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 %
BC
2051
Bridgefront Capital
Texas
$2.12M +$1.13M +4,310 +114%
SIM
2052
Sterling Investment Management
Arizona
$2.12M +$738K +2,812 +54%
NB
2053
Northwest Bancshares
Pennsylvania
$2.12M -$302K -1,150 -12%
KSWA
2054
Kathleen S. Wright Associates
Pennsylvania
$2.12M
LWL
2055
Leo Wealth LLC
Texas
$2.12M +$163K +621 +8%
EL
2056
EMFO LLC
Florida
$2.11M
MSFS
2057
Main Street Financial Solutions
Pennsylvania
$2.11M +$149K +569 +8%
EWM
2058
EPG Wealth Management
Georgia
$2.11M -$1.92M -6,897 Closed
LT
2059
Lindsell Train
United Kingdom
$2.11M
9WM
2060
9258 Wealth Management
Ohio
$2.09M +$57.7K +220 +3%
GSWM
2061
Greenup Street Wealth Management
Michigan
$2.09M -$374K -1,425 -15%
FPCP
2062
Fort Point Capital Partners
California
$2.09M -$57K -217 -3%
CFCI
2063
Comprehensive Financial Consultants Institutional
Indiana
$2.08M +$94.8K +361 +5%
AMCA
2064
Arthur M. Cohen & Associates
Illinois
$2.08M +$119K +455 +6%
GLA
2065
Good Life Advisors
Pennsylvania
$2.08M -$21.5K -82 -1%
DIM
2066
Delta Investment Management
California
$2.08M +$170K +648 +9%
NAMP
2067
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.07M +$6.56K +25 +0.3%
RMC
2068
Resources Management Corp
Connecticut
$2.07M -$29.4K -112 -1%
IA
2069
Icon Advisers
Colorado
$2.07M
FWA
2070
FOCUS Wealth Advisors
Texas
$2.06M +$111K +423 +6%
CCM
2071
Cinctive Capital Management
New York
$2.06M +$542K +2,064 +36%
PPWM
2072
Paragon Private Wealth Management
Kentucky
$2.06M +$262 +1 +0%
IUHSA
2073
Itau Unibanco Holding S.A.
Brazil
$2.05M +$2.05M +7,821 New
TP
2074
Tranquility Partners
Tennessee
$2.05M
RIA
2075
Realta Investment Advisors
Delaware
$2.05M -$341K -1,300 -14%