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 %
PPWP
1876
Premier Path Wealth Partners
New Jersey
$2.81M -$24.4K -93 -0.9%
ETCM
1877
Evolutionary Tree Capital Management
Virginia
$2.81M -$45.9K -175 -2%
TFP
1878
Tilia Fiduciary Partners
North Carolina
$2.81M +$173K +658 +7%
NHC
1879
Nicholas Hoffman & Company
Georgia
$2.8M -$15.7K -60 -0.6%
SIC
1880
SJS Investment Consulting
Ohio
$2.79M +$4.99K +19 +0.2%
CTC
1881
Cetera Trust Company
Minnesota
$2.79M -$279K -1,063 -9%
TGAM
1882
TBH Global Asset Management
Tennessee
$2.79M -$918K -3,499 -25%
CB
1883
CNB Bank
Pennsylvania
$2.79M +$507K +1,931 +22%
MWAM
1884
Manhattan West Asset Management
California
$2.79M -$388K -1,478 -12%
EWM
1885
Evermay Wealth Management
Virginia
$2.79M -$13.6K -52 -0.5%
RCA
1886
Riverview Capital Advisers
Massachusetts
$2.78M
GTAM
1887
Global Trust Asset Management
Florida
$2.78M -$26K -99 -0.9%
KGC
1888
Kennon-Green & Company
Ohio
$2.77M -$20.2K -77 -0.7%
ACGA
1889
Atlanta Consulting Group Advisors
Georgia
$2.76M -$13.1K -50 -0.5%
BMWM
1890
Brown Miller Wealth Management
Virginia
$2.76M +$63.5K +242 +2%
PAMG
1891
Patton Albertson Miller Group
Tennessee
$2.76M +$132K +504 +5%
OCM
1892
Olstein Capital Management
New York
$2.76M
JA
1893
JLB & Associates
Michigan
$2.75M +$53.8K +205 +2%
JSL
1894
JT Stratford LLC
Georgia
$2.75M +$326K +1,243 +13%
WWM
1895
WT Wealth Management
Arizona
$2.75M -$461K -1,756 -14%
MFS
1896
Mirabella Financial Services
United Kingdom
$2.74M -$3.33M -12,692 -55%
GWANC
1897
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.74M +$37.5K +143 +1%
RIA
1898
Richwood Investment Advisors
Ohio
$2.73M +$17.3K +66 +0.6%
ATWA
1899
Arbor Trust Wealth Advisors
Michigan
$2.73M +$13.1K +50 +0.5%
APWM
1900
Argonautica Private Wealth Management
Massachusetts
$2.73M +$2.35M +8,940 +613%