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 %
TW
826
TritonPoint Wealth
Maryland
$16.2M +$6.56K +25 +0%
RSS
827
Rosenblum Silverman Sutton
California
$16.2M -$99.2K -378 -0.6%
MCM
828
Makena Capital Management
California
$16.1M +$268K +1,020 +2%
EH
829
Equitable Holdings
New York
$16.1M +$2.32M +8,829 +17%
PF
830
Phoenix Financial
Israel
$16.1M +$595K +2,252 +4%
VFA
831
Valeo Financial Advisors
Indiana
$16.1M +$175K +667 +1%
FFP
832
FourThought Financial Partners
Florida
$16.1M +$772K +2,943 +5%
WC
833
Whitney & Co
New York
$16.1M -$32.8K -125 -0.2%
SCA
834
Stillwater Capital Advisors
Pennsylvania
$16M -$175K -666 -1%
FNFDCM
835
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$16M +$265K +1,011 +2%
TCOV
836
Trust Company of Vermont
Vermont
$15.9M +$273K +1,040 +2%
LGWM
837
Litman Gregory Wealth Management
California
$15.9M +$414K +1,579 +3%
BFS
838
Bradley Foster & Sargent
Connecticut
$15.9M -$10.2K -39 -0.1%
NIM
839
NEOS Investment Management
Connecticut
$15.9M +$5.01M +19,074 +46%
TCM
840
Telos Capital Management
California
$15.8M +$631K +2,405 +4%
NI
841
Nepsis Inc
Minnesota
$15.8M +$243K +924 +2%
EIA
842
Edgemoor Investment Advisors
Maryland
$15.8M +$391K +1,489 +3%
CP
843
CenterBook Partners
Connecticut
$15.7M +$6.74M +25,674 +75%
QIM
844
Quest Investment Management
Oregon
$15.7M +$127K +482 +0.8%
BFEC
845
Benjamin F. Edwards & Company
Missouri
$15.7M +$853K +3,249 +6%
PAM
846
Peak Asset Management
Colorado
$15.6M -$43.6K -166 -0.3%
FI
847
Firetrail Investments
Australia
$15.6M +$8.75M +33,324 +127%
RMSCM
848
R.M. Sincerbeaux Capital Management
New York
$15.6M -$1.23M -4,700 -7%
CAM
849
Columbia Asset Management
Michigan
$15.6M +$117K +445 +0.8%
PS
850
Principal Securities
Iowa
$15.6M +$1.78M +6,772 +13%