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 %
CCM
1301
Condor Capital Management
New Jersey
$6.64M -$245K -932 -4%
NG
1302
NatWest Group
United Kingdom
$6.63M -$2.37M -9,043 -26%
MWM
1303
Meridian Wealth Management
Kentucky
$6.63M +$6.63M +25,248 New
HSA
1304
HBK Sorce Advisory
Pennsylvania
$6.63M -$9.71K -37 -0.1%
PI
1305
PEAK6 Investments
Illinois
$6.6M +$6.6M +25,163 New
MWA
1306
Meridian Wealth Advisors
Texas
$6.6M +$59.8K +228 +0.9%
MGAM
1307
McGowan Group Asset Management
Texas
$6.6M +$116K +442 +2%
BB
1308
Berkshire Bank
Massachusetts
$6.59M -$264K -1,007 -4%
KP
1309
Keel Point
Alabama
$6.58M +$536K +2,060 +9%
LMIM
1310
Lockheed Martin Investment Management
Maryland
$6.57M -$236K -900 -3%
CCT
1311
Capital City Trust
Florida
$6.57M -$45.4K -173 -0.7%
SIM
1312
Stratos Investment Management
Ohio
$6.57M -$846K -3,224 -11%
SCM
1313
Shorepath Capital Management
Utah
$6.57M +$206K +783 +3%
IB
1314
Intrust Bank
Kansas
$6.55M -$52.5K -200 -0.8%
HPIA
1315
Hamilton Point Investment Advisors
North Carolina
$6.51M +$171K +650 +3%
MMA
1316
Miracle Mile Advisors
California
$6.51M +$106K +404 +2%
FTWA
1317
Fifth Third Wealth Advisors
Ohio
$6.45M +$4.2M +16,018 +187%
BCM
1318
BlueMar Capital Management
Florida
$6.44M -$842K -3,208 -12%
FVWA
1319
Foster Victor Wealth Advisors
South Carolina
$6.44M +$6.44M +23,928 New
GAAM
1320
Guinness Atkinson Asset Management
California
$6.44M
CIP
1321
Chartwell Investment Partners
Pennsylvania
$6.42M +$151K +574 +2%
BCA
1322
Bray Capital Advisors
Florida
$6.42M -$88.5K -337 -1%
MIC
1323
Means Investment Company
Maine
$6.41M +$25.7K +98 +0.4%
PWM
1324
Purus Wealth Management
California
$6.41M +$294K +1,121 +5%
ACA
1325
Atlas Capital Advisors
Wyoming
$6.4M +$5.91M +22,534 +1,208%