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 %
HRC
3776
Hoertkorn Richard Charles
$12.1K
FWA
3777
FSC Wealth Advisors
New York
$12.1K
PO
3778
Private Ocean
California
$11.8K
ECM
3779
Everence Capital Management
Indiana
$11.8K
PWM
3780
Partnership Wealth Management
Maryland
$11.5K
CWM
3781
Cranbrook Wealth Management
Michigan
$10.3K
MFT
3782
Moisand Fitzgerald Tamayo
Florida
$7.37K -$526 -2 -7%
SA
3783
SRH Advisors
Kansas
$7.35K
LIM
3784
Longfellow Investment Management
Massachusetts
$7.35K
RWM
3785
Ruedi Wealth Management
Illinois
$6.82K +$6.82K +26 New
MIM
3786
Macroview Investment Management
Maryland
$6.56K +$3.15K +12 +92%
TWD
3787
True Wealth Design
Ohio
$6.3K
FIA
3788
FPC Investment Advisory
California
$6K
SWM
3789
Sanctuary Wealth Management
Idaho
$5.51K +$3.68K +14 +200%
PS
3790
PayPay Securities
Japan
$5.25K -$787 -3 -13%
PPWM
3791
PFG Private Wealth Management
Florida
$4.72K
CC
3792
Cultivar Capital
Texas
$3.41K +$3.41K +13 New
SHIM
3793
Stone House Investment Management
Pennsylvania
$3.15K +$3.15K +12 New
VF
3794
VitalStone Financial
Texas
$3.02K +$2.52K +10 +500%
MBFW
3795
Morton Brown Family Wealth
Pennsylvania
$2.69K
RCM
3796
Richardson Capital Management
Wisconsin
$2.63K +$2.63K +10 New
FHC
3797
First Heartland Consultants
Missouri
$2.31K +$33 +124 +1%
GWM
3798
Guardian Wealth Management
Illinois
$2.13K
TJHA
3799
Thomas J. Herzfeld Advisors
Florida
$2.1K +$2.1K +8 New
OBWP
3800
O'Brien Wealth Partners
Massachusetts
$1.84K -$3.67K -14 -67%