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 %
GCM
1801
Gables Capital Management
Florida
$3.14M -$5.25K -20 -0.2%
IAS
1802
IMA Advisory Services
Colorado
$3.13M -$36K -137 -1%
TSWM
1803
Triangle Securities Wealth Management
North Carolina
$3.13M -$88.5K -337 -3%
TFA
1804
Teamwork Financial Advisors
Texas
$3.13M -$8.99M -34,265 -74%
CWAG
1805
Compton Wealth Advisory Group
Virginia
$3.12M +$196K +745 +7%
AC
1806
Arjuna Capital
North Carolina
$3.11M +$25.2K +96 +0.8%
CWM
1807
Cornerstone Wealth Management
Missouri
$3.11M +$175K +667 +6%
AWM
1808
Angeles Wealth Management
California
$3.09M +$208K +792 +7%
KMWM
1809
Keudell/Morrison Wealth Management
Oregon
$3.09M -$12.3K -47 -0.4%
LAIC
1810
Lederer & Associates Investment Counsel
California
$3.09M -$160K -611 -5%
CVA
1811
Central Valley Advisors
California
$3.08M +$33.5K +117 +1%
BP
1812
BBR Partners
New York
$3.08M -$639K -2,435 -17%
IC
1813
Inscription Capital
Texas
$3.06M -$12.3K -47 -0.4%
NW
1814
Naviter Wealth
Arkansas
$3.05M +$208K +793 +7%
CV
1815
Counterweight Ventures
North Carolina
$3.03M +$61.7K +235 +2%
GSEP
1816
Golden State Equity Partners
California
$3.03M +$3.03M +11,536 New
WSCM
1817
Wellington Shields Capital Management
New York
$3.03M +$6.82K +26 +0.2%
MBT
1818
Montecito Bank & Trust
California
$3.02M -$32K -122 -1%
RCAG
1819
Rehmann Capital Advisory Group
Michigan
$3.01M -$125K -477 -4%
BW
1820
Bison Wealth
Georgia
$3.01M
QWP
1821
Quotient Wealth Partners
Texas
$3.01M -$1.16M -4,418 -28%
AP
1822
Arlington Partners
Alabama
$3M -$83.7K -319 -3%
AIS
1823
American Investment Services
Massachusetts
$2.99M +$5.25K +20 +0.2%
KWM
1824
Koa Wealth Management
California
$2.99M -$42K -160 -1%
BIG
1825
Brooklyn Investment Group
New York
$2.98M