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 %
RFWA
1251
RPg Family Wealth Advisory
Massachusetts
$7.33M -$57.5K -219 -0.8%
DJSG
1252
D.J. St. Germain
Massachusetts
$7.31M +$30.4K +116 +0.4%
TAMH
1253
Taikang Asset Management (HK)
Hong Kong
$7.29M +$1.1M +4,200 +18%
HIC
1254
Hartline Investment Corp
Illinois
$7.28M +$5.23M +19,941 +256%
EFS
1255
Essex Financial Services
Connecticut
$7.24M +$1.18M +4,526 +19%
KWA
1256
Kingswood Wealth Advisors
California
$7.22M +$510K +1,942 +8%
IB
1257
Iyo Bank
Japan
$7.18M
VAS
1258
Valicenti Advisory Services
New York
$7.15M -$9.19K -35 -0.1%
VSQM
1259
V-Square Quantitative Management
Illinois
$7.15M +$78K +297 +1%
TPCM
1260
Templeton & Phillips Capital Management
Tennessee
$7.14M
CHC
1261
City Holding Co
West Virginia
$7.13M +$63.5K +242 +0.9%
HCM
1262
Harvey Capital Management
Florida
$7.11M +$415K +1,580 +6%
VIP
1263
Vantage Investment Partners
Missouri
$7.1M -$371K -1,413 -5%
MAS
1264
Meeder Advisory Services
Ohio
$7.1M +$2.27M +8,656 +47%
WIA
1265
World Investment Advisors
California
$7.08M +$5.24M +19,963 +285%
CI
1266
Conning Inc
Connecticut
$7.08M -$277K -1,056 -4%
DFA
1267
Delta Financial Advisors
Louisiana
$7.03M +$14.7K +56 +0.2%
SC
1268
Settian Capital
New York
$7.01M
SW
1269
SlateStone Wealth
Florida
$7M -$85K -324 -1%
BCFD
1270
Boit C.F. David
$6.99M
LWMM
1271
Legacy Wealth Management (Mississippi)
Mississippi
$6.99M -$91.9K -350 -1%
IIM
1272
Ipswich Investment Management
Massachusetts
$6.98M -$20.5K -78 -0.3%
PCP
1273
Proficio Capital Partners
Massachusetts
$6.95M +$120K +458 +2%
GC
1274
Gratus Capital
Georgia
$6.95M +$2.64M +10,061 +61%
GIM
1275
Goelzer Investment Management
Indiana
$6.92M -$87.7K -334 -1%