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 %
DBIA
1776
Dumont & Blake Investment Advisors
New Jersey
$3.3M +$1.64M +6,259 +99%
SGM
1777
Seven Grand Managers
New York
$3.28M +$3.28M +12,500 New
SMA
1778
Sage Mountain Advisors
Georgia
$3.28M +$276K +1,052 +9%
WP
1779
WealthShield Partners
North Carolina
$3.28M +$223K +850 +7%
RCG
1780
Regatta Capital Group
California
$3.28M +$21K +80 +0.6%
AO
1781
Advisor OS
Illinois
$3.27M -$98.4K -375 -3%
PFBT
1782
Parkside Financial Bank & Trust
Missouri
$3.26M -$9.19K -35 -0.3%
WWM
1783
Wolff Wiese Magana
California
$3.26M -$68.5K -261 -2%
FAM
1784
Formidable Asset Management
Ohio
$3.25M +$242K +923 +8%
SCI
1785
S&CO Inc
Massachusetts
$3.25M +$425K +1,619 +15%
BWA
1786
Bordeaux Wealth Advisors
California
$3.24M +$2.37M +9,026 +274%
PGIM
1787
Pacific Global Investment Management
California
$3.23M +$5.25K +20 +0.2%
CGA
1788
Channing Global Advisors
Florida
$3.23M -$787 -3 -0%
EFM
1789
E Fund Management
China
$3.23M -$413K -1,572 -11%
AAP
1790
Arax Advisory Partners
Colorado
$3.22M +$429K +1,636 +15%
DL
1791
DOHJ LLC
Washington
$3.22M +$114K +436 +4%
APP
1792
Avantax Planning Partners
Iowa
$3.22M -$280K -1,068 -8%
SCI
1793
Stableford Capital II
Arizona
$3.22M +$135K +496 +4%
SB
1794
Simmons Bank
Arkansas
$3.21M -$57K -217 -2%
IFPG
1795
Intrepid Financial Planning Group
Indiana
$3.2M -$41.2K -157 -1%
Capstone Investment Advisors
1796
Capstone Investment Advisors
New York
$3.19M -$177K -675 -5%
AIA
1797
Armor Investment Advisors
North Carolina
$3.19M +$121K +460 +4%
MAM
1798
Mystic Asset Management
Rhode Island
$3.18M +$11.5K +44 +0.4%
FI
1799
Fosun International
China
$3.16M -$97.9K -373 -3%
HFRG
1800
Houlihan Financial Resource Group
Virginia
$3.15M -$11.8K -45 -0.4%