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 %
PGAM
1276
Princeton Global Asset Management
New Jersey
$6.9M +$683K +2,602 +11%
NP
1277
NorthRock Partners
Minnesota
$6.9M +$334K +1,271 +5%
AWP
1278
Ascent Wealth Partners
New York
$6.89M +$138K +527 +2%
TWP
1279
Tyche Wealth Partners
Texas
$6.89M -$80.3K -306 -1%
JAM
1280
JCIC Asset Management
Ontario, Canada
$6.88M -$57K -217 -0.8%
TPA
1281
Trivium Point Advisory
Connecticut
$6.87M +$46.7K +178 +0.7%
DEA
1282
DoubleLine ETF Adviser
Florida
$6.86M -$325K -1,238 -5%
SC
1283
Scholtz & Company
Connecticut
$6.84M -$21.5K -82 -0.3%
BCWM
1284
Bartlett & Co Wealth Management
Ohio
$6.83M +$35.4K +135 +0.5%
CCA
1285
Covey Capital Advisors
Georgia
$6.82M +$95K +362 +1%
RCM
1286
RB Capital Management
Nevada
$6.82M +$68K +259 +1%
ECML
1287
Eagle Capital Management (Louisiana)
Louisiana
$6.81M -$50.1K -191 -0.7%
BWS
1288
Buck Wealth Strategies
Colorado
$6.81M +$6.81M +25,951 New
FAIM
1289
Financial Advocates Investment Management
Washington
$6.78M +$501K +1,907 +8%
KJHP
1290
K.J. Harrison & Partners
Ontario, Canada
$6.77M -$8.92K -34 -0.1%
FFWA
1291
FRG Family Wealth Advisors
Washington
$6.77M -$258 -1 -0%
LOPW
1292
Live Oak Private Wealth
North Carolina
$6.76M +$206K +785 +3%
CWM
1293
CMH Wealth Management
New Hampshire
$6.75M -$178K -678 -3%
BFW
1294
Brady Family Wealth
Missouri
$6.75M +$50.7K +193 +0.8%
WANY
1295
Wealthspire Advisors (New York)
New York
$6.73M +$1.19M +4,533 +21%
HR
1296
Howe & Rusling
New York
$6.73M -$224K -853 -3%
FTC
1297
Farmers Trust Company
Ohio
$6.72M -$31.2K -119 -0.5%
FSA
1298
Fort Sheridan Advisors
Illinois
$6.71M +$396K +1,509 +6%
WI
1299
Wintrust Investments
Illinois
$6.68M +$53K +202 +0.8%
SFP
1300
Shepherd Financial Partners
Massachusetts
$6.65M +$25.7K +98 +0.4%