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 %
NIWA
3151
New Insight Wealth Advisors
California
$431K -$2.63K -10 -0.6%
PS
3152
Planned Solutions
California
$430K
MS
3153
Maven Securities
Jersey
$430K -$652K -2,483 -60%
WDG
3154
Wealth Dimensions Group
Ohio
$428K -$32.8K -125 -7%
CFP
3155
Cascade Financial Partners
California
$428K +$14.4K +55 +3%
SSW
3156
Smith Shellnut Wilson
Mississippi
$428K +$2.1K +8 +0.5%
SGWM
3157
Sterling Group Wealth Management
California
$428K +$428K +1,629 New
NRW
3158
Nova R Wealth
Kansas
$426K +$263 +1 +0.1%
PIM
3159
Pullen Investment Management
Florida
$425K +$48.8K +186 +13%
FSA
3160
Financial Security Advisor
Virginia
$425K +$1.84K +7 +0.4%
VDI
3161
Vaughan David Investments
Illinois
$425K -$260K -990 -38%
CAGAS
3162
Capital Advisory Group Advisory Services
Minnesota
$423K
EB
3163
Exchange Bank
California
$423K -$19.7K -75 -4%
OC
3164
Oarsman Capital
Wisconsin
$422K +$10.2K +39 +2%
CFG
3165
Carr Financial Group
Massachusetts
$421K +$3.15K +12 +0.8%
VP
3166
Verum Partners
North Carolina
$420K +$23.6K +90 +6%
FDCP
3167
Foster Dykema Cabot & Partners
Massachusetts
$420K -$10.5K -40 -2%
GSAM
3168
Grant Street Asset Management
Pennsylvania
$420K +$2.89K +11 +0.7%
VFPI
3169
Vantage Financial Partners (Illinois)
Illinois
$420K
MWP
3170
Meridian Wealth Partners
Pennsylvania
$418K +$31.2K +119 +8%
BWM
3171
BCS Wealth Management
Tennessee
$418K +$3.67K +14 +0.9%
AGC
3172
Aspen Grove Capital
Colorado
$417K -$8.4K -32 -2%
MIAS
3173
Mason Investment Advisory Services
Virginia
$417K +$22K +84 +6%
SCA
3174
Sippican Capital Advisors
Massachusetts
$417K
EA
3175
Echo45 Advisors
California
$416K -$78.7K -300 -16%