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 %
WRPWM
2226
Werba Rubin Papier Wealth Management
California
$1.64M +$353K +1,343 +27%
AF
2227
Advisornet Financial
Minnesota
$1.64M +$36K +137 +2%
AA
2228
Argent Advisors
Louisiana
$1.63M -$256K -975 -14%
FFB
2229
First Financial Bankshares
Texas
$1.63M +$298K +1,134 +22%
RCA
2230
Roberts Capital Advisors
Colorado
$1.63M
CP
2231
Castleview Partners
Texas
$1.63M +$45.1K +172 +3%
MFG
2232
Menard Financial Group
Texas
$1.62M +$15.7K +60 +1%
OFS
2233
OneAscent Financial Services
Alabama
$1.62M -$72.2K -275 -4%
MIM
2234
Moseley Investment Management
Florida
$1.62M +$17.8K +68 +1%
MCM
2235
Monument Capital Management
Virginia
$1.61M -$14.4K -55 -0.9%
GAG
2236
Goodman Advisory Group
Massachusetts
$1.61M -$52.2K -199 -3%
GAB
2237
German American Bancorp
Indiana
$1.61M +$58.5K +223 +4%
SFP
2238
Sandbox Financial Partners
Maryland
$1.61M +$30.2K +115 +2%
XF
2239
XML Financial
Maryland
$1.61M -$195K -743 -11%
FCAS
2240
First Command Advisory Services
Texas
$1.61M -$154K -587 -9%
PSP
2241
Principal Street Partners
Tennessee
$1.6M +$15.7K +60 +1%
FC
2242
Fulcrum Capital
Washington
$1.6M
HWMA
2243
Heritage Wealth Management (Arizona)
Arizona
$1.6M -$151K -574 -9%
HFO
2244
Heritage Family Offices
Arizona
$1.6M +$1.6M +6,094 New
PCG
2245
PFC Capital Group
California
$1.6M -$52.5K -200 -3%
LCWP
2246
Legacy Capital Wealth Partners
Arkansas
$1.6M +$1.6M +6,083 New
KFS
2247
Kurt F. Somerville
$1.6M -$13.1K -50 -0.8%
LAM
2248
L2 Asset Management
Massachusetts
$1.59M +$128K +489 +9%
WHC
2249
Wulff, Hansen & Co
California
$1.59M +$47.2K +180 +3%
MCCA
2250
Mill Creek Capital Advisors
Pennsylvania
$1.58M +$98.7K +376 +7%