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 %
CWM
3526
Chemistry Wealth Management
New York
$236K
DI
3527
DDFG Inc
California
$235K +$41.5K +158 +21%
MFG
3528
Mendota Financial Group
Wisconsin
$234K -$13.1K -50 -5%
BWM
3529
BKM Wealth Management
Wisconsin
$234K +$211K +6,615 +925%
SNBOSCI
3530
Security National Bank of Sioux City Iowa
Iowa
$234K -$32.8K -125 -12%
SP
3531
SWS Partners
Ohio
$232K -$5.52K -21 -2%
SIC
3532
SFE Investment Counsel
California
$232K +$2.63K +10 +1%
TCM
3533
Tuttle Capital Management
Connecticut
$232K +$232K +850 New
IF
3534
IRON Financial
Illinois
$231K +$1.31K +5 +0.6%
OCPWS
3535
One Charles Private Wealth Services
Massachusetts
$231K
VNA
3536
Valley National Advisers
Pennsylvania
$231K -$4.71K -18 -2%
ACP
3537
Arcus Capital Partners
Georgia
$229K -$547K -2,085 -70%
CAM
3538
Concorde Asset Management
Michigan
$229K -$128K -488 -36%
B
3539
Barings
North Carolina
$228K -$1.31M -4,997 -85%
GCM
3540
Gallacher Capital Management
Colorado
$228K -$381K -1,451 -63%
AF
3541
Apollon Financial
South Carolina
$228K
JLBC
3542
J.L. Bainbridge & Co
Florida
$227K +$38.6K +147 +20%
MWA
3543
Muirfield Wealth Advisors
North Carolina
$227K +$9.45K +36 +4%
FF
3544
Francis Financial
$227K +$227K +865 New
USB
3545
Union Savings Bank
Connecticut
$227K +$19.9K +76 +10%
IAG
3546
Investment Advisory Group
Massachusetts
$227K -$2.63K -10 -1%
MWM
3547
Massachusetts Wealth Management
Massachusetts
$226K
BF
3548
Brogan Financial
Tennessee
$224K +$8.14K +31 +4%
TMWM
3549
Taylor & Morgan Wealth Management
Michigan
$224K +$262 +1 +0.1%
HBWM
3550
Hollow Brook Wealth Management
New York
$223K -$130K -495 -37%