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 %
FIM
3701
FWL Investment Management
Texas
$78.7K +$78.7K +300 New
MCM
3702
MidAtlantic Capital Management
Virginia
$76.6K +$22.3K +120 +41%
RBC
3703
Roble Belko & Company
Pennsylvania
$74K
1IA
3704
1620 Investment Advisors
Massachusetts
$73.8K +$73.8K +281 New
KWAG
3705
Kiely Wealth Advisory Group
North Carolina
$71.2K
NBT
3706
Northwest Bank & Trust
Iowa
$71.1K
HH
3707
HWG Holdings
Texas
$70.9K +$70.9K +270 New
VWA
3708
Valued Wealth Advisors
Utah
$70.7K +$9.19K +35 +15%
RWA
3709
Redmont Wealth Advisors
Illinois
$70.3K -$26.2K -100 -27%
DWA
3710
Delos Wealth Advisors
Texas
$70.1K
RDFA
3711
Ritter Daniher Financial Advisory
Ohio
$69.3K +$22.3K +85 +47%
BHWM
3712
Beaird Harris Wealth Management
Texas
$66.4K +$7.87K +30 +13%
FUBT
3713
First United Bank & Trust
Maryland
$64K
T2I
3714
Turim 21 Investimentos
Brazil
$63K
KPP
3715
Kings Path Partners
Texas
$63K +$63K +240 New
SCA
3716
Stuart Chaussee & Associates
California
$61.9K
BFS
3717
Burkett Financial Services
South Carolina
$61.5K
AP
3718
Aspect Partners
Virginia
$61.2K
IHWM
3719
Iron Horse Wealth Management
Iowa
$61.2K +$61.2K +233 New
LAM
3720
Lummis Asset Management
Texas
$59.6K
OAJ
3721
Ogorek Anthony Joseph
New York
$59K
DFA
3722
DHJJ Financial Advisors
Illinois
$56.4K -$1.58K -6 -3%
TCM
3723
TD Capital Management
Tennessee
$55.8K +$262 +1 +0.5%
T
3724
Tidemark
California
$55K
RI
3725
Ridgewood Investments
New Jersey
$48.3K +$48.3K +184 New