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 %
DP
3126
Divergent Planning
Maryland
$448K
TCWM
3127
Total Clarity Wealth Management
Illinois
$448K -$11K -42 -2%
APM
3128
Advanced Portfolio Management
New York
$447K
MMH
3129
Menora Mivtachim Holdings
Israel
$446K
AI
3130
AdvisorShares Investments
Maryland
$446K +$18.4K +70 +4%
JEST
3131
JTC Employer Solutions Trustee
Jersey
$446K
CIM
3132
Contravisory Investment Management
Massachusetts
$445K +$11K +42 +3%
BPFA
3133
Barnes Pettey Financial Advisors
Mississippi
$445K -$6.56K -25 -1%
HA
3134
Hofer & Associates
California
$443K +$1.31K +5 +0.3%
SCA
3135
Sandy Cove Advisors
Massachusetts
$443K -$131K -499 -23%
AHL
3136
Abel Hall LLC
Louisiana
$443K +$21.5K +82 +5%
MHR
3137
Matthew Hamilton Rosenberg
$442K +$6.06K +23 +1%
NJIM
3138
Nabity-Jensen Investment Management
Nebraska
$441K +$45.7K +174 +12%
BWA
3139
Burt Wealth Advisors
Maryland
$441K
GA
3140
Gateway Advisory
New Jersey
$440K -$3.68K -14 -0.8%
SWM
3141
Seed Wealth Management
Illinois
$439K
CBTWT
3142
Community Bank & Trust (Waco, Texas)
Texas
$439K +$3.15K +12 +0.7%
FIC
3143
FCG Investment Company
Tennessee
$439K +$12.3K +47 +3%
BFWM
3144
Bright Futures Wealth Management
New York
$439K -$112K -419 -20%
LFA
3145
Legend Financial Advisors
Pennsylvania
$435K +$409K +1,558 +1,558%
SRC
3146
Shufro Rose & Co
New York
$434K +$18.4K +70 +4%
WPWM
3147
Western Pacific Wealth Management
Illinois
$433K +$262 +1 +0.1%
TWA
3148
Tandem Wealth Advisors
Arizona
$431K
VCM
3149
Vivaldi Capital Management
Illinois
$431K +$63.8K +243 +17%
YWM
3150
Yoder Wealth Management
California
$431K -$12.9K -49 -3%