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 %
TCM
1001
Traynor Capital Management
Pennsylvania
$11.4M +$510K +1,943 +5%
GLR
1002
Great Lakes Retirement
Ohio
$11.4M +$261K +994 +2%
BFC
1003
Blue Fin Capital
Rhode Island
$11.4M +$74.8K +285 +0.7%
FIA
1004
Foundations Investment Advisors
Arizona
$11.4M +$376K +1,434 +3%
BCMO
1005
Buckingham Capital Management (Ohio)
Ohio
$11.4M +$11K +42 +0.1%
CI
1006
CX Institutional
Indiana
$11.4M +$142K +542 +1%
AIP
1007
Alapocas Investment Partners
Massachusetts
$11.4M +$141K +537 +1%
BIC
1008
Beach Investment Counsel
Pennsylvania
$11.3M -$81.9K -312 -0.7%
VCA
1009
Verdence Capital Advisors
Maryland
$11.3M +$289K +1,102 +3%
PIM
1010
Plato Investment Management
Australia
$11.3M +$419K +1,596 +4%
WB
1011
Webster Bank
Connecticut
$11.2M -$156K -596 -1%
CUAMC
1012
China Universal Asset Management Company
China
$11.2M -$1.98M -7,528 -15%
TPCW
1013
TD Private Client Wealth
New York
$11.2M -$3.17M -12,093 -22%
ROC
1014
Running Oak Capital
Minnesota
$11.2M +$739K +2,817 +7%
CC
1015
Courier Capital
New York
$11.1M -$2.1K -8 -0%
EF
1016
Empirical Finance
Pennsylvania
$11.1M -$906K -3,451 -8%
GRP
1017
Global Retirement Partners
California
$11M +$3.11M +11,866 +39%
MC
1018
Miramar Capital
Illinois
$11M +$3.4M +12,945 +45%
AAM
1019
Auxier Asset Management
Oregon
$10.9M
CWP
1020
CFM Wealth Partners
Texas
$10.9M +$802K +3,057 +8%
PCM
1021
Parsons Capital Management
Rhode Island
$10.9M -$26K -99 -0.2%
CCMT
1022
CMT Capital Markets Trading
Germany
$10.9M +$9.84M +37,474 +968%
PG
1023
Patten Group
Tennessee
$10.8M +$94.8K +361 +0.9%
CFSG
1024
Community Financial Services Group
Vermont
$10.8M -$6.3K -24 -0.1%
CSPIA
1025
Cary Street Partners Investment Advisory
Virginia
$10.8M +$5.54M +21,104 +104%