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 %
CIA
1901
Cohen Investment Advisors
New Hampshire
$2.72M -$139K -606 -5%
HA
1902
Harfst & Associates
Wyoming
$2.71M +$41.2K +157 +2%
KCM
1903
Kathmere Capital Management
Pennsylvania
$2.71M +$189K +719 +7%
SPWG
1904
Syntegra Private Wealth Group
Missouri
$2.71M -$7.35K -28 -0.3%
ECG
1905
Edge Capital Group
Georgia
$2.69M +$4.73K +18 +0.2%
RMAM
1906
Raab & Moskowitz Asset Management
New Jersey
$2.69M -$18.9K -72 -0.7%
CC
1907
Cypress Capital
Tennessee
$2.69M +$38.3K +146 +1%
MA
1908
MCF Advisors
Kentucky
$2.69M +$83.7K +319 +3%
NIMI
1909
Natixis Investment Managers International
France
$2.69M -$1.35M -5,134 -33%
AOWM
1910
Alpha Omega Wealth Management
Virginia
$2.68M -$44.1K -168 -2%
WCM
1911
Washburn Capital Management
Florida
$2.68M -$23.1K -88 -0.9%
MC
1912
Martin & Co
Tennessee
$2.68M -$7.61K -29 -0.3%
MFGM
1913
Marshall Financial Group (Maryland)
Maryland
$2.67M +$50.4K +192 +2%
RZH
1914
Relyea Zuckerberg Hanson
Connecticut
$2.67M +$57.7K +220 +2%
FWA
1915
FSM Wealth Advisors
Ohio
$2.67M -$44.9K -171 -2%
BSB
1916
Bangor Savings Bank
Maine
$2.67M -$25.2K -96 -0.9%
SAA
1917
Southeast Asset Advisors
Georgia
$2.66M -$6.56K -25 -0.2%
PCMK
1918
Paragon Capital Management (Kansas)
Kansas
$2.66M -$21.8K -83 -0.8%
MW
1919
Marcum Wealth
Ohio
$2.65M +$1.84K +7 +0.1%
CIC
1920
Cornercap Investment Counsel
Georgia
$2.65M -$62.7K -239 -2%
CCG
1921
Catalina Capital Group
California
$2.65M +$118K +449 +5%
EHWM
1922
Eads & Heald Wealth Management
Georgia
$2.64M -$139K -529 -5%
HCM
1923
Hall Capital Management
Rhode Island
$2.64M +$24.1K +92 +0.9%
LA
1924
Legacy Advisors
Pennsylvania
$2.63M +$270K +1,030 +11%
SCA
1925
Sander Capital Advisors
Washington
$2.63M