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 %
AFWM
1176
AMJ Financial Wealth Management
Virginia
$8.42M +$144K +548 +2%
CAM
1177
ClariVest Asset Management
California
$8.4M -$73K -278 -0.9%
DIM
1178
DLK Investment Management
California
$8.37M +$27.3K +104 +0.3%
IWA
1179
Icon Wealth Advisors
Texas
$8.36M +$1.11M +4,169 +15%
FB
1180
Fulton Bank
Pennsylvania
$8.36M -$419K -1,596 -5%
AAM
1181
Azzad Asset Management
Virginia
$8.32M +$190K +724 +2%
HWA
1182
HCR Wealth Advisors
California
$8.32M -$18.6K -71 -0.2%
DAS
1183
Diversify Advisory Services
Utah
$8.3M -$831K -3,132 -9%
GGI
1184
GPM Growth Investors
Michigan
$8.28M +$8.28M +31,553 New
KHLMTHM
1185
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.27M
SFS
1186
Sowell Financial Services
Arkansas
$8.26M -$22K -84 -0.3%
CWM
1187
Concentric Wealth Management
California
$8.24M +$108K +411 +1%
WCM
1188
Wisconsin Capital Management
Wisconsin
$8.22M -$23.4K -89 -0.3%
RDWM
1189
Red Door Wealth Management
Tennessee
$8.18M +$553K +2,108 +7%
RIL
1190
Rothschild Investment LLC
Illinois
$8.18M +$170K +647 +2%
CWM
1191
Chronos Wealth Management
Florida
$8.13M +$69.8K +266 +0.9%
JFGIW
1192
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.11M +$4.1M +15,605 +102%
SPC
1193
Spirepoint Private Client
Florida
$8.1M +$118K +449 +1%
SS
1194
Sunbelt Securities
Texas
$8.07M -$157K -600 -2%
HCA
1195
Harbour Capital Advisors
Virginia
$8.06M +$18.4K +70 +0.2%
P
1196
&Partners
Tennessee
$7.96M +$3.92M +14,933 +97%
CA
1197
Claar Advisors
New York
$7.94M
CT
1198
Colonial Trust
South Carolina
$7.91M +$306K +1,167 +4%
PCTC
1199
Perkins Coie Trust Company
Washington
$7.9M -$354K -1,350 -4%
WTFG
1200
Wells Trecaso Financial Group
Ohio
$7.88M +$39.1K +149 +0.5%