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 %
CCA
2301
Childress Capital Advisors
Texas
$1.45M +$2.89K +11 +0.2%
LCM
2302
Lazari Capital Management
California
$1.45M +$346K +1,319 +31%
FPWM
2303
FSB Premier Wealth Management
Iowa
$1.45M +$390K +1,484 +37%
EFG
2304
Ethos Financial Group
Pennsylvania
$1.45M +$130K +486 +10%
AIA
2305
Alera Investment Advisors
Illinois
$1.45M +$154K +586 +12%
EWA
2306
Etesian Wealth Advisors
Oregon
$1.45M -$15.2K -58 -1%
ZF
2307
Zhang Financial
Michigan
$1.45M +$13.9K +53 +1%
SJIM
2308
St. Johns Investment Management
Florida
$1.44M +$33.3K +127 +2%
FI
2309
Financial Insights
Washington
$1.44M -$83.5K -318 -5%
WPW
2310
Watershed Private Wealth
Illinois
$1.44M +$224K +852 +18%
WFG
2311
Wills Financial Group
Virginia
$1.43M +$777K +2,959 +119%
PIM
2312
Profit Investment Management
Maryland
$1.43M
KIG
2313
Kowal Investment Group
Wisconsin
$1.43M +$28.6K +109 +2%
WKSWA
2314
White Knight Strategic Wealth Advisors
New Jersey
$1.42M -$17.1K -65 -1%
AC
2315
ASB Consultores
Florida
$1.42M -$827K -3,149 -37%
BWP
2316
BSW Wealth Partners
Colorado
$1.42M +$17.1K +65 +1%
MFG
2317
Monte Financial Group
Connecticut
$1.42M -$5.77K -22 -0.4%
GIM
2318
Guardian Investment Management
California
$1.42M -$205K -4,978 -13%
LCM
2319
Leisure Capital Management
California
$1.42M -$5.51K -21 -0.4%
XWM
2320
Xcel Wealth Management
Florida
$1.42M -$87.9K -335 -6%
CWM
2321
Circle Wealth Management
New Jersey
$1.42M -$661K -2,520 -32%
LI
2322
LRI Investments
Florida
$1.41M +$886K +3,375 +168%
MCWA
2323
Meadow Creek Wealth Advisors
Georgia
$1.41M +$43.3K +165 +3%
PPWM
2324
Perissos Private Wealth Management
Oklahoma
$1.41M +$80.8K +308 +6%
TC
2325
Trust Company
Kansas
$1.41M -$225K -859 -14%