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 %
TIA
2401
Trust Investment Advisors
Indiana
$1.3M +$35.7K +136 +3%
ATC
2402
Adirondack Trust Company
New York
$1.3M -$42.5K -162 -3%
PWM
2403
Prentice Wealth Management
New York
$1.3M +$14.4K +55 +1%
WCM
2404
Winthrop Capital Management
Indiana
$1.3M +$9.45K +36 +0.7%
ACM
2405
Avalon Capital Management
California
$1.3M +$525K +2,001 +68%
HWM
2406
Hohimer Wealth Management
Washington
$1.29M -$3.85M -14,685 -75%
CC
2407
Constitution Capital
Connecticut
$1.29M +$289K +1,100 +29%
AFA
2408
AA Financial Advisors
Ohio
$1.29M +$17.3K +66 +1%
TPWA
2409
TRUE Private Wealth Advisors
Oregon
$1.29M +$7.88K +30 +0.6%
SAG
2410
Spotlight Asset Group
Illinois
$1.29M +$63.3K +241 +5%
SAMC
2411
Spectrum Asset Management (California)
California
$1.29M +$787 +3 +0.1%
MPW
2412
Monterey Private Wealth
California
$1.29M +$45.7K +174 +4%
SRL
2413
Scientech Research LLC
New Jersey
$1.29M +$337K +1,285 +35%
TWM
2414
Tradition Wealth Management
Minnesota
$1.29M +$55.9K +213 +5%
ORAM
2415
One River Asset Management
Connecticut
$1.29M +$1.29M +4,897 New
APA
2416
Astoria Portfolio Advisors
New York
$1.28M +$48K +183 +4%
APW
2417
Austin Private Wealth
Texas
$1.28M +$5.25K +20 +0.4%
RGF
2418
Retirement Guys Formula
Ohio
$1.28M +$93.7K +357 +8%
FNA
2419
First National Advisers
Nebraska
$1.28M -$204K -778 -14%
PL
2420
Plancorp LLC
Missouri
$1.28M +$7.61K +29 +0.6%
HBW
2421
Hazlett, Burt & Watson
West Virginia
$1.28M +$30.5K +116 +2%
MFG
2422
Monumental Financial Group
Maryland
$1.27M -$127K -484 -9%
KCM
2423
Knoll Capital Management
Florida
$1.27M
RPWA
2424
Regent Peak Wealth Advisors
Georgia
$1.27M +$29.4K +112 +2%
CC
2425
Copperleaf Capital
North Carolina
$1.27M -$3.94K -15 -0.3%