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 %
SWA
1076
Stratos Wealth Advisors
Ohio
$9.9M +$1.36M +5,179 +16%
P
1077
Pitcairn
Pennsylvania
$9.89M +$514K +1,959 +5%
CIA
1078
Capital Investment Advisors
Georgia
$9.89M +$1.78M +6,799 +22%
FA
1079
Fagan Associates
New York
$9.87M +$59.3K +226 +0.6%
LT
1080
Legacy Trust
Michigan
$9.86M -$44.6K -170 -0.5%
M
1081
MOTCO
Texas
$9.83M +$178K +679 +2%
CPIG
1082
Chicago Partners Investment Group
Illinois
$9.82M -$197K -749 -2%
OAM
1083
Ostrum Asset Management
France
$9.79M -$215K -821 -2%
CC
1084
Cadinha & Co
Hawaii
$9.78M -$8.36M -31,848 -46%
NAM
1085
NorthCrest Asset Manangement
Minnesota
$9.76M +$234K +891 +2%
PCIG
1086
Partners Capital Investment Group
Massachusetts
$9.72M +$4.2M +15,880 +76%
RCP
1087
Rothschild Capital Partners
New York
$9.7M
AA
1088
Ancora Advisors
Ohio
$9.69M +$210K +801 +2%
NIM
1089
Nicollet Investment Management
Minnesota
$9.68M -$151K -576 -2%
RSWM
1090
Robertson Stephens Wealth Management
California
$9.66M +$116K +442 +1%
AP
1091
Americana Partners
Texas
$9.66M +$616K +2,346 +7%
PJSIMP
1092
P.J. Schmidt Investment Management (PJS)
Wisconsin
$9.66M +$33.1K +126 +0.3%
WAP
1093
Wealthcare Advisory Partners
Pennsylvania
$9.63M +$601K +2,290 +7%
TCA
1094
Transcend Capital Advisors
New Jersey
$9.63M +$2.07M +7,873 +27%
BWM
1095
Bulltick Wealth Management
Florida
$9.6M -$3.68K -14 -0%
CCWM
1096
Cassaday & Co Wealth Management
Virginia
$9.58M +$19.2K +73 +0.2%
CCM
1097
Cohen Capital Management
California
$9.57M +$49.6K +189 +0.5%
DCM
1098
Donaldson Capital Management
Indiana
$9.57M +$584K +2,225 +7%
BCM
1099
Brookstone Capital Management
Illinois
$9.53M +$2.04M +7,488 +27%
SWP
1100
Strategic Wealth Partners
Ohio
$9.53M -$235K -896 -2%