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 %
MSS
2351
Mitchell Sinkler & Starr
Pennsylvania
$1.37M -$240K -896 -15%
AB
2352
Atlas Brown
Kentucky
$1.37M -$42.3K -161 -3%
NAS
2353
Nicolet Advisory Services
Wisconsin
$1.37M -$25.5K -97 -2%
OWA
2354
Opal Wealth Advisors
New York
$1.37M -$27K -103 -2%
DAM
2355
Delta Asset Management
Tennessee
$1.37M -$3.94K -15 -0.3%
WAG
2356
Wallace Advisory Group
California
$1.36M +$178K +677 +15%
RC
2357
RBO & Co
California
$1.36M
LP
2358
LGL Partners
Pennsylvania
$1.36M +$210K +802 +18%
HG
2359
Herbst Group
Connecticut
$1.36M -$5.25K -20 -0.4%
GPI
2360
General Partner Inc
Pennsylvania
$1.36M +$6.56K +25 +0.5%
LGA
2361
Lebenthal Global Advisors
New York
$1.36M +$13.7K +52 +1%
LOIP
2362
Live Oak Investment Partners
Texas
$1.36M
BFIC
2363
Bedell Frazier Investment Counselling
California
$1.36M +$3.41K +13 +0.3%
FFA
2364
Florida Financial Advisors
Florida
$1.36M +$197K +750 +17%
BC
2365
Bowman & Company
Wisconsin
$1.35M +$121K +461 +10%
AL
2366
Aspiriant LLC
California
$1.35M -$356K -1,356 -21%
D
2367
Diversified
Delaware
$1.35M +$370K +1,410 +38%
HFA
2368
High Falls Advisors
New York
$1.35M -$24.9K -95 -2%
MCM
2369
Mainstay Capital Management
Michigan
$1.35M +$103K +392 +8%
BFA
2370
Brown Financial Advisors
Ohio
$1.34M +$1.34M +5,123 New
AIC
2371
Archer Investment Corporation
Indiana
$1.34M -$2.36K -9 -0.2%
CP
2372
Covenant Partners
Tennessee
$1.34M
AWM
2373
Aviso Wealth Management
Washington
$1.34M +$24.7K +94 +2%
LSIA
2374
LaSalle St. Investment Advisors
Illinois
$1.34M +$279K +1,062 +26%
BEAM
2375
Baker Ellis Asset Management
Washington
$1.34M