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 %
MCA
3676
Maryland Capital Advisors
Maryland
$109K
AWM
3677
Activest Wealth Management
Florida
$108K +$32.8K +125 +44%
ACA
3678
American Capital Advisory
Idaho
$108K +$102K +390 +1,625%
GC
3679
Globeflex Capital
California
$108K
RTL
3680
Red Tortoise LLC
Georgia
$105K +$91.8K +350 +673%
HB
3681
Horizon Bancorp
Indiana
$105K
CP
3682
Camelot Portfolios
Ohio
$105K +$105K +400 New
CWA
3683
Carolina Wealth Advisors
South Carolina
$104K
FFA
3684
Frazier Financial Advisors
Ohio
$103K +$2.89K +11 +3%
IRC
3685
Investors Research Corp
Georgia
$101K +$26K +99 +34%
PWA
3686
Provenance Wealth Advisors
Florida
$101K -$504K -1,920 -83%
EA
3687
Evolution Advisers
Virginia
$100K
CJL
3688
Cyrus J. Lawrence
New York
$96K
DP
3689
Denver PWM
Colorado
$94.3K +$94.3K +359 New
BHWM
3690
Bay Harbor Wealth Management
Maryland
$92.7K -$262 -1 -0.3%
KFP
3691
Keener Financial Planning
Texas
$92K -$78.6K -300 -46%
PP
3692
Pingora Partners
Wyoming
$91.9K
GG
3693
Gleason Group
Kentucky
$91.7K
PA
3694
Pineridge Advisors
Missouri
$90.5K -$4.98K -19 -5%
BTC
3695
Bank & Trust Company
Illinois
$89K +$89K +339 New
W
3696
WealthCollab
Washington
$86.1K
WOSD
3697
WFA of San Diego
California
$85.3K +$85.3K +325 New
IWP
3698
IAG Wealth Partners
Wisconsin
$85K -$16.8K -64 -16%
DPW
3699
DiNuzzo Private Wealth
Pennsylvania
$83.2K +$10.8K +41 +15%
LG
3700
LAM Group
Oregon
$78.7K