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 %
WHAM
1751
Windmill Hill Asset Management
United Kingdom
$3.41M
BAM
1752
Belpointe Asset Management
Nevada
$3.4M -$66.1K -252 -2%
SWS
1753
SYSTM Wealth Solutions
Illinois
$3.4M -$2.68M -10,206 -44%
ALAM
1754
Asahi Life Asset Management
Japan
$3.4M -$413K -1,573 -11%
BHWM
1755
Bar Harbor Wealth Management
New Hampshire
$3.4M -$18.1K -69 -0.5%
C
1756
Certuity
Florida
$3.39M +$20.7K +79 +0.6%
PWPS
1757
Pinnacle Wealth Planning Services
Ohio
$3.39M -$45.7K -174 -1%
PTC
1758
Private Trust Company
Ohio
$3.38M +$76.4K +291 +2%
MAWCM
1759
Mine & Arao Wealth Creation & Management
California
$3.38M +$135K +516 +4%
TA
1760
TFG Advisers
Michigan
$3.38M -$2.36K -9 -0.1%
FNBSF
1761
First National Bank Sioux Falls
South Dakota
$3.37M
KHCM
1762
Kirtland Hills Capital Management
Ohio
$3.37M +$4.72K +18 +0.1%
MWS
1763
Maxwell Wealth Strategies
California
$3.37M +$29.9K +114 +0.9%
MYIA
1764
Mount Yale Investment Advisors
Colorado
$3.36M -$324K -1,236 -9%
LFA
1765
Legacy Financial Advisors
Kentucky
$3.35M +$135K +514 +4%
LA
1766
LM Advisors
California
$3.34M -$592K -2,254 -15%
CPC
1767
Consolidated Planning Corp
Georgia
$3.34M +$524K +1,995 +19%
LC
1768
Lindbrook Capital
California
$3.33M -$171K -651 -5%
CICI
1769
Capital Investment Counsel Inc
North Carolina
$3.32M -$262K -1,000 -7%
TW
1770
TrinityPoint Wealth
Connecticut
$3.32M +$25.2K +96 +0.8%
BFG
1771
Beacon Financial Group
Texas
$3.32M +$139K +531 +4%
GFP
1772
Gryphon Financial Partners
Ohio
$3.32M -$94.8K -361 -3%
BWAM
1773
Boyd Watterson Asset Management
Ohio
$3.31M +$9.19K +35 +0.3%
DSC
1774
Duncker Streett & Co
Missouri
$3.31M +$34.6K +132 +1%
AFG
1775
Atomi Financial Group
New York
$3.31M +$739K +2,816 +29%