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 %
AA
3201
AJ Advisors
Tennessee
$399K +$55.9K +213 +16%
TPWA
3202
Twin Peaks Wealth Advisors
California
$399K +$38.6K +147 +11%
WAM
3203
Worth Asset Management
Texas
$397K -$135K -514 -25%
LRWA
3204
Long Run Wealth Advisors
New York
$397K -$2.1K -8 -0.5%
PBO
3205
Peoples Bank (Ohio)
Ohio
$395K +$64K +244 +19%
CFFP
3206
Center for Financial Planning
Michigan
$395K +$788 +3 +0.2%
BAM
3207
BOCHK Asset Management
Hong Kong
$394K
SC
3208
Seldon Capital
California
$393K
SFC
3209
SYM Financial Corp
Indiana
$392K +$73.5K +280 +23%
MFWP
3210
Mosaic Family Wealth Partners
Missouri
$392K -$383K -1,460 -49%
WA
3211
WESPAC Advisors
California
$392K -$9.45K -36 -2%
CHA
3212
Cooper/Haims Advisors
New York
$390K +$48.6K +185 +14%
PFM
3213
Phillips Financial Management
Indiana
$390K +$44.6K +170 +13%
MWC
3214
MBM Wealth Consultants
Missouri
$389K +$58.4K +220 +18%
CWA
3215
Consilio Wealth Advisors
Washington
$388K +$13.4K +51 +4%
CICC
3216
Capital Investment Counsel (Colorado)
Colorado
$388K +$44.9K +171 +13%
FWP
3217
Firethorn Wealth Partners
Georgia
$387K +$7.61K +29 +2%
UBG
3218
United Bank (Georgia)
Georgia
$387K -$6.04K -23 -2%
PPW
3219
Presilium Private Wealth
Pennsylvania
$386K -$2.63K -10 -0.7%
KA
3220
Kercheville Advisors
Texas
$386K
SIC
3221
Schwartz Investment Counsel
Michigan
$386K
PWP
3222
Precedent Wealth Partners
Texas
$384K +$2.1K +8 +0.6%
LWM
3223
LongView Wealth Management
Georgia
$382K -$3.68K -14 -1%
CGA
3224
Crescent Grove Advisors
Illinois
$382K +$83.4K +318 +28%
PCA
3225
Peddock Capital Advisors
Massachusetts
$382K -$3.94K -15 -1%