
$474K -$787 -3 -0.2%
IWS
3089
Insight Wealth Strategies
California
$474K +$8.14K +31 +2%
IA
3090
Insight Advisors
Pennsylvania
$473K +$4.46K +17 +1%
EFI
3091
EHP Funds Inc
Canada
$472K
PCM
3092
PAR Capital Management
Massachusetts
$472K +$472K +1,800 New
CHA
3093
Carmichael Hill & Associates
Maryland
$472K +$262 +1 +0.1%
OPPS
3094
Obsidian Personal Planning Solutions
Maryland
$471K -$63.3K -241 -12%
CPA
3095
Clear Point Advisors
New York
$471K +$1.05K +4 +0.2%
RAS
3096
RPS Advisory Solutions
Kentucky
$471K +$471K +1,794 New
NCTC
3097
New Covenant Trust Company
Indiana
$470K -$12.5K -47 -3%
USWIA
3098
UP Strategic Wealth Investment Advisors
Pennsylvania
$470K +$23.4K +89 +5%
GHAM
3099
Gilman Hill Asset Management
Connecticut
$467K +$26.8K +102 +6%
EA
3100
Emerald Advisors
Washington
$466K +$3.68K +14 +0.8%