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 %
LC
3501
Lavaca Capital
Texas
$242K +$7.61K +29 +3%
MP
3502
McDonald Partners
Ohio
$242K -$263 -1 -0.1%
CWA
3503
Centennial Wealth Advisory
Michigan
$242K +$242K +922 New
PA
3504
Prism Advisors
California
$242K
SIGI
3505
Susquehanna International Group (Ireland)
Ireland
$241K +$241K +920 New
JF
3506
Joule Financial
Kentucky
$241K -$14.4K -55 -6%
ACM
3507
Ardent Capital Management
Ohio
$241K
JWWM
3508
Johnson & White Wealth Management
Pennsylvania
$240K +$2.89K +11 +1%
NFP
3509
Narus Financial Partners
Utah
$240K +$38.6K +147 +19%
SWRP
3510
Summit Wealth & Retirement Planning
California
$239K -$4.2K -16 -2%
EWP
3511
Elevation Wealth Partners
California
$239K
WP
3512
Wealthspan Partners
Iowa
$238K -$4.2K -16 -2%
RWMG
3513
Redwood Wealth Management Group
New Jersey
$238K +$2.89K +11 +1%
IPW
3514
Impact Partnership Wealth
Georgia
$238K +$156K +593 +188%
WSFG
3515
Wall Street Financial Group
Illinois
$238K +$238K +907 New
CWM
3516
Campbell Wealth Management
Virginia
$238K
VCWA
3517
Vanguard Capital Wealth Advisors
Colorado
$238K -$13.7K -52 -5%
AF
3518
Affiance Financial
Minnesota
$238K
HWM
3519
Horizon Wealth Management
Illinois
$237K -$131K -499 -36%
FFP
3520
Forbes Financial Planning
Rhode Island
$237K
UWM
3521
USAdvisors Wealth Management
Minnesota
$237K +$2.1K +8 +0.9%
SW
3522
SMART Wealth
Nebraska
$237K +$40.4K +154 +21%
HFS
3523
Howard Financial Services
Texas
$236K -$156K -593 -40%
SC
3524
Schulhoff & Co
Ohio
$236K
ST
3525
Sentinel Trust
Texas
$236K +$4.2K +16 +2%