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 %
OWM
3601
Opes Wealth Management
California
$208K +$2.36K +9 +1%
HCM
3602
HMS Capital Management
Tennessee
$207K
PWM
3603
Power Wealth Management
Georgia
$207K +$4.99K +19 +2%
IPW
3604
Invictus Private Wealth
Colorado
$206K -$30.4K -116 -13%
POIA
3605
Pin Oak Investment Advisors
Texas
$206K -$524 -2 -0.3%
JTWM
3606
Jackson Thornton Wealth Management
Alabama
$206K
FCT
3607
First Community Trust
Iowa
$205K +$34.4K +131 +20%
HI
3608
Humankind Investments
New York
$205K -$143K -545 -41%
AW
3609
Apricus Wealth
South Carolina
$204K -$3.68K -14 -2%
RIA
3610
RPG Investment Advisory
California
$204K -$20.5K -78 -9%
AAIM
3611
Asset Advisors Investment Management
Georgia
$204K +$13.1K +50 +7%
KNFPWM
3612
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$203K +$263 +1 +0.1%
EARNEST Partners
3613
EARNEST Partners
Georgia
$203K
RRCM
3614
Rappaport Reiches Capital Management
Illinois
$203K +$8.4K +32 +4%
PIWA
3615
Prevail Innovative Wealth Advisors
Kansas
$202K -$2.1K -8 -1%
CI
3616
Chartist Inc
California
$202K
Betterment LLC
3617
Betterment LLC
New York
$201K +$201K +764 New
WCG
3618
Weaver Consulting Group
California
$201K -$76.9K -293 -28%
BGAI
3619
Bruce G. Allen Investments
Colorado
$200K -$8.66K -33 -4%
EA
3620
Ergawealth Advisors
Illinois
$200K
FEM
3621
Fulcrum Equity Management
Texas
$200K +$200K +762 New
RFA
3622
Register Financial Advisors
Georgia
$200K +$3.15K +12 +2%
MIHAS
3623
Maj Invest Holding A/S
Denmark
$197K
AA
3624
AlphaCentric Advisors
Puerto Rico
$193K +$1.31K +5 +0.7%
MAM
3625
Marquette Asset Management
Minnesota
$193K -$196K -747 -50%