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 %
FC
3276
Financial Council
Maryland
$350K
EWS
3277
Evergreen Wealth Solutions
Pennsylvania
$349K +$525 +2 +0.2%
WA
3278
Waterford Advisors
New York
$349K +$26.2K +100 +8%
WCAMG
3279
Woodard & Company Asset Management Group
North Carolina
$349K -$10.5K -40 -3%
KFC
3280
Klingenstein Fields & Co
New York
$348K
FCMC
3281
Founders Capital Management (Connecticut)
Connecticut
$348K
GC
3282
Gibson Capital
Pennsylvania
$347K
FWP
3283
Falcon Wealth Planning
California
$346K +$31.5K +120 +10%
AP
3284
Advisors Preferred
Maryland
$346K -$18.4K -70 -5%
ODIJL
3285
One Day In July LLC
Vermont
$346K +$71.9K +274 +26%
SFG
3286
Seamount Financial Group
Colorado
$344K +$66.1K +252 +24%
MSWM
3287
Mowery & Schoenfeld Wealth Management
Illinois
$344K +$34.1K +130 +11%
KFA
3288
Kelleher Financial Advisors
New York
$344K
MWM
3289
Maripau Wealth Management
Indiana
$343K +$343K +1,308 New
NNPTE
3290
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$342K -$2.35M -8,947 -87%
EFG
3291
Embree Financial Group
Illinois
$341K +$23.6K +90 +7%
WCFA
3292
Walkner Condon Financial Advisors
Wisconsin
$341K -$13.6K -52 -4%
WRM
3293
Weybosset Research & Management
Rhode Island
$339K -$11.8K -45 -3%
LCGC
3294
Legacy Capital Group California
California
$337K -$12.6K -48 -4%
AT
3295
Arvest Trust
Oklahoma
$337K -$117K -446 -26%
CIA
3296
Caerus Investment Advisors
Texas
$337K
SFC
3297
Swisher Financial Concepts
Ohio
$337K
MBI
3298
May Barnhard Investments
Maryland
$335K +$262 +1 +0.1%
LGG
3299
Luts & Greenleigh Group
Maryland
$335K +$335K +1,274 New
OHIS
3300
Oak Harvest Investment Services
Texas
$334K -$20.5K -78 -6%