V icon

Visa
V

Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.07B
2
Jane Street
Jane Street
New York
+$1.04B
3
Capital World Investors
Capital World Investors
California
+$990M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$730M
5
UBS AM
UBS AM
Illinois
+$705M

Top Sellers

1
Viking Global Investors
Viking Global Investors
Connecticut
-$1.77B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$767M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$685M
4
Morgan Stanley
Morgan Stanley
New York
-$549M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$542M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
876
Covington Investment Advisors
Pennsylvania
$14.7M -$830K -3,162 -5%
RSVP
877
Ramsay Stattman Vela & Price
Colorado
$14.6M +$3.68K +14 +0%
OFS
878
OMC Financial Services
New York
$14.6M -$122K -466 -0.8%
CIA
879
CCM Investment Advisers
South Carolina
$14.6M -$58K -221 -0.4%
AWM
880
Apollon Wealth Management
South Carolina
$14.6M +$624K +2,379 +4%
DWT
881
Dorsey & Whitney Trust
South Dakota
$14.5M +$947K +3,609 +7%
PWP
882
Perfromance Wealth Partners
Illinois
$14.5M -$38.3M -146,105 -73%
TF
883
Threadgill Financial
Texas
$14.5M +$1.37M +5,202 +10%
CWM
884
Cabot Wealth Management
Massachusetts
$14.4M -$242K -923 -2%
BG
885
BDF Gestion
France
$14.3M +$14.3M +54,666 New
AJ
886
Ashburton (Jersey)
Jersey
$14.3M +$14.3M +54,502 New
SAM
887
Sawgrass Asset Management
Florida
$14.3M -$214K -817 -1%
RCWMU
888
Rothschild & Co Wealth Management (UK)
United Kingdom
$14.3M -$293K -1,116 -2%
CTC (Chicago Trading Company)
889
CTC (Chicago Trading Company)
Illinois
$14.3M +$14M +53,256 +4,696%
TSS
890
Two Sigma Securities
New York
$14.3M -$4.82M -18,370 -25%
BSI
891
Bennett Selby Investments
Maine
$14.3M +$90.8K +346 +0.6%
SWIG
892
Strategic Wealth Investment Group
Kentucky
$14.3M +$14.3M +54,160 New
AHC
893
Anderson Hoagland & Co
Missouri
$14.2M +$7.43K +28 +0.1%
PMG
894
ProVise Management Group
Florida
$14.2M +$367K +1,397 +3%
AWM
895
Axxcess Wealth Management
California
$14.2M -$1.31M -5,008 -8%
IGGA
896
Iron Gate Global Advisors
Utah
$14.2M +$1.04M +3,960 +8%
LIM
897
Letson Investment Management
Georgia
$14.2M +$124K +473 +0.9%
PRIG
898
Payden & Rygel Investment Group
California
$14.2M -$12.8M -48,600 -47%
PR
899
Payden & Rygel
California
$14.2M -$12.8M -48,600 -47%
CPIM
900
Coalescence Partners Investment Management
New York
$14.2M – – –
34 35
36
37 38