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 %
OHWP
1426
Oak Harbor Wealth Partners
North Carolina
$5.46M +$3.67K +14 +0.1%
FFAM
1427
Forge First Asset Management
Canada
$5.46M +$5.09M +19,400 +1,388%
FMN
1428
Financial Management Network
California
$5.45M +$49.5K +183 +0.9%
BDL
1429
Bey-Douglas LLC
Georgia
$5.45M +$63.4K +236 +1%
HI
1430
Harbour Investments
Wisconsin
$5.45M -$9.97K -38 -0.2%
VWM
1431
Venturi Wealth Management
Texas
$5.44M +$846K +3,222 +18%
JAG
1432
Journey Advisory Group
Kentucky
$5.43M +$48.8K +186 +0.9%
SVWAG
1433
Sound View Wealth Advisors Group
Georgia
$5.42M +$181K +690 +3%
HVP
1434
Hudson Value Partners
Florida
$5.42M -$23.1K -88 -0.4%
FWM
1435
Fairhaven Wealth Management
Illinois
$5.4M +$64.6K +246 +1%
CWS
1436
Confluence Wealth Services
Pennsylvania
$5.38M +$197K +750 +4%
SIA
1437
Sage Investment Advisers
New York
$5.38M -$419K -1,595 -7%
FHB
1438
First Hawaiian Bank
Hawaii
$5.37M -$1.92M -7,315 -26%
HDIM
1439
Hanson & Doremus Investment Management
Vermont
$5.37M +$170K +646 +3%
CAM
1440
Carret Asset Management
New York
$5.37M +$6.56K +25 +0.1%
AWM
1441
Avitas Wealth Management
California
$5.35M -$101K -385 -2%
AG
1442
AlTi Global
New York
$5.35M +$60.9K +232 +1%
CT
1443
Chicago Trust
Illinois
$5.33M +$541K +2,060 +11%
CF
1444
Clarity Financial
Texas
$5.32M -$4.98M -18,977 -48%
PWS
1445
Peterson Wealth Services
Utah
$5.31M +$72.7K +277 +1%
GPTE
1446
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.28M
AF
1447
Arrow Financial
New York
$5.27M -$453K -1,725 -8%
WAS
1448
Winch Advisory Services
Wisconsin
$5.26M +$63K +240 +1%
AT
1449
American Trust
Kentucky
$5.26M -$294K -1,121 -5%
CAC
1450
Core Alternative Capital
Georgia
$5.26M +$97.6K +372 +2%