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 %
ODG
3326
O'Dell Group
Ohio
$321K
VI
3327
VanderPol Investments
Michigan
$321K +$93.4K +356 +41%
FP
3328
Financial Perspectives
Minnesota
$319K
TFM
3329
TFC Financial Management
Massachusetts
$319K -$1.31K -5 -0.4%
EIP
3330
Ellis Investment Partners
Pennsylvania
$319K +$113K +431 +55%
COCM
3331
Charter Oak Capital Management
New Hampshire
$318K -$119K -453 -27%
KAM
3332
KEB Asset Management
Illinois
$318K -$1.31K -5 -0.4%
IFAM
3333
Institutional & Family Asset Management
Colorado
$318K +$93.7K +357 +42%
SWA
3334
Sax Wealth Advisors
New Jersey
$318K +$111K +423 +54%
AAG
3335
Armstrong Advisory Group
Massachusetts
$317K +$10.8K +41 +4%
ACC
3336
Acorn Creek Capital
Colorado
$316K -$2.63K -10 -0.8%
PWM
3337
Prosperity Wealth Management
California
$316K
EF
3338
Exeter Financial
Arizona
$316K +$316K +1,205 New
KPWG
3339
KFA Private Wealth Group
Virginia
$316K -$192K -733 -38%
TWP
3340
Triad Wealth Partners
Kansas
$315K +$53.8K +205 +21%
ORC
3341
O'Rourke & Company
Massachusetts
$315K
CMP
3342
Courage Miller Partners
Virginia
$315K
CWM
3343
C2C Wealth Management
Arizona
$315K
PFA
3344
Plotkin Financial Advisors
Maryland
$315K +$3.94K +15 +1%
WIA
3345
Wetzel Investment Advisors
Indiana
$312K -$2.23K -8 -0.7%
PCA
3346
Prosperity Capital Advisors
Ohio
$311K -$43.3K -165 -12%
IC
3347
Iconiq Capital
California
$311K +$311K +1,184 New
BBWP
3348
Beacon Bridge Wealth Partners
Pennsylvania
$311K
SC
3349
Summa Corp
Texas
$309K
PMG
3350
Private Management Group
California
$309K +$26.8K +102 +9%