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 %
BST
1476
Bath Savings Trust
Maine
$5.05M +$18.4K +70 +0.4%
SW
1477
SteelPeak Wealth
California
$5.04M +$1.18M +4,477 +30%
WPW
1478
Waldron Private Wealth
Pennsylvania
$5.04M -$123K -470 -2%
WBC
1479
West Branch Capital
Massachusetts
$5.02M +$61.4K +234 +1%
LA
1480
LVW Advisors
New York
$5.02M +$33.6K +128 +0.7%
ISB
1481
Iowa State Bank
Iowa
$5.01M +$154K +586 +3%
TCOK
1482
Trust Company of Kansas
Kansas
$5.01M +$8.14K +31 +0.2%
HAM
1483
Harmony Asset Management
Arizona
$5M -$238K -907 -5%
BA
1484
Bridgewater Advisors
New York
$5M +$5M +19,692 New
STA
1485
Summit Trail Advisors
New York
$5M +$31K +118 +0.6%
BKA
1486
Brick & Kyle Associates
Pennsylvania
$5M +$245K +935 +5%
KM
1487
KP Management
Minnesota
$4.99M
AG
1488
Artal Group
Luxembourg
$4.99M +$4.33M +16,500 +660%
MFIM
1489
Mesirow Financial Investment Management
Illinois
$4.98M -$2.95M -11,203 -37%
BEC
1490
Blue Edge Capital
Virginia
$4.98M -$18.9K -72 -0.4%
TFA
1491
Transamerica Financial Advisors
Florida
$4.97M
PT
1492
Plimoth Trust
Massachusetts
$4.94M +$56.7K +216 +1%
CA
1493
Cornerstone Advisory
Maryland
$4.94M +$195K +742 +4%
LMKC
1494
L.M. Kohn & Company
Ohio
$4.93M -$7.87K -30 -0.2%
JIP
1495
Jaffetilchin Investment Partners
Florida
$4.93M +$76.1K +290 +2%
HAS
1496
HBW Advisory Services
California
$4.93M +$48K +183 +1%
HCM
1497
Highview Capital Management
Illinois
$4.92M +$193K +734 +4%
TAM
1498
Trust Asset Management
Texas
$4.92M
SIAG
1499
Signet Investment Advisory Group
Rhode Island
$4.92M +$54.6K +208 +1%
CWM
1500
Centric Wealth Management
Illinois
$4.89M +$147K +568 +3%