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 %
CIA
3901
Cladis Investment Advisory
Montana
-$208K -744 Closed
LFGO
3902
Legacy Financial Group (Oklahoma)
Oklahoma
-$206K -738 Closed
WF
3903
Whelan Financial
California
-$205K -735 Closed
AWMG
3904
Alliance Wealth Management Group
New Jersey
-$205K -735 Closed
AMG
3905
Asset Management Group
Connecticut
-$205K -735 Closed
YAM
3906
Yacktman Asset Management
Texas
-$204K -732 Closed
BSHC
3907
Breed's Hill Capital
Massachusetts
-$204K -730 Closed
CCP
3908
Clarity Capital Partners
California
-$203K -729 Closed
WAG
3909
Wheelhouse Advisory Group
Missouri
-$203K -728 Closed
FS
3910
Financial Symmetry
North Carolina
-$203K -727 Closed
V
3911
ViaWealth
Kansas
-$202K -725 Closed
CKAIS
3912
Christensen King & Associates Investment Services
Washington
-$202K -724 Closed
GRA
3913
Golden Road Advisors
Florida
-$202K -723 Closed
MF
3914
Meridian Financial
Massachusetts
-$201K -720 Closed
NRI
3915
NFP Retirement Inc
California
-$201K -720 Closed
MUMSS
3916
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$186K -665 Closed
UID
3917
Union Investments & Development
Israel
-$174K -625 Closed
FSWA
3918
Financial Synergies Wealth Advisors
Texas
-$172K -616 Closed
CWA
3919
Core Wealth Advisors
Florida
-$114K -407 Closed
VL
3920
Vima LLC
Michigan
-$47K -209 Closed
MAM
3921
MMA Asset Management
Pennsylvania
-$46.8K -168 Closed
SC
3922
Steph & Co
Wisconsin
-$28.2K -101 Closed
TC
3923
Truvestments Capital
Florida
-$26.1K -93 Closed
EC
3924
EntryPoint Capital
New York
-$15.6K -56 Closed
BMC
3925
Bear Mountain Capital
Washington
-$10.9K -40 Closed