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 %
KSWWM
3476
Keyes Stange & Wooten Wealth Management
Florida
$252K -$8.4K -32 -3%
WIM
3477
Warwick Investment Management
Texas
$252K +$20.5K +78 +9%
CM
3478
Capula Management
Cayman Islands
$252K +$158K +603 +169%
VW
3479
Veridan Wealth
Oregon
$251K +$251K +708 New
DWA
3480
Delap Wealth Advisory
Oregon
$251K -$596K -2,270 -70%
KWM
3481
KFG Wealth Management
Indiana
$251K +$2.1K +8 +0.8%
BA
3482
Bellwether Advisors
Nebraska
$250K +$25.5K +97 +11%
OGF
3483
Orin Green Financial
California
$249K +$249K +949 New
HFA
3484
Highland Financial Advisors
New Jersey
$249K +$7.35K +28 +3%
CFGA
3485
Cambridge Financial Group (Arizona)
Arizona
$249K +$3.68K +14 +2%
BFAG
3486
Blackston Financial Advisory Group
Florida
$248K +$248K +944 New
GA
3487
GSG Advisors
New Jersey
$247K -$263 -1 -0.1%
CRI
3488
Colonial River Investments
Virginia
$247K +$787 +3 +0.3%
MWM
3489
Melfa Wealth Management
Massachusetts
$247K
WC
3490
Wynn Capital
Georgia
$246K +$3.94K +15 +2%
LWMG
3491
Levy Wealth Management Group
Pennsylvania
$246K +$2.1K +8 +0.9%
CCA
3492
Cadent Capital Advisors
Oklahoma
$246K -$525 -2 -0.2%
EPWM
3493
Essex Private Wealth Management
Massachusetts
$244K
CA
3494
CGN Advisors
Kansas
$244K -$3.68K -14 -1%
SIG
3495
Spinnaker Investment Group
California
$243K +$21K +80 +9%
IWM
3496
Integris Wealth Management
California
$243K -$25.5K -97 -9%
PWA
3497
Peterson Wealth Advisors
Utah
$243K +$3.41K +13 +1%
AHB
3498
Abner Herrman & Brock
New Jersey
$243K +$9.73K +37 +4%
AFO
3499
Arrowroot Family Office
California
$243K +$6.3K +24 +3%
GB
3500
Goepper Burkhardt
South Carolina
$243K