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 %
QI
1401
Qtron Investments
Massachusetts
$5.66M
IAIM
1402
International Assets Investment Management
Florida
$5.66M -$351K -1,336 -6%
BFA
1403
Benedict Financial Advisors
Georgia
$5.65M +$60.4K +230 +1%
TSW
1404
Thompson Siegel & Walmsley
Virginia
$5.64M +$558K +2,128 +11%
WA
1405
Wambolt & Associates
Colorado
$5.64M +$346K +1,315 +7%
UF
1406
Univest Financial
Pennsylvania
$5.63M -$122K -464 -2%
FMTC
1407
Farmers & Merchants Trust Company
California
$5.63M +$275K +1,046 +5%
MSAM
1408
Moloney Securities Asset Management
Missouri
$5.63M -$105K -399 -2%
GM
1409
GeoWealth Management
Illinois
$5.62M +$1.01M +3,853 +22%
CW
1410
CreativeOne Wealth
Kansas
$5.62M -$910K -3,466 -14%
EWM
1411
Empirical Wealth Management
Washington
$5.61M -$5.25K -20 -0.1%
PP
1412
Pacifica Partners
Canada
$5.6M +$29K +108 +0.5%
KCPG
1413
Kavar Capital Partners Group
Kansas
$5.59M +$283K +1,078 +5%
MMM
1414
Mendel Money Management
Illinois
$5.57M -$82.4K -314 -1%
MCP
1415
Mirador Capital Partners
California
$5.56M +$96.1K +366 +2%
SW
1416
StrongBox Wealth
Missouri
$5.53M +$496K +1,891 +10%
CANC
1417
Culbertson A N & Co
Virginia
$5.52M -$6.56K -25 -0.1%
CAM
1418
Clio Asset Management
Virginia
$5.51M -$13.9K -53 -0.3%
WA1
1419
Wimmer Associates 1
California
$5.49M -$1.31K -5 -0%
ITFISA
1420
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$5.48M -$887K -3,379 -14%
AWAU
1421
Alliance Wealth Advisors (Utah)
Utah
$5.48M +$158K +601 +3%
GIA
1422
Gladstone Institutional Advisory
Florida
$5.47M +$469K +1,787 +9%
SIA
1423
SkyView Investment Advisors
New Jersey
$5.47M +$513K +1,954 +10%
SIAP
1424
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.46M -$6.3K -24 -0.1%
CWA
1425
Clarity Wealth Advisors
California
$5.46M -$220K -838 -4%