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 %
LJHT
3101
Laurie J. Hall Trustee
$466K
HCA
3102
Heck Capital Advisors
Wisconsin
$466K -$787 -3 -0.2%
MAM
3103
Mainsail Asset Management
Alabama
$466K
RFN
3104
Redwood Financial Network
Ohio
$466K +$5.51K +21 +1%
W
3105
Wealthquest
Ohio
$466K +$3.41K +13 +0.7%
CWM
3106
Chesapeake Wealth Management
Virginia
$465K -$15.7K -60 -3%
SDWMA
3107
Schneider Downs Wealth Management Advisors
Pennsylvania
$464K -$36.5K -139 -7%
SHF
3108
Stage Harbor Financial
Massachusetts
$463K -$262 -1 -0.1%
JCFM
3109
JBR Co Financial Management
Oklahoma
$463K +$47.2K +180 +11%
RWPA
3110
Richard W. Paul & Associates
Michigan
$462K -$4.73K -18 -1%
NCM
3111
Next Capital Management
New York
$460K +$22.6K +86 +5%
BDF
3112
Black Diamond Financial
Maryland
$460K +$171K +652 +59%
LAS
3113
LWM Advisory Services
Florida
$459K -$305K -1,160 -40%
MAG
3114
M3 Advisory Group
Massachusetts
$459K +$90.1K +343 +24%
MKC
3115
M. Kraus & Co
Vermont
$458K +$6.56K +25 +1%
PCI
3116
Planning Center Inc
Illinois
$457K +$18.6K +71 +4%
SM
3117
Sweeney & Michel
California
$456K -$796 -3 -0.2%
Walleye Trading
3118
Walleye Trading
New York
$455K -$536K -2,042 -54%
TSMHT
3119
Thurston Springer Miller Herd & Titak
Indiana
$454K +$454K +1,726 New
HPM
3120
Hoxton Planning & Management
West Virginia
$454K +$16.3K +62 +4%
CWA
3121
CM Wealth Advisors
Ohio
$453K -$968K -3,689 -68%
FWI
3122
Facet Wealth Inc
Maryland
$453K +$38.1K +145 +9%
FCFC
3123
First Citizens Financial Corp
Iowa
$450K -$3.68K -14 -0.8%
MFG
3124
Midwest Financial Group
Kansas
$450K +$787 +3 +0.2%
GHA
3125
Granite Harbor Advisors
Texas
$448K -$3.67K -14 -0.8%