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 %
SWM
1701
Sugarloaf Wealth Management
Georgia
$3.69M +$35.2K +134 +1%
CAC
1702
Certified Advisory Corp
Florida
$3.69M +$185K +705 +5%
PCS
1703
Personal CFO Solutions
New Jersey
$3.67M -$65.9K -251 -2%
AWA
1704
Aaron Wealth Advisors
Illinois
$3.67M -$20.5K -78 -0.6%
ACM
1705
Alcosta Capital Management
California
$3.66M -$20.7K -79 -0.6%
PWMG
1706
Prestige Wealth Management Group
New Jersey
$3.65M +$921K +3,508 +34%
KFP
1707
KMG Fiduciary Partners
Ohio
$3.65M +$70.6K +269 +2%
SFS
1708
Stiles Financial Services
Minnesota
$3.63M -$42.8K -163 -1%
OM
1709
OV Management
Minnesota
$3.62M +$45.4K +173 +1%
DWM
1710
Dynasty Wealth Management
Florida
$3.6M +$425K +1,621 +13%
NF
1711
Nikulski Financial
Iowa
$3.6M +$112K +427 +3%
VT
1712
Vise Technologies
New York
$3.6M +$151K +574 +4%
IFWM
1713
Institute for Wealth Management
Colorado
$3.59M +$2.63K +10 +0.1%
RBA
1714
Richard Bernstein Advisors
New York
$3.58M +$525 +2 +0%
RIM
1715
Redwood Investment Management
Arizona
$3.58M -$34.8K -134 -1%
PS
1716
Pensionfund Sabic
Netherlands
$3.57M
SACTSONJ
1717
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.57M
SAM
1718
Synergy Asset Management
Washington
$3.57M +$638K +2,431 +22%
PCG
1719
Prosperity Consulting Group
Maryland
$3.57M -$178K -679 -5%
DWM
1720
Diversify Wealth Management
Utah
$3.56M +$3.56M +13,883 New
AWM
1721
Aries Wealth Management
Maine
$3.56M +$3.94K +15 +0.1%
SFG
1722
SevenBridge Financial Group
Pennsylvania
$3.56M +$118K +458 +3%
PDL
1723
Portfolio Design Labs
California
$3.55M +$40.7K +155 +1%
1SB
1724
1ST Source Bank
Indiana
$3.55M -$1.58K -6 -0%
EAM
1725
EdenTree Asset Management
United Kingdom
$3.55M