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 %
FIM
2101
Freedom Investment Management
Connecticut
$1.98M +$204K +779 +11%
HA
2102
HHLR Advisors
Cayman Islands
$1.98M +$1.98M +7,553 New
BCA
2103
Bay Colony Advisors
Massachusetts
$1.98M -$67.2K -256 -3%
ZIG
2104
Zuckerman Investment Group
Illinois
$1.98M +$14.7K +56 +0.7%
CCG
2105
Chatham Capital Group
Georgia
$1.98M +$18.9K +72 +1%
EI
2106
Ellevest Inc
New York
$1.98M +$22.3K +85 +1%
ICP
2107
Interchange Capital Partners
Pennsylvania
$1.97M +$962K +3,667 +95%
PHIMC
2108
Private Harbour Investment Management & Counsel
Ohio
$1.97M -$5.25K -20 -0.3%
OWMIAS
2109
One Wealth Management Investment & Advisory Services
Florida
$1.97M +$64.3K +245 +3%
HFA
2110
Harbert Fund Advisors
Alabama
$1.97M +$65.6K +250 +3%
OBWG
2111
Onyx Bridge Wealth Group
New York
$1.96M +$13.4K +51 +0.7%
JFL
2112
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.96M -$506K -1,928 -21%
NFG
2113
Northeast Financial Group
Pennsylvania
$1.96M +$649K +2,473 +50%
UAML
2114
US Asset Management LLC
Pennsylvania
$1.96M -$70.6K -269 -3%
EGA
2115
E&G Advisors
Texas
$1.96M -$26.2K -100 -1%
SOAMC
2116
Spirit of America Management Corp
New York
$1.96M
CFA
2117
Camarda Financial Advisors
Florida
$1.95M +$146K +556 +8%
PCOTEOTHU
2118
Provident Company of the Employees of the Hebrew University
Israel
$1.94M
BSA
2119
Braun Stacey Associates
New York
$1.94M +$834K +3,179 +76%
HIC
2120
Harvey Investment Company
Kentucky
$1.93M -$78.7K -300 -4%
LWM
2121
Lodestone Wealth Management
Washington
$1.93M +$36K +137 +2%
AGWCA
2122
Annis Gardner Whiting Capital Advisors
Florida
$1.93M +$97.4K +371 +5%
QC
2123
Quent Capital
New York
$1.93M +$32.8K +125 +2%
SCM
2124
Spreng Capital Management
Ohio
$1.92M -$15.2K -58 -0.8%
SFO
2125
Stokes Family Office
Louisiana
$1.92M +$122K +466 +7%