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 %
NGA
2201
Naples Global Advisors
Florida
$1.71M -$15.7K -60 -0.9%
PWW
2202
Pettyjohn Wood & White
Virginia
$1.71M -$1.05K -4 -0.1%
WCA
2203
Waypoint Capital Advisors
Minnesota
$1.71M +$10.8K +41 +0.6%
MA
2204
MJP Associates
Connecticut
$1.71M +$156K +595 +10%
BPAMU
2205
BTG Pactual Asset Management US
New York
$1.71M +$1.71M +6,504 New
1IA
2206
1834 Investment Advisors
Wisconsin
$1.7M +$165K +629 +11%
VBCG
2207
Valley Brook Capital Group
Pennsylvania
$1.7M +$73.5K +280 +5%
DCM
2208
Davis Capital Management
Florida
$1.7M +$25.5K +97 +2%
IFS
2209
Intelligent Financial Strategies
Minnesota
$1.69M -$105K -400 -6%
CA
2210
Claro Advisors
Massachusetts
$1.69M +$148K +564 +10%
HIM
2211
Harbour Investment Management
Washington
$1.69M +$190K +724 +13%
HGERS
2212
Householder Group Estate & Retirement Specialist
Arizona
$1.68M +$263K +1,003 +19%
UBV
2213
United Bank (Virginia)
Virginia
$1.68M +$64.8K +247 +4%
SHFA
2214
SC&H Financial Advisors
Maryland
$1.68M -$19.4K -74 -1%
EWM
2215
Elevatus Welath Management
New York
$1.68M -$2.34M -8,933 -58%
PL
2216
Perpetual Ltd
Australia
$1.66M -$525 -2 -0%
WIM
2217
WealthPlan Investment Management
Nebraska
$1.66M +$76.4K +291 +5%
JF
2218
JSF Financial
California
$1.66M +$115K +438 +7%
EFMC
2219
Empire Financial Management Company
New York
$1.66M -$26.3K -100 -2%
RCM
2220
Riverpark Capital Management
New York
$1.66M
MWM
2221
Modern Wealth Management
Kansas
$1.65M +$124K +474 +8%
PWA
2222
Prairie Wealth Advisors
Nebraska
$1.65M -$100K -382 -6%
OFS
2223
Orrstown Financial Services
Pennsylvania
$1.65M +$6.56K +25 +0.4%
SPA
2224
Sherbrooke Park Advisers
New York
$1.65M +$340K +1,294 +26%
BWM
2225
BNC Wealth Management
Oregon
$1.64M -$2.13M -8,102 -56%