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 %
PAG
3376
Powers Advisory Group
Illinois
$295K +$2.89K +11 +1%
GKIM
3377
GW&K Investment Management
Massachusetts
$295K +$45.1K +172 +18%
VW
3378
Vance Wealth
California
$294K +$13.4K +51 +5%
GCA
3379
Greenwood Capital Associates
South Carolina
$294K +$33.3K +127 +13%
SOW
3380
State of Wyoming
Wyoming
$293K -$253K -963 -46%
SC
3381
Saturna Capital
Washington
$293K -$13.1K -50 -4%
AIA
3382
AIMZ Investment Advisors
California
$293K +$5.51K +21 +2%
JWM
3383
JFG Wealth Management
Colorado
$292K +$37K +141 +15%
DWM
3384
Dechtman Wealth Management
Colorado
$292K +$21K +80 +8%
GWA
3385
Geometric Wealth Advisors
District of Columbia
$291K +$16.8K +64 +6%
MSA
3386
McAlister Sweet & Associates
Texas
$291K -$53.5K -204 -16%
NIM
3387
Nexus Investment Management
Ontario, Canada
$288K
T
3388
TCWP
Ohio
$288K +$6.3K +24 +2%
BWM
3389
Birchcreek Wealth Management
Ohio
$288K +$2.36K +9 +0.8%
TWM
3390
Triton Wealth Management
Arizona
$287K -$1.06K -4 -0.4%
BDFN
3391
Bond & Devick Financial Network
Minnesota
$286K
AAM
3392
Ameraudi Asset Management
New York
$286K +$286K +1,090 New
ML
3393
Mayport LLC
Massachusetts
$286K
TDC
3394
Thompson Davis & Co
Virginia
$286K +$92.4K +352 +48%
MHIC
3395
Marble Harbor Investment Counsel
Massachusetts
$285K
PJWM
3396
Philip James Wealth Mangement
Georgia
$284K -$2.63K -10 -0.9%
WHCFA
3397
William Howard & Co Financial Advisors
Tennessee
$284K -$26.2K -100 -8%
APW
3398
Aurora Private Wealth
New Jersey
$284K +$12.1K +46 +4%
AWAP
3399
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$284K -$23.6K -90 -8%
FL
3400
FreeGulliver LLC
Louisiana
$284K +$284K +1,081 New