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 %
IF
3251
Integrity Financial
Wyoming
$362K -$3.41K -13 -0.9%
AWM
3252
Aberdeen Wealth Management
Illinois
$361K
HP
3253
HT Partners
Connecticut
$361K -$31.2K -119 -8%
WFA
3254
WestHill Financial Advisors
California
$360K +$263 +1 +0.1%
AWM
3255
Accel Wealth Management
Iowa
$360K +$124K +471 +52%
CWM
3256
Cherrydale Wealth Management
New Jersey
$360K -$3.15K -12 -0.9%
FA
3257
Fortis Advisors
Pennsylvania
$359K
EWA
3258
ERTS Wealth Advisors
Michigan
$359K
TFF
3259
The Family Firm
Maryland
$359K +$12.3K +47 +4%
RFP
3260
Root Financial Partners
California
$359K +$94K +358 +36%
FC
3261
Fusion Capital
South Carolina
$357K -$5.25K -20 -1%
AIP
3262
Almanack Investment Partners
Pennsylvania
$357K -$31.2K -119 -8%
SA
3263
Skyline Advisors
Washington
$356K +$263 +1 +0.1%
SICM
3264
Sustainable Insight Capital Management
New York
$356K +$26.2K +100 +8%
PP
3265
PrairieView Partners
Minnesota
$356K +$115K +437 +48%
GWP
3266
Gateway Wealth Partners
Wisconsin
$355K -$8.4K -32 -2%
OCM
3267
Orser Capital Management
Texas
$355K
DFA
3268
Davies Financial Advisors
California
$355K +$44.4K +169 +14%
ELM
3269
Elite Life Management
Florida
$354K +$525 +2 +0.1%
GJIA
3270
Glass Jacobson Investment Advisors
Maryland
$354K
CCA
3271
Carrera Capital Advisors
Michigan
$353K +$353K +1,344 New
UFF
3272
USA Financial Formulas
Michigan
$352K -$812K -3,092 -70%
OLVIG
3273
Oliver Lagore Vanvalin Investment Group
Michigan
$352K +$263 +1 +0.1%
BBNB
3274
Baker Boyer National Bank
Washington
$351K -$217K -826 -38%
WWM
3275
Wagner Wealth Management
South Carolina
$351K +$64.6K +246 +23%