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 %
MWA
1601
MFA Wealth Advisors
Pennsylvania
$4.2M +$946K +3,606 +29%
AFA
1602
Abacus FCF Advisors
Florida
$4.19M -$3.08M -11,750 -42%
VIA
1603
Vickerman Investment Advisors
Washington
$4.18M -$6.82K -26 -0.2%
MCM
1604
MV Capital Management
Maryland
$4.18M +$36.7K +140 +0.9%
TCOT
1605
Trust Company of Toledo
Ohio
$4.18M +$345K +1,314 +9%
KF
1606
Krilogy Financial
Missouri
$4.17M +$461K +1,755 +12%
BOSSRA
1607
B.O.S.S. Retirement Advisors
Utah
$4.17M +$1.19M +4,528 +40%
BBP
1608
Banco BTG Pactual
Brazil
$4.16M +$2.98M +11,194 +250%
EWA
1609
EverSource Wealth Advisors
Alabama
$4.15M +$873K +3,284 +27%
WAC
1610
William Allan Corp
Colorado
$4.14M +$65.9K +251 +2%
Wolverine Trading
1611
Wolverine Trading
Illinois
$4.14M +$248K +943 +6%
SFG
1612
Sowa Financial Group
Rhode Island
$4.14M -$148K -564 -3%
LS
1613
Leelyn Smith
Illinois
$4.13M +$37K +141 +0.9%
AC
1614
AlphaCore Capital
California
$4.12M +$353K +1,344 +9%
SIC
1615
Sigma Investment Counselors
Michigan
$4.12M +$209K +796 +5%
SI
1616
Shaker Investments
Ohio
$4.11M -$1M -3,812 -20%
BFA
1617
Buttonwood Financial Advisors
Maryland
$4.11M -$104K -395 -2%
ACM
1618
Aljian Capital Management
Nevada
$4.1M -$57K -217 -1%
WR
1619
WD Rutherford
Oregon
$4.1M +$34.1K +130 +0.8%
MWM
1620
Mattern Wealth Management
Kansas
$4.09M +$1.35M +5,133 +49%
CAG
1621
Csenge Advisory Group
Florida
$4.09M +$150K +571 +4%
AWM
1622
Accurate Wealth Management
Florida
$4.08M +$36.8K +137 +0.9%
QCM
1623
Qsemble Capital Management
New York
$4.08M +$2.66M +10,146 +188%
TPI
1624
Trust Point Inc
Wisconsin
$4.08M -$96.6K -368 -2%
FM
1625
Family Management
New York
$4.08M +$68K +259 +2%