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 %
MADR
1501
Milestones Administradora de Recursos
Brazil
$4.87M
BIM
1502
Baldwin Investment Management
Pennsylvania
$4.87M -$85.3K -325 -2%
CGIM
1503
Capital Group Investment Management
Singapore
$4.87M -$685K -2,608 -12%
FNBOMD
1504
First National Bank of Mount Dora
Florida
$4.85M -$76.1K -290 -2%
FFA
1505
First Foundation Advisors
California
$4.85M -$110K -418 -2%
AIM
1506
Aigen Investment Management
New York
$4.84M +$4.84M +18,454 New
OCA
1507
Otter Creek Advisors
Florida
$4.84M +$735K +2,800 +18%
KWM
1508
Keebeck Wealth Management
Illinois
$4.83M -$166K -631 -3%
CF
1509
Centaurus Financial
California
$4.83M +$2.03M +7,734 +73%
TVWM
1510
Tower View Wealth Management
Wisconsin
$4.82M +$15K +57 +0.3%
RWA
1511
Roberts Wealth Advisors
California
$4.82M +$8.49K +32 +0.2%
SCM
1512
Stevens Capital Management
Pennsylvania
$4.82M +$3.35M +12,759 +228%
MLIC
1513
Mandatum Life Insurance Company
Finland
$4.8M -$45.4K -173 -0.9%
PA
1514
Prossimo Advisors
California
$4.8M +$138K +526 +3%
BRCM
1515
Bright Rock Capital Management
Massachusetts
$4.79M
DI
1516
Diligent Investors
California
$4.78M -$196K -746 -4%
BCFS
1517
Butensky & Cohen Financial Security
Florida
$4.78M +$49.3K +188 +1%
SGA
1518
Strategic Global Advisors
California
$4.76M -$159K -606 -3%
ST
1519
Sabal Trust
Florida
$4.74M +$23.4K +89 +0.5%
NC
1520
NBW Capital
Massachusetts
$4.73M -$4.99K -19 -0.1%
CGL
1521
Clarius Group LLC
Washington
$4.73M +$211K +802 +5%
LSPW
1522
Lake Street Private Wealth
Illinois
$4.73M -$721K -2,745 -13%
RVPG
1523
Relative Value Partners Group
$4.73M +$4.28M +16,289 +949%
BG
1524
Bollard Group
Massachusetts
$4.72M +$212K +806 +5%
AFCM
1525
Applied Finance Capital Management
Puerto Rico
$4.7M +$4.7M +17,897 New