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 %
Cohen & Steers
3176
Cohen & Steers
New York
$415K -$7.88K -30 -2%
HCC
3177
Hirtle Callaghan & Co
Pennsylvania
$415K -$117K -444 -22%
LFG
3178
Lockerman Financial Group
California
$414K +$4.2K +16 +1%
PIMG
3179
Patriot Investment Management Group
Tennessee
$412K -$19.9K -76 -5%
FFWM
3180
Future Financial Wealth Management
Ohio
$412K -$93.2K -355 -18%
DAL
3181
Delta Accumulation LLC
California
$412K +$787 +3 +0.2%
SNBOSD
3182
Security National Bank of So Dak
Iowa
$410K -$787 -3 -0.2%
IPW
3183
Intergy Private Wealth
Colorado
$410K +$410K +1,562 New
BBA
3184
Braun-Bostich & Associates
Pennsylvania
$409K -$83.5K -318 -17%
JWM
3185
JPL Wealth Management
Colorado
$408K +$13.7K +52 +3%
MWPCG
3186
Measured Wealth Private Client Group
New Hampshire
$408K
MWM
3187
Mascoma Wealth Management
New Hampshire
$406K +$77.4K +295 +24%
KWA
3188
Kellett Wealth Advisors
Ohio
$406K +$144K +547 +55%
V
3189
VeraBank
Texas
$404K -$3.41K -13 -0.8%
MWA
3190
Motive Wealth Advisors
Michigan
$404K -$1.05K -4 -0.3%
MIM
3191
Marco Investment Management
Georgia
$404K +$94.5K +360 +31%
WJA
3192
Willis Johnson & Associates
Texas
$403K +$82.9K +316 +26%
OPOWM
3193
One Plus One Wealth Management
Florida
$403K +$72.4K +276 +22%
BWCS
3194
Beirne Wealth Consulting Services
Connecticut
$403K
AC
3195
Apella Capital
Connecticut
$403K +$5.31K +20 +1%
SHWM
3196
Smith & Howard Wealth Management
Georgia
$402K +$26.2K +100 +7%
RAM
3197
Roanoke Asset Management
New Jersey
$402K
BFG
3198
Bouchey Financial Group
New York
$402K +$13.4K +51 +3%
NFSG
3199
Newbridge Financial Services Group
Florida
$401K -$8.92K -34 -2%
MWM
3200
Merriman Wealth Management
Washington
$400K +$13.9K +53 +4%