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 %
PCM
1376
Poehling Capital Management
Wisconsin
$5.94M -$62.7K -239 -1%
B
1377
Bensler
Washington
$5.94M +$171K +651 +3%
EAM
1378
EFG Asset Management
Oregon
$5.93M -$233K -890 -4%
BDA
1379
Borer Denton & Associates
Pennsylvania
$5.92M
AIMA
1380
Ables Iannone Moore & Associates
Georgia
$5.91M -$15.5K -59 -0.3%
VF
1381
Virtu Financial
New York
$5.86M +$5.16M +19,652 +735%
PM
1382
Phraction Management
Connecticut
$5.85M -$23.4K -89 -0.4%
AI
1383
AXS Investments
New York
$5.84M -$1.45M -5,515 -20%
PIA
1384
Petredis Investment Advisors
Pennsylvania
$5.81M -$1.84K -7 -0%
RWM
1385
Rockline Wealth Management
New York
$5.79M +$420K +1,600 +8%
CNBTD
1386
Citizens National Bank Trust Department
Mississippi
$5.79M +$178K +679 +3%
AF
1387
Ally Financial
Michigan
$5.77M +$1.57M +6,000 +38%
ACP
1388
Aviance Capital Partners
Florida
$5.75M +$116K +442 +2%
MCCP
1389
Mission Creek Capital Partners
California
$5.75M +$1.14M +4,357 +25%
EIA
1390
Eastover Investment Advisors
North Carolina
$5.75M +$137K +511 +2%
TIP
1391
Torray Investment Partners
Maryland
$5.73M -$895K -3,410 -13%
RWM
1392
RBA Wealth Management
California
$5.73M +$61.4K +234 +1%
TCA
1393
Trifecta Capital Advisors
Illinois
$5.72M +$171K +653 +3%
HKIM
1394
Hayek Kallen Investment Management
Alabama
$5.71M +$50.4K +192 +0.9%
AAS
1395
Ameritas Advisory Services
Nebraska
$5.71M +$163K +621 +3%
ECM
1396
Evergreen Capital Management
Washington
$5.7M +$153K +582 +3%
SC
1397
Sawyer & Company
Massachusetts
$5.7M -$22.8K -87 -0.4%
SWA
1398
SFMG Wealth Advisors
Texas
$5.68M +$32K +122 +0.6%
SFA
1399
Souders Financial Advisors
Ohio
$5.67M +$71.4K +272 +1%
SWM
1400
SFG Wealth Management
Maryland
$5.66M