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 %
IA
3651
IFS Advisors
Kansas
$139K
NECFA
3652
New England Capital Financial Advisors
Connecticut
$137K +$262 +1 +0.2%
BBPWM
3653
Blue Bell Private Wealth Management
Pennsylvania
$136K +$2.89K +11 +2%
MAM
3654
Meeder Asset Management
Ohio
$133K -$610K -2,323 -82%
CPG
3655
Custom Portfolio Group
Colorado
$133K
IAIM
3656
Industrial Alliance Investment Management
Quebec, Canada
$127K +$127K +484 New
TLA
3657
Tanglewood Legacy Advisors
Texas
$126K
S
3658
Sachetta
Massachusetts
$123K +$9.74K +37 +9%
HWM
3659
HighMark Wealth Management
Minnesota
$123K +$1.84K +7 +2%
QL
3660
Quarry LP
New York
$123K +$92.9K +354 +311%
NCM
3661
Northwest Capital Management
Oregon
$123K -$28.9K -110 -19%
DCM
3662
Disciplina Capital Management
Tennessee
$120K +$263 +1 +0.2%
FFO
3663
Fortitude Family Office
Arizona
$120K +$30.2K +115 +34%
LWA
3664
Lowe Wealth Advisors
Maryland
$120K
SC
3665
Stephens Consulting
Michigan
$119K +$55.6K +212 +88%
FGAM
3666
Financial Gravity Asset Management
Texas
$119K +$78.2K +298 +194%
PA
3667
PSI Advisors
Florida
$118K +$5.51K +21 +5%
CPG
3668
Cornerstone Planning Group
New Jersey
$117K -$8.21K -32 -7%
TC
3669
Tacita Capital
Ontario, Canada
$117K
AW
3670
Avion Wealth
Texas
$115K +$2.87K +11 +3%
AFS
3671
Annapolis Financial Services
Maryland
$114K
CTWM
3672
Cherry Tree Wealth Management
Minnesota
$113K -$2.36K -9 -2%
PWMG
3673
Private Wealth Management Group
New Jersey
$113K -$45.9K -175 -29%
TCM
3674
Tradewinds Capital Management
Washington
$110K +$2.36K +9 +2%
CMP
3675
Coston McIsaac & Partners
Maine
$109K -$38.3K -146 -26%