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 %
DWS
3626
Dynamic Wealth Strategies
California
$193K -$15.2K -58 -7%
FCMT
3627
Founders Capital Management (Texas)
Texas
$193K -$39.4K -150 -17%
CAM
3628
Creekmur Asset Management
Illinois
$193K -$63.2K -241 -25%
RA
3629
Rational Advisors
New York
$190K +$190K +723 New
UOTTAIMCU
3630
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$188K
HGA
3631
Hobbs Group Advisors
South Carolina
$186K +$186K +708 New
TF
3632
Tompkins Financial
New York
$185K -$60.1K -229 -25%
TFGT
3633
TS Financial Group (TSFG)
Illinois
$184K +$262 +1 +0.1%
MLA
3634
MB, Levis & Associates
Pennsylvania
$184K
FA
3635
Financial Avengers
California
$177K -$3.41K -13 -2%
IGWM
3636
ICA Group Wealth Management
Colorado
$176K -$938K -3,573 -84%
CJ
3637
Caitlin John
Michigan
$176K -$1.11M -4,229 -86%
AWM
3638
AllSquare Wealth Management
New York
$174K
EPW
3639
Evergreen Private Wealth
Colorado
$174K -$10.8K -41 -6%
FCG
3640
Financial Connections Group
California
$173K
PCA
3641
Providence Capital Advisors
North Carolina
$171K -$2.1K -8 -1%
WFS
3642
Widmann Financial Services
Maryland
$166K +$166K +633 New
VIA
3643
Virtus Investment Advisers
Connecticut
$163K -$84.8K -323 -34%
WAG
3644
Wiser Advisor Group
Arizona
$160K -$8.92K -34 -5%
AP
3645
Atwood & Palmer
Missouri
$159K -$39.4K -150 -20%
MB
3646
Mizuho Bank
Japan
$157K +$157K +600 New
BC
3647
Barrett & Company
Rhode Island
$153K
DCBT
3648
Dakota Community Bank & Trust
North Dakota
$152K -$5.25K -20 -3%
TAM
3649
Tucker Asset Management
Colorado
$150K -$37.8K -144 -20%
CYG
3650
Clean Yield Group
Vermont
$142K