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 %
SBF
3426
Sara-Bay Financial
Florida
$269K -$4.72K -18 -2%
SFG
3427
Sterling Financial Group
California
$269K
BMA
3428
Brooks Moore & Associates
Tennessee
$269K
NAG
3429
Northstar Advisory Group
New Jersey
$268K +$525 +2 +0.2%
TW
3430
Towerpoint Wealth
California
$267K -$30.4K -116 -10%
HGWM
3431
Horst & Graben Wealth Management
Oregon
$267K +$262 +1 +0.1%
SWK
3432
Stephen W. Kidder
$267K
BWA
3433
BlueSky Wealth Advisors
North Carolina
$267K +$267K +1,016 New
TIM
3434
Tortoise Investment Management
New York
$266K -$5.25K -20 -2%
CFIM
3435
Client First Investment Management
Wisconsin
$266K
FWM
3436
FMFE Wealth Management
New York
$266K
CMBA
3437
C.M. Bidwell & Associates
Hawaii
$265K
YCG
3438
Yeomans Consulting Group
Georgia
$265K -$5.51K -21 -2%
CW
3439
Cook Wealth
North Carolina
$265K -$4.31K -17 -2%
EWA
3440
Evolution Wealth Advisors
Florida
$264K -$224K -851 -46%
LC
3441
Landaas & Company
Wisconsin
$264K +$38.4K +146 +17%
DWP
3442
Destiny Wealth Partners
Florida
$263K -$38.3K -146 -13%
IIM
3443
Intact Investment Management
Quebec, Canada
$262K -$577K -2,200 -69%
GCM
3444
Goldstream Capital Management
Hong Kong
$262K -$15.7K -60 -6%
Dodge & Cox
3445
Dodge & Cox
California
$262K
MCI
3446
MRP Capital Investments
Georgia
$262K
MIM
3447
Merrion Investment Management
New Jersey
$262K
AI
3448
ArchPoint Investors
Florida
$262K
SA
3449
Scarborough Advisors
Maryland
$262K +$8.93K +34 +4%
VAMG
3450
Voisard Asset Management Group
Michigan
$262K -$13.1K -50 -5%