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 %
PG
3726
Proffitt & Goodson
Tennessee
$47.8K
EAM
3727
Eukles Asset Management
Ohio
$46.2K
JFG
3728
JDM Financial Group
Texas
$43.5K
MFA
3729
McClarren Financial Advisors
Pennsylvania
$42K +$35.8K +895 +581%
MDCM
3730
Morgan Dempsey Capital Management
Wisconsin
$42K -$3.94K -15 -9%
CMA
3731
Cedar Mountain Advisors
Oregon
$41.2K
VWWMG
3732
Vermillion & White Wealth Management Group
Pennsylvania
$40K +$262 +1 +0.7%
CIR
3733
Clear Investment Research
Georgia
$40K -$1.84K -7 -4%
HFS
3734
Horizon Financial Services
North Carolina
$39.7K -$2.1K -8 -5%
ICM
3735
Islay Capital Management
Texas
$39.4K -$26.2K -100 -40%
HF
3736
Halpern Financial
Virginia
$39.4K -$18.6K -71 -32%
ATC
3737
Advantage Trust Company
Kansas
$39.4K
AFWM
3738
Abich Financial Wealth Management
Virginia
$39.3K +$4.45K +17 +13%
FW
3739
Fairway Wealth
Ohio
$39.1K +$39.1K +149 New
FFL
3740
Financial Freedom LLC
Ohio
$38.8K
PP
3741
PFS Partners
New Jersey
$38.6K
PCM
3742
Perritt Capital Management
Illinois
$38.3K -$3.15K -12 -8%
BFA
3743
BBJS Financial Advisors
Washington
$35.4K +$35.4K +135 New
CFS
3744
CGC Financial Services
Oregon
$35.4K
CWM
3745
CarsonAllaria Wealth Management
Illinois
$35.4K +$35.4K +134 New
TCM
3746
TruNorth Capital Management
Michigan
$34.4K +$23.4K +89 +212%
CFG
3747
CKW Financial Group
Hawaii
$33K -$6.6K -25 -17%
KC
3748
Kepos Capital
New York
$33K +$1.05K +4 +3%
MIM
3749
Meridiem Investment Management
United Kingdom
$31.5K -$105K -400 -77%
EIM
3750
Essex Investment Management
Massachusetts
$30.7K -$6.3K -24 -17%