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 %
LA
3351
Lifeworks Advisors
Michigan
$309K -$19.7K -75 -6%
FDS
3352
Freedom Day Solutions
Texas
$309K
TA
3353
TrueWealth Advisors
Alabama
$307K -$358K -1,365 -54%
APG
3354
Abacus Planning Group
South Carolina
$307K +$22.1K +84 +8%
TCB
3355
Texas Capital Bancshares
Texas
$307K
MWM
3356
Mosley Wealth Management
California
$306K +$7.09K +27 +2%
C
3357
Covestor
United Kingdom
$306K -$104K -397 -25%
PRWA
3358
Platte River Wealth Advisors
Colorado
$306K -$85.3K -325 -22%
UWPG
3359
Ullmann Wealth Partners Group
Florida
$306K +$16.8K +64 +6%
SL
3360
Salomon & Ludwin
Virginia
$305K -$986K -3,757 -76%
ARG
3361
Advisory Resource Group
Oklahoma
$305K -$3.94K -15 -1%
AWA
3362
ARQ Wealth Advisors
Arizona
$305K -$68.8K -262 -18%
CPA
3363
Capital Performance Advisors
California
$304K +$4.73K +18 +2%
HIG
3364
Heritage Investment Group
Florida
$304K
HHGA
3365
Halbert Hargrove Global Advisors
California
$303K +$6.56K +25 +2%
SFCL
3366
Strengthening Families & Communities LLC
Massachusetts
$303K +$4.21K +16 +1%
NC
3367
NovaPoint Capital
Georgia
$302K -$1.84K -7 -0.6%
IWM
3368
Iams Wealth Management
Nebraska
$302K +$302K +1,149 New
MLFP
3369
MPS Loria Financial Planners
Illinois
$300K
MWM
3370
MinichMacGregor Wealth Management
New York
$299K -$6.3K -24 -2%
EL
3371
Essex LLC
Illinois
$299K
FWM
3372
Fortress Wealth Management
California
$298K
WA
3373
WealthTrust Axiom
Pennsylvania
$298K
PWA
3374
Phoenix Wealth Advisors
North Carolina
$297K +$80.6K +307 +37%
PSF
3375
Pacific Sun Financial
California
$297K