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 %
CIC
3401
Cutler Investment Counsel
Oregon
$283K +$8.92K +34 +3%
BIA
3402
BHK Investment Advisors
Alabama
$283K +$283K +1,077 New
SFO
3403
Standard Family Office
South Dakota
$281K
NMG
3404
New Millennium Group
Utah
$281K -$1.88M -7,165 -87%
NCM
3405
Neumann Capital Management
California
$281K
MCM
3406
Maple Capital Management
Vermont
$280K +$57K +217 +26%
BBWA
3407
Bell & Brown Wealth Advisors
California
$279K +$65.6K +250 +31%
KFS
3408
Kelly Financial Services
Massachusetts
$279K -$6.56K -25 -2%
BIA
3409
Bell Investment Advisors
California
$279K -$1.84K -7 -0.7%
HS
3410
Horan Securities
United States
$279K
FIBT
3411
First International Bank & Trust
North Dakota
$277K
RS
3412
Rakuten Securities
Japan
$276K -$8.66K -33 -3%
TCM
3413
Tang Capital Management
California
$275K +$275K +1,049 New
WFA
3414
WMG Financial Advisors
Tennessee
$275K +$3.94K +15 +1%
EMFAT
3415
Emerald Mutual Fund Advisers Trust
Pennsylvania
$275K -$7.09K -27 -3%
FWM
3416
Forza Wealth Management
Florida
$275K +$10.2K +39 +4%
AFM
3417
Armstrong Fleming & Moore
District of Columbia
$274K +$262 +1 +0.1%
WFC
3418
Western Financial Corp
California
$274K
ASG
3419
Ariston Services Group
California
$273K -$262 -1 -0.1%
FCCM
3420
First City Capital Management
Georgia
$273K
SF
3421
Safeguard Financial
Wisconsin
$273K +$273K +1,040 New
WAM
3422
Wolverine Asset Management
Illinois
$272K +$272K +1,038 New
UI
3423
Unconventional Investor
New Hampshire
$272K
DLHL
3424
Donald L. Hagan LLC
Florida
$271K +$40.4K +154 +18%
SFP
3425
Sterling Financial Planning
New Jersey
$270K