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 %
AMG
3226
Advisors Management Group
Wisconsin
$381K -$11.3K -43 -3%
ST
3227
Sageworth Trust
Pennsylvania
$381K +$381K +1,450 New
FFG
3228
Fortem Financial Group
California
$380K -$57.8K -220 -13%
BFPW
3229
BOK Financial Private Wealth
Colorado
$379K
SWM
3230
Solano Wealth Management
California
$379K +$10.5K +40 +3%
HNWAG
3231
High Net Worth Advisory Group
Florida
$377K
PVAMC
3232
PPS&V Asset Management Consultants
Michigan
$376K -$7.35K -28 -2%
LWM
3233
Lakeridge Wealth Management
Ohio
$375K -$23.1K -88 -6%
CCMI
3234
Creative Capital Management Investments
California
$374K
DA
3235
DSC Advisors
Illinois
$373K -$18.1K -69 -5%
IFA
3236
Index Fund Advisors
California
$373K
DWM
3237
Defined Wealth Management
Oregon
$372K +$12.1K +46 +3%
LWM
3238
LJI Wealth Management
Indiana
$372K +$372K +1,418 New
FWM
3239
Foguth Wealth Management
Michigan
$372K +$96.9K +369 +35%
FBFS
3240
First Business Financial Services
Wisconsin
$371K +$7.61K +29 +2%
CL
3241
CIM LLC
New York
$370K -$6.97K -25 -2%
KCFA
3242
Key Client Fiduciary Advisors
New Jersey
$368K +$60.9K +232 +20%
NIA
3243
NIA Impact Advisors
California
$367K -$62.7K -239 -15%
MIM
3244
Martin Investment Management
Florida
$367K
WW
3245
Westshore Wealth
California
$367K +$262 +1 +0.1%
DWG
3246
Darden Wealth Group
Michigan
$365K
WMWM
3247
Whitaker-Myers Wealth Managers
Ohio
$364K +$52K +198 +17%
BCMLT
3248
Beacon Capital Management LLC (Tennessee)
Tennessee
$364K +$23.6K +90 +7%
AWP
3249
Abacus Wealth Partners
California
$363K +$2.63K +10 +0.7%
III
3250
Independent Investors Inc
New York
$362K