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 %
VA
2176
Valmark Advisers
Ohio
$1.79M +$285K +1,086 +19%
CPIA
2177
Cornell Pochily Investment Advisors
New York
$1.79M +$42.5K +162 +2%
MFC
2178
Mechanics Financial Corp
Ohio
$1.78M -$34.6K -132 -2%
ITC
2179
Inspire Trust Company
Nevada
$1.78M +$869K +3,312 +95%
BAM
2180
Berkshire Asset Management
Pennsylvania
$1.78M +$545K +2,076 +44%
LWAM
2181
Legacy Wealth Asset Management
Minnesota
$1.78M +$1.78M +6,768 New
LCM
2182
Laurion Capital Management
New York
$1.78M -$33.3M -127,002 -95%
BLAM
2183
Bourne Lent Asset Management
New York
$1.77M
PCM
2184
Prelude Capital Management
New York
$1.77M +$1.52M +5,805 +617%
BCM
2185
Barden Capital Management
Texas
$1.77M +$8.16K +31 +0.5%
ANB
2186
Amarillo National Bank
Texas
$1.76M -$985K -3,753 -36%
TCPW
2187
Twin City Private Wealth
North Carolina
$1.76M +$158K +603 +10%
WIC
2188
Wilkins Investment Counsel
Massachusetts
$1.76M
SIG
2189
Sky Investment Group
Connecticut
$1.76M +$79.3K +302 +5%
PHS
2190
Pekin Hardy Strauss
Illinois
$1.76M -$18.4K -70 -1%
PMFA
2191
Plante Moran Financial Advisors
Michigan
$1.75M +$768K +2,926 +78%
NFA
2192
Northern Financial Advisors
Michigan
$1.75M +$10.5K +40 +0.6%
MFFIA
2193
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.75M
MCM
2194
Manchester Capital Management
Vermont
$1.74M +$7.87K +30 +0.5%
LJAC
2195
L.J. Altfest & Co
New York
$1.74M -$85.1K -324 -5%
KCIC
2196
Kuhn & Co Investment Counsel
Illinois
$1.74M -$21.8K -83 -1%
SFG
2197
Sovereign Financial Group
Connecticut
$1.73M -$3.68K -14 -0.2%
TWM
2198
TriaGen Wealth Management
California
$1.72M -$3.15K -12 -0.2%
MWM
2199
MGB Wealth Management
Texas
$1.72M +$85.5K +323 +5%
TCG
2200
Tremblant Capital Group
Florida
$1.72M +$507K +1,930 +42%