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 %
JMFC
801
J.M. Forbes & Co
Massachusetts
$17.1M +$388K +1,478 +2%
EAM
802
EULAV Asset Management
Florida
$17.1M -$525K -1,999 -3%
PGDP
803
Pragma Gestao de Patrimonio
Brazil
$17.1M
TW
804
Trajan Wealth
Arizona
$17.1M +$990K +3,770 +6%
AFG
805
Albion Financial Group
Utah
$17M +$33.3K +127 +0.2%
FCBT
806
First Citizens Bank & Trust
North Carolina
$17M +$157K +598 +0.9%
CVM
807
Cheviot Value Management
California
$16.9M -$37.3K -142 -0.2%
CA
808
Clearstead Advisors
Ohio
$16.9M +$6.16M +23,471 +57%
HI
809
Hendershot Investments
Virginia
$16.9M +$202K +770 +1%
SWM
810
Segment Wealth Management
Texas
$16.8M +$282K +1,075 +2%
BCM
811
Becker Capital Management
Oregon
$16.8M +$103K +392 +0.6%
BRWA
812
B. Riley Wealth Advisors
Florida
$16.8M -$9.07M -34,556 -35%
PA
813
Procyon Advisors
Connecticut
$16.8M +$758K +2,887 +5%
COA
814
Crown Oak Advisors
California
$16.7M +$3.68K +14 +0%
JPMIA
815
J.P. Marvel Investment Advisors
Massachusetts
$16.7M
FMLI
816
Fukoku Mutual Life Insurance
Japan
$16.6M -$199K -758 -1%
SHGA
817
Sand Hill Global Advisors
California
$16.6M +$855K +3,258 +5%
H
818
HoyleCohen
California
$16.6M -$997K -3,798 -6%
SWM
819
Spire Wealth Management
Virginia
$16.5M -$2.94M -11,213 -15%
EF
820
Empowered Funds
Pennsylvania
$16.5M +$1.15M +4,390 +8%
SW
821
Simplicity Wealth
New Jersey
$16.5M +$413K +1,574 +3%
LDB
822
Lee, Danner & Bass
Tennessee
$16.5M +$16.5M +62,731 New
IMC Chicago
823
IMC Chicago
Illinois
$16.4M +$16.4M +62,550 New
HCMT
824
Highland Capital Management (Tennessee)
Tennessee
$16.4M -$2.54M -9,666 -13%
CIA
825
Concurrent Investment Advisors
Florida
$16.3M +$3.17M +12,065 +24%