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 %
LW
1051
Linscomb Wealth
Texas
$10.5M +$216K +823 +2%
WIC
1052
WealthBridge Investment Counsel
Alberta, Canada
$10.4M -$118K -450 -1%
HT
1053
Heritage Trust
Oklahoma
$10.4M +$70.9K +270 +0.7%
TS
1054
Tamar Securities
California
$10.4M -$51.2K -195 -0.5%
EWM
1055
Evercore Wealth Management
New York
$10.4M -$188K -717 -2%
LS
1056
Livforsakringsbolaget Skandia
Sweden
$10.3M -$210K -800 -2%
NIG
1057
NFJ Investment Group
Texas
$10.3M -$1.31M -4,996 -11%
MIA
1058
MMBG Investment Advisors
Florida
$10.3M +$19.2K +73 +0.2%
JSA
1059
Jacobson & Schmitt Advisors
Wisconsin
$10.2M +$539K +2,052 +6%
AAF
1060
Andra AP-fonden
Sweden
$10.2M +$761K +2,900 +8%
PWP
1061
Principle Wealth Partners
Connecticut
$10.2M -$97.1K -370 -0.9%
BOH
1062
Bank of Hawaii
Hawaii
$10.2M -$238K -906 -2%
GWM
1063
GDS Wealth Management
Texas
$10.2M +$1.22M +4,632 +14%
SNB
1064
Security National Bank
Nebraska
$10.1M -$33.9K -129 -0.3%
CWG
1065
Cornerstone Wealth Group
North Carolina
$10.1M +$544K +2,072 +6%
PA
1066
Perennial Advisors
New York
$10.1M +$153K +584 +2%
SWC
1067
Spectrum Wealth Counsel
Indiana
$10.1M -$415K -1,582 -4%
FWTB
1068
First Western Trust Bank
Colorado
$10.1M -$1.36M -5,175 -12%
AAMA
1069
Advanced Asset Management Advisors
Ohio
$10M
AIP
1070
Ameritas Investment Partners
Nebraska
$9.99M -$63K -240 -0.6%
MCM
1071
Maytus Capital Management
New York
$9.97M +$9.97M +38,000 New
DAS
1072
Dynamic Advisor Solutions
Arizona
$9.95M -$97.4K -371 -1%
HIP
1073
HUB Investment Partners
Texas
$9.92M +$674K +2,566 +7%
CCM
1074
Consolidated Capital Management
California
$9.91M +$218K +829 +2%
PPA
1075
Painted Porch Advisors
California
$9.91M -$47.8K -182 -0.5%