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 %
ICM
1851
IMS Capital Management
Oregon
$2.91M +$47.2K +176 +2%
WAS
1852
WESPAC Advisors SoCal
California
$2.91M +$17.6K +67 +0.6%
CPW
1853
Cove Private Wealth
New York
$2.9M
FWP
1854
FAS Wealth Partners
Kansas
$2.9M +$95.5K +364 +3%
UWS
1855
Unique Wealth Strategies
Illinois
$2.89M
NICM
1856
Neo Ivy Capital Management
New York
$2.89M +$2.89M +11,008 New
GA
1857
Geller Advisors
New York
$2.89M -$2.63K -10 -0.1%
CH
1858
Canton Hathaway
Rhode Island
$2.88M
BFS
1859
Bard Financial Services
Connecticut
$2.88M
SPFA
1860
Summit Place Financial Advisors
New Jersey
$2.87M +$39.4K +150 +1%
SF
1861
Symphony Financial
Texas
$2.86M +$132K +495 +5%
CWM
1862
Cordatus Wealth Management
Pennsylvania
$2.86M +$24.1K +92 +0.9%
SSI
1863
Scott & Selber Inc
Texas
$2.85M +$42.8K +163 +2%
BMO
1864
Beck Mack & Oliver
New York
$2.85M +$1.58K +6 +0.1%
BCM
1865
Brasada Capital Management
Texas
$2.85M +$39.6K +151 +1%
JSC
1866
J. Stern & Co
United Kingdom
$2.85M +$806K +3,070 +39%
NL
1867
NWAM LLC
Washington
$2.84M +$173K +659 +6%
GPA
1868
Garrison Point Advisors
California
$2.84M +$1.05K +4 +0%
MMG
1869
Monetary Management Group
Missouri
$2.84M -$262K -1,000 -8%
IP
1870
Intellectus Partners
California
$2.83M -$206K -783 -7%
PPC
1871
Park Place Capital
Alabama
$2.83M -$15K -57 -0.5%
PWMAG
1872
Pinnacle Wealth Management Advisory Group
New Jersey
$2.83M +$181K +691 +7%
SBIA
1873
Sheaff Brock Investment Advisors
Indiana
$2.81M -$1.64M -6,249 -37%
CIC
1874
Chase Investment Counsel
Virginia
$2.81M -$3.45M -13,147 -55%
ACM
1875
AlphaStar Capital Management
North Carolina
$2.81M +$503K +1,916 +22%