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 %
SWM
3876
Soundmark Wealth Management
Washington
-$254K -911 Closed
MAG
3877
Mayfair Advisory Group
Alabama
-$248K -888 Closed
CIS
3878
Custom Index Systems
New York
-$248K -887 Closed
CCIA
3879
Campbell & Co Investment Adviser
Maryland
-$246K -883 Closed
OCM
3880
Orleans Capital Management
Louisiana
-$246K -880 Closed
HFS
3881
Heritage Financial Services
Massachusetts
-$241K -864 Closed
OL
3882
Owen LaRue
Kentucky
-$234K -840 Closed
RIM
3883
Reliant Investment Management
Tennessee
-$221K -793 Closed
STB
3884
S&T Bank
Pennsylvania
-$220K -789 Closed
IW
3885
Instrumental Wealth
Florida
-$213K -786 Closed
BCM
3886
Birmingham Capital Management
Alabama
-$216K -775 Closed
MCM
3887
Mengis Capital Management
Oregon
-$216K -775 Closed
ACA
3888
Aspire Capital Advisors
Washington
-$214K -767 Closed
CCM
3889
CAAS Capital Management
New York
-$214K -767 Closed
VR
3890
Valued Retirements
Texas
-$212K -760 Closed
KCM
3891
Kendall Capital Management
Maryland
-$212K -758 Closed
PWA
3892
Providence Wealth Advisors
Illinois
-$211K -758 Closed
SM
3893
Sensible Money
Arizona
-$210K -753 Closed
TFO
3894
Tarbox Family Office
California
-$210K -753 Closed
CMS
3895
Capital Market Strategies
Florida
-$210K -752 Closed
KLI
3896
Kelman-Lazarov Inc
Tennessee
-$209K -750 Closed
ODFS
3897
O'Donnell Financial Services
California
-$208K -747 Closed
MA
3898
MAS Advisors
Florida
-$208K -747 Closed
VFG
3899
V2 Financial group
Illinois
-$208K -746 Closed
EWM
3900
Edge Wealth Management
New York
-$208K -745 Closed