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 %
CAM
1626
Centre Asset Management
New York
$4.08M +$90.6K +345 +2%
MM
1627
Meridian Management
Arkansas
$4.07M -$882K -3,362 -18%
LSA
1628
L & S Advisors
California
$4.07M -$3.36M -12,788 -45%
ECM
1629
Exchange Capital Management
Michigan
$4.07M -$378K -1,442 -9%
MFG
1630
Magnus Financial Group
New York
$4.07M +$152K +581 +4%
JCM
1631
Jacobi Capital Management
Pennsylvania
$4.05M -$315K -1,201 -7%
HIS
1632
Horizon Investment Services
Indiana
$4.05M +$17.8K +68 +0.4%
OPW
1633
Oxler Private Wealth
New York
$4.05M -$19.2K -73 -0.5%
HBT
1634
Hills Bank & Trust
Iowa
$4.04M -$113K -432 -3%
AWM
1635
Avior Wealth Management
Nebraska
$4.04M -$259K -986 -6%
FFA
1636
Fairfield Financial Advisors
Massachusetts
$4.04M +$4.04M +15,394 New
SAM
1637
Smartleaf Asset Management
Massachusetts
$4.03M +$652K +2,445 +19%
CRWM
1638
Castle Rock Wealth Management
California
$4.02M +$72.4K +275 +2%
EHC
1639
Everett Harris & Co
California
$4.01M +$143K +546 +4%
ESB
1640
Essex Savings Bank
Connecticut
$4.01M -$113K -432 -3%
HT
1641
Headlands Technologies
Illinois
$4M +$798K +3,039 +25%
AC
1642
Avestar Capital
New York
$4M +$647K +2,466 +19%
LBWM
1643
Left Brain Wealth Management
Illinois
$3.99M +$61.9K +236 +2%
SSWM
1644
Strait & Sound Wealth Management
California
$3.98M -$11.5K -44 -0.3%
OAM
1645
Occidental Asset Management
California
$3.98M +$455K +1,735 +13%
RA
1646
RFG Advisory
Alabama
$3.97M +$981K +3,737 +33%
HFM
1647
Hartford Financial Management
Connecticut
$3.97M -$58.5K -223 -1%
CSC
1648
Caldwell Sutter Capital
California
$3.95M -$348K -1,324 -8%
FSC
1649
Full Sail Capital
Oklahoma
$3.95M +$49.1K +187 +1%
AFP
1650
Ausdal Financial Partners
Iowa
$3.94M +$42.5K +162 +1%