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 %
Empower Advisory Group
1576
Empower Advisory Group
Colorado
$4.4M -$117K -444 -3%
WKWM
1577
Walter & Keenan Wealth Management
Indiana
$4.39M +$37.5K +143 +0.9%
FCM
1578
Fairbanks Capital Management
California
$4.38M +$28.1K +107 +0.6%
OLA
1579
Oliver Luxxe Assets
New Jersey
$4.38M +$525 +2 +0%
KTM
1580
Keeler Thomas Management
Utah
$4.35M -$19.9K -76 -0.5%
SCM
1581
Schnieders Capital Management
California
$4.34M +$105K +400 +2%
CWM
1582
Connecticut Wealth Management
Connecticut
$4.33M +$113K +431 +3%
CI
1583
Cigna Investments
Connecticut
$4.32M -$99.5K -379 -2%
AWA
1584
Arkadios Wealth Advisors
Georgia
$4.32M +$880K +3,352 +26%
CCG
1585
Cloverfields Capital Group
Minnesota
$4.32M +$197K +751 +5%
FGP
1586
Foyston, Gordon, & Payne
Ontario, Canada
$4.31M +$1.38M +5,254 +47%
SWM
1587
Sendero Wealth Management
Texas
$4.31M -$1.14M -4,340 -21%
SCM
1588
Seascape Capital Management
New Hampshire
$4.3M +$15.5K +59 +0.4%
CDH
1589
Charles D. Hyman
$4.3M
CCA
1590
Checchi Capital Advisers
California
$4.29M +$48.6K +185 +1%
HIP
1591
Harrell Investment Partners
Texas
$4.29M +$28.9K +110 +0.7%
GWMR
1592
GC Wealth Management RIA
Massachusetts
$4.27M +$282K +1,075 +7%
HB
1593
HTLF Bank
Colorado
$4.27M -$151K -576 -3%
TCWA
1594
Turtle Creek Wealth Advisors
Texas
$4.25M +$980K +3,735 +30%
NAM
1595
NTV Asset Management
West Virginia
$4.22M -$95.3K -363 -2%
CAAS
1596
Capital Asset Advisory Services
Michigan
$4.22M +$110K +415 +3%
IIA
1597
ICW Investment Advisors
Arizona
$4.22M -$64.8K -247 -2%
NCGI
1598
Next Century Growth Investors
Minnesota
$4.2M -$11K -42 -0.3%
VSAM
1599
Value Star Asset Management
Hong Kong
$4.2M +$1.57M +6,000 +60%
NC
1600
Northcape Capital
Australia
$4.2M +$719K +2,740 +21%