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 %
FFO
2001
Fiduciary Family Office
Florida
$2.33M -$24.9K -95 -1%
SP
2002
Symmetry Partners
Connecticut
$2.32M -$481K -1,831 -17%
CWP
2003
Concord Wealth Partners
Virginia
$2.32M +$88.4K +337 +4%
AW
2004
Alaethes Wealth
Nevada
$2.32M +$40.9K +156 +2%
EFG
2005
Everhart Financial Group
Ohio
$2.31M +$183K +696 +9%
BCP
2006
Blackhawk Capital Partners
Wisconsin
$2.3M -$41.2K -157 -2%
MLA
2007
My Legacy Advisors
Oregon
$2.3M -$301K -1,145 -12%
MFS
2008
Mattson Financial Services
Michigan
$2.3M +$2.3M +8,763 New
PA
2009
PFW Advisors
Georgia
$2.29M -$81.6K -311 -3%
LPT
2010
Legacy Private Trust
Wisconsin
$2.29M -$32.8K -125 -1%
AWMT
2011
AAFMAA Wealth Management & Trust
North Carolina
$2.28M +$88.5K +337 +4%
SAI
2012
Systematic Alpha Investments
New Jersey
$2.28M
CFG
2013
Cooper Financial Group
California
$2.28M +$40.4K +154 +2%
MCWS
2014
McKinley Carter Wealth Services
West Virginia
$2.27M -$96.1K -366 -4%
FFM
2015
Forum Financial Management
Illinois
$2.27M -$990K -3,771 -30%
RPCONE
2016
Retirement Planning Company of New England
Rhode Island
$2.27M +$19.7K +75 +0.9%
Parnassus Investments
2017
Parnassus Investments
California
$2.26M +$430K +1,640 +24%
RIA
2018
Regal Investment Advisors
Michigan
$2.25M +$65.4K +249 +3%
EA
2019
Ellsworth Advisors
Ohio
$2.25M +$78.5K +299 +4%
RWP
2020
Revolve Wealth Partners
New Jersey
$2.25M -$95.8K -365 -4%
SW
2021
SkyOak Wealth
Michigan
$2.24M
TNAM
2022
Terra Nova Asset Management
New York
$2.23M -$84.8K -323 -4%
SC
2023
Savoie Capital
Illinois
$2.23M
MSFP
2024
Mark Sheptoff Financial Planning
Connecticut
$2.23M
DRS
2025
Deane Retirement Strategies
Louisiana
$2.23M -$55.1K -210 -2%