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 %
RCM
2076
Regency Capital Management
Hawaii
$2.04M +$222K +846 +12%
CAMV
2077
Concord Asset Management (Virginia)
Virginia
$2.04M +$250K +951 +14%
BA
2078
Ballast Advisors
Minnesota
$2.04M +$19.9K +76 +1%
OWA
2079
One Wealth Advisors
California
$2.04M +$104K +401 +5%
JWCA
2080
J.W. Coons Advisors
Ohio
$2.03M -$537K -2,045 -21%
JIC
2081
Joel Isaacson & Co
New York
$2.03M +$104K +396 +5%
FC
2082
Fairscale Capital
New Hampshire
$2.03M +$2.03M +7,542 New
AWC
2083
Abundance Wealth Counselors
Pennsylvania
$2.03M -$120K -459 -6%
LWA
2084
Lineweaver Wealth Advisors
Ohio
$2.02M +$140K +532 +7%
CMTU
2085
Capital Markets Trading (UK)
United Kingdom
$2.02M +$718K +2,736 +55%
CCMW
2086
Cypress Capital Management (Wyoming)
Wyoming
$2.02M -$135K -513 -6%
FFA
2087
Fortune Financial Advisors
Kansas
$2.01M +$1.31K +5 +0.1%
SDWIA
2088
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.01M +$2.1K +8 +0.1%
AHIA
2089
Andrew Hill Investment Advisors
Florida
$2M -$1.02M -3,877 -34%
WAAG
2090
Wealth Alliance Advisory Group
Kansas
$2M +$81.4K +310 +4%
BFA
2091
Beacon Financial Advisory
Ohio
$2M +$2.89K +11 +0.1%
BIP
2092
Blueprint Investment Partners
North Carolina
$2M +$168K +641 +9%
CE
2093
Cornerstone Enterprises
Wisconsin
$1.99M +$37.3K +142 +2%
CAM
2094
Costello Asset Management
Pennsylvania
$1.99M +$1.78M +6,770 +816%
TW
2095
Transform Wealth
Colorado
$1.99M +$49.3K +188 +3%
BWP
2096
Balboa Wealth Partners
Arizona
$1.99M -$895K -3,408 -31%
FPFS
2097
First Personal Financial Services
North Carolina
$1.99M -$19.2K -73 -1%
DFG
2098
Delta Financial Group
New Jersey
$1.99M +$40.9K +156 +2%
VCMGDR
2099
Vinland Capital Management Gestora de Recursos
Brazil
$1.99M +$1.99M +7,570 New
GPFA
2100
Game Plan Financial Advisors
Ohio
$1.99M +$175K +665 +10%