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 %
FGA
1451
Fortis Group Advisors
New Jersey
$5.26M -$2.96M -11,294 -36%
GCM
1452
Glynn Capital Management
California
$5.25M
OWP
1453
Obermeyer Wealth Partners
Colorado
$5.25M +$65.6K +250 +1%
GWM
1454
Geneos Wealth Management
Colorado
$5.25M +$122K +466 +2%
LWM
1455
Liberty Wealth Management
California
$5.23M +$1.31M +6,342 +33%
ECM
1456
EagleClaw Capital Management
Massachusetts
$5.22M +$30.2K +115 +0.6%
SCM
1457
Spring Capital Management
Texas
$5.22M +$413K +1,741 +9%
HI
1458
Horizon Investments
North Carolina
$5.2M -$4.61M -17,600 -47%
WDA
1459
Wendell David Associates
New Hampshire
$5.2M -$28.6K -109 -0.5%
STAS
1460
Strong Tower Advisory Services
Minnesota
$5.19M +$693K +2,641 +15%
HWA
1461
Heritage Wealth Advisors
Virginia
$5.18M -$66.9K -255 -1%
SAM
1462
SP Asset Management
California
$5.16M -$199K -757 -4%
CSA
1463
Cottage Street Advisors
Massachusetts
$5.16M -$38.8K -148 -0.7%
IRAG
1464
Investment Research & Advisory Group
Georgia
$5.14M +$35.2K +134 +0.7%
GI
1465
GLOBALT Investments
Georgia
$5.13M -$106K -404 -2%
HAIM
1466
Hunter Associates Investment Management
Pennsylvania
$5.12M -$10.5K -40 -0.2%
AMBIA
1467
Allen Mooney & Barnes Investment Advisors
Georgia
$5.12M +$8.92K +34 +0.2%
CCM
1468
Canal Capital Management
Virginia
$5.11M +$3.68K +14 +0.1%
DTL
1469
Dynamic Technology Lab
Singapore
$5.11M +$3.94K +15 +0.1%
CCT
1470
Chemung Canal Trust
New York
$5.1M +$3.41K +13 +0.1%
RCA
1471
Resonant Capital Advisors
Wisconsin
$5.08M +$151K +575 +3%
CW
1472
CIC Wealth
Maryland
$5.08M -$77.7K -296 -2%
DWM
1473
Dorchester Wealth Management
Quebec, Canada
$5.07M -$623K -2,373 -11%
LSAG
1474
Lake Street Advisors Group
New Hampshire
$5.06M -$73.2K -279 -1%
CA
1475
Crewe Advisors
Utah
$5.06M +$109K +416 +2%