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 %
BHIA
2426
Birch Hill Investment Advisors
Massachusetts
$1.27M +$625K +2,380 +97%
CSIC
2427
Clifford Swan Investment Counsel
California
$1.26M +$3.68K +14 +0.3%
TA
2428
TFB Advisors
Kansas
$1.26M +$97.4K +371 +8%
CF
2429
Copperwynd Financial
Arizona
$1.26M +$161K +605 +15%
WFI
2430
West Family Investments
California
$1.26M +$53.5K +204 +4%
PWSG
2431
Pacific Wealth Strategies Group
California
$1.25M -$1.31K -5 -0.1%
CH
2432
Cromwell Holdings
Wyoming
$1.25M +$1.25M +4,772 New
AFS
2433
Aft Forsyth & Sober
Florida
$1.25M
MWA
2434
Midland Wealth Advisors
Illinois
$1.25M -$18.1K -69 -1%
VWM
2435
Vigilare Wealth Management
Arizona
$1.25M
RA
2436
Rockingstone Advisors
Massachusetts
$1.24M +$27.6K +105 +2%
RFA
2437
Resurgent Financial Advisors
Georgia
$1.24M -$323K -1,231 -21%
WCWM
2438
Willow Creek Wealth Management
California
$1.24M -$18.1K -69 -1%
APIM
2439
Agate Pass Investment Management
Washington
$1.24M +$48.8K +186 +4%
RBFC
2440
Roman Butler Fullerton & Co
Missouri
$1.23M +$1.23M +4,683 New
SAM
2441
S.A. Mason
Michigan
$1.23M +$262 +1 +0%
DWAM
2442
Duncan Williams Asset Management
Tennessee
$1.22M +$107K +408 +10%
FCFC
2443
First Commonwealth Financial Corp
Pennsylvania
$1.22M -$67.5K -257 -5%
PAG
2444
Private Advisory Group
Washington
$1.22M -$24.1K -92 -2%
CA
2445
Cambridge Advisors
Nebraska
$1.22M -$12.9K -49 -1%
PFG
2446
Prosperity Financial Group
California
$1.22M -$27.3K -104 -2%
SIA
2447
Strategic Investment Advisors
Michigan
$1.21M -$6.56K -25 -0.5%
PSP
2448
Pacific Sage Partners
Washington
$1.21M +$2.36K +9 +0.2%
RGC
2449
Roberts, Glore & Co
Illinois
$1.21M
CST
2450
Charles Schwab Trust
Nevada
$1.21M +$88.7K +338 +8%