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 %
CAM
2126
Covenant Asset Management
New Jersey
$1.92M +$157K +600 +9%
NF
2127
Nvest Financial
New Hampshire
$1.92M +$139K +528 +8%
LTI
2128
Laffer Tengler Investments
Tennessee
$1.92M +$367K +1,400 +24%
IWA
2129
Invera Wealth Advisors
Oregon
$1.91M +$151K +576 +9%
VCM
2130
Virtue Capital Management
Tennessee
$1.9M -$208K -787 -10%
CIG
2131
Cascade Investment Group
Colorado
$1.9M -$8.14K -31 -0.4%
PBC
2132
Pavion Blue Capital
California
$1.9M
WP
2133
Westmount Partners
California
$1.9M +$372K +1,414 +24%
PFWA
2134
Paces Ferry Wealth Advisors
Georgia
$1.9M -$28.1K -107 -1%
RCIM
2135
Red Cedar Investment Management
Michigan
$1.89M -$659K -2,510 -26%
LI
2136
Lafayette Investments
Maryland
$1.89M +$75.9K +289 +4%
SFWC
2137
Strategic Family Wealth Counselors
New Jersey
$1.89M
SSW
2138
Stone Summit Wealth
Florida
$1.89M +$17.3K +66 +0.9%
CCFM
2139
Clear Creek Financial Management
Washington
$1.89M +$70.9K +270 +4%
KFGK
2140
Keystone Financial Group (Kentucky)
Kentucky
$1.89M -$67.2K -256 -3%
PW
2141
Peninsula Wealth
California
$1.88M -$39.6K -149 -2%
CCB
2142
Cutter & Co Brokerage
Missouri
$1.88M +$314K +1,196 +20%
PCM
2143
Princeton Capital Management
New Jersey
$1.88M -$62.2K -237 -3%
HHAA
2144
Henry H. Armstrong Associates
Pennsylvania
$1.88M +$4.2K +16 +0.2%
ZIG
2145
Zullo Investment Group
Pennsylvania
$1.88M +$14.7K +56 +0.8%
GCM
2146
Gladius Capital Management
Illinois
$1.88M +$336K +1,282 +22%
CASB
2147
Cape Ann Savings Bank
Massachusetts
$1.87M -$21.3K -81 -1%
SPWM
2148
Schrum Private Wealth Management
Florida
$1.87M -$78.7K -300 -4%
MA
2149
MONECO Advisors
Connecticut
$1.87M -$43K -164 -2%
PP
2150
Paloma Partners
Connecticut
$1.86M -$576K -2,195 -24%