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 %
CBFP
3301
Cedar Brook Financial Partners
Ohio
$334K -$721K -2,747 -68%
PFT
3302
Providence First Trust
Arizona
$334K
AIMC
3303
Alley Investment Management Company
Illinois
$333K +$72.4K +276 +28%
VA
3304
Verdad Advisers
Massachusetts
$333K +$158K +602 +90%
SR
3305
Syntax Research
Florida
$332K +$262 +1 +0.1%
AWS
3306
Arkfeld Wealth Strategies
Nebraska
$332K +$10.1K +38 +3%
1CP
3307
17 Capital Partners
Arizona
$332K -$149K -567 -31%
GWM
3308
Greenwich Wealth Management
Connecticut
$331K -$48.3K -184 -13%
SEA
3309
Stegent Equity Advisors
Texas
$331K +$34.6K +132 +12%
MA
3310
MBA Advisors
Pennsylvania
$330K +$24.9K +95 +8%
AAM
3311
Austin Asset Management
Texas
$330K +$8.14K +31 +3%
SN
3312
Sittner & Nelson
Oregon
$328K
GFG
3313
Goldstone Financial Group
Illinois
$327K +$79.3K +302 +32%
RA
3314
Riversedge Advisors
Delaware
$327K +$16.3K +62 +5%
SCG
3315
Sonata Capital Group
Washington
$327K -$262K -1,000 -45%
CMAI
3316
Capital Management Associates Inc
Minnesota
$327K +$12.9K +49 +4%
PFA
3317
Pathway Financial Advisors
Vermont
$326K -$3.41K -13 -1%
MC
3318
McCarthy & Cox
Ohio
$326K -$53.8K -205 -14%
BRA
3319
Biechele Royce Advisors
Indiana
$325K -$4.99K -19 -2%
BC
3320
Brio Consultants
California
$324K +$17.6K +67 +6%
GWM
3321
GSB Wealth Management
Connecticut
$323K +$4.72K +18 +1%
CB
3322
Centennial Bank
Arkansas
$323K +$525 +2 +0.2%
SIS
3323
Strategic Investment Solutions
Illinois
$322K +$322K +1,226 New
JGIA
3324
Jackson Grant Investment Advisers
Connecticut
$322K +$262 +1 +0.1%
TPW
3325
Tiller Private Wealth
Pennsylvania
$321K -$11K -42 -3%