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 %
VCAM
3551
Van Cleef Asset Management
Ohio
$223K
JWS
3552
Juncture Wealth Strategies
Arizona
$223K
KFS
3553
Keynote Financial Services
Connecticut
$223K
PSFG
3554
Prairie Sky Financial Group
Illinois
$222K -$263 -1 -0.1%
WAS
3555
Wealth Advisory Solutions
Indiana
$222K -$262 -1 -0.1%
CA
3556
CSM Advisors
Pennsylvania
$222K -$11.8K -45 -5%
RP
3557
Rowlandmiller & Partners
Georgia
$222K -$11.3K -43 -5%
AWM
3558
Abound Wealth Management
Tennessee
$221K +$17.1K +65 +8%
PAM
3559
Paradigm Asset Management
New York
$220K -$78.7K -300 -26%
WQ
3560
Wealth Quarterback
New Jersey
$220K -$4.72K -18 -2%
SWM
3561
Silverlake Wealth Management
Vermont
$220K +$6.3K +24 +3%
NMM
3562
Naples Money Management
Florida
$220K
SKK
3563
Shepherd Kaplan Krochuk
Massachusetts
$219K
RW
3564
RVW Wealth
California
$219K +$219K +835 New
IA
3565
Inspire Advisors
Idaho
$218K +$218K +831 New
TI
3566
TTP Investments
California
$218K +$263 +1 +0.1%
DIA
3567
Dean Investment Associates
Ohio
$218K -$118K -448 -35%
ACM
3568
Academy Capital Management
Texas
$218K
HI
3569
Harrington Investments
California
$218K
CFA
3570
Capstone Financial Advisors
Illinois
$217K -$8.4K -32 -4%
THWM
3571
Taylor Hoffman Wealth Management
Virginia
$217K +$21.1K +80 +11%
FMP
3572
Financial Management Professionals
Texas
$217K +$4.47K +17 +2%
WBG
3573
Wharton Business Group
Pennsylvania
$217K +$12.6K +48 +6%
SJGA
3574
Stephen J. Garry & Associates
New York
$217K
WIM
3575
Westside Investment Management
California
$217K +$17.6K +67 +9%