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 %
GWM
2026
Gray Wealth Management
Maine
$2.23M +$22.3K +85 +1%
SIM
2027
Sentry Investment Management
Wisconsin
$2.22M -$455K -1,735 -17%
BIA
2028
Benchmark Investment Advisors
Illinois
$2.22M +$139K +529 +7%
DCM
2029
Dudley Capital Management
Virginia
$2.22M
FWM
2030
ForthRight Wealth Management
Georgia
$2.22M
CGFA
2031
Colton Groome Financial Advisors
North Carolina
$2.2M +$54.1K +206 +3%
MFP
2032
Meridian Financial Partners
Virginia
$2.2M +$10.2K +38 +0.5%
MW
2033
Maia Wealth
Colorado
$2.19M +$2.19M +8,166 New
RBC
2034
Romano Brothers & Co
Illinois
$2.19M +$68K +259 +3%
VCP
2035
Verus Capital Partners
Arizona
$2.18M +$86.3K +329 +4%
SFM
2036
Systematic Financial Management
New Jersey
$2.18M
SWM
2037
Sculati Wealth Management
Michigan
$2.18M -$21.3K -81 -1%
AWE
2038
Avidian Wealth Enterprises
Texas
$2.17M +$168K +640 +8%
WB
2039
WesBanco Bank
West Virginia
$2.17M +$47K +179 +2%
SP
2040
Stonebrook Private
Michigan
$2.16M -$118K -449 -5%
BHPW
2041
Beverly Hills Private Wealth
California
$2.16M +$703K +2,677 +48%
SIA
2042
Schear Investment Advisers
Ohio
$2.16M +$161K +612 +8%
BLC
2043
Brown, Lisle/Cummings
Rhode Island
$2.16M +$32.8K +125 +2%
CFP
2044
Catalyst Financial Partners
Massachusetts
$2.15M +$59.1K +225 +3%
Lord, Abbett & Co
2045
Lord, Abbett & Co
New Jersey
$2.15M -$56M -213,325 -96%
ITIM
2046
Indiana Trust & Investment Management
Indiana
$2.15M +$32.5K +124 +2%
APGDR
2047
Absoluto Partners Gestao de Recursos
Brazil
$2.15M +$191K +726 +10%
SQA
2048
Simon Quick Advisors
New Jersey
$2.15M -$149K -568 -6%
HCCM
2049
Hudson Canyon Capital Management
New York
$2.14M -$294K -1,122 -12%
SA
2050
SRN Advisors
Pennsylvania
$2.14M -$780K -2,970 -27%