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 %
MFS
3451
Madrona Financial Services
Washington
$261K -$6.82K -26 -3%
MAA
3452
Matrix Asset Advisors
New York
$261K
GWAG
3453
Garrett Wealth Advisory Group
Texas
$261K +$4.2K +16 +2%
FWM
3454
Focused Wealth Management
New York
$261K -$1.84K -7 -0.7%
LC
3455
LCNB Corp
Ohio
$261K -$7.87K -30 -3%
BSAM
3456
Blue Square Asset Management
New York
$261K
RIS
3457
Retirement Income Solutions
Michigan
$261K
LFASL
3458
Lugano Financial Advisors SA (LFA)
Switzerland
$260K +$78.7K +300 +43%
TCMP
3459
Thrive Capital Management (Pennsylvania)
Pennsylvania
$259K -$6.3K -24 -2%
TT
3460
TI-Trust
Illinois
$259K -$26.2K -100 -9%
HWMG
3461
Hurlow Wealth Management Group
Indiana
$259K -$262 -1 -0.1%
NI
3462
NCP Inc
California
$257K +$13.1K +50 +5%
EFG
3463
Ehrlich Financial Group
California
$257K +$1.57K +6 +0.6%
RA
3464
Rise Advisors
New York
$256K +$525 +2 +0.2%
BO
3465
Bank OZK
Arkansas
$255K +$27.3K +104 +12%
EM
3466
ELCO Management
New York
$255K
CCP
3467
Carmel Capital Partners
California
$254K
4WM
3468
4J Wealth Management
Virginia
$254K -$2.63K -10 -1%
WA
3469
Wealthstream Advisors
New York
$253K +$2.89K +11 +1%
LF
3470
LifeSteps Financial
California
$253K -$10.5K -40 -4%
EA
3471
Eclectic Associates
California
$253K +$4.46K +17 +2%
RCI
3472
RS Crum Inc
California
$252K
FAM
3473
Flaharty Asset Management
Florida
$252K +$252K +960 New
GWI
3474
Grace & White Inc
New York
$252K
GWM
3475
Gitterman Wealth Management
New Jersey
$252K -$274K -1,043 -52%