3,822 hedge funds and large institutions have $422B invested in Visa in 2024 Q1 according to their latest regulatory filings, with 231 funds opening new positions, 1,655 increasing their positions, 1,510 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,822
Holders Change
+76
Holders Change %
+2.03%
% of All Funds
55.4%
Holding in Top 10
509
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-6.95%
% of All Funds
7.38%
New
231
Increased
1,655
Reduced
1,510
Closed
103
Calls
$4.21B
Puts
$3.54B
Net Calls
+$670M
Net Calls Change
+$183M
Name Holding Trade Value Shares
Change
Shares
Change %
LP
2476
LGL Partners
Pennsylvania
$1.22M -$279 -1 -0%
KA
2477
Kozak & Associates
Colorado
$1.22M +$4.2K +15 +0.3%
AIA
2478
Angeles Investment Advisors
California
$1.22M +$181K +648 +17%
WMP
2479
Wealth Management Partners
Arizona
$1.22M
AA
2480
AlphaQ Advisors
Florida
$1.22M -$79K -283 -6%
RCM
2481
RMR Capital Management
California
$1.22M
VIM
2482
VELA Investment Management
Ohio
$1.22M +$16.7K +60 +1%
WG
2483
Wealth Group
North Carolina
$1.22M +$1.22M +4,352 New
PPP
2484
Private Portfolio Partners
New Jersey
$1.21M -$25.1K -90 -2%
HNB
2485
Hilltop National Bank
Wyoming
$1.21M +$1.21M +4,343 New
HKAM
2486
Horizon Kinetics Asset Management
New York
$1.21M
T
2487
TOBAM
France
$1.21M +$176K +630 +17%
SFB
2488
STAR Financial Bank
Indiana
$1.2M -$51.6K -185 -4%
MC
2489
Matisse Capital
Oregon
$1.2M -$4.74K -17 -0.4%
AA
2490
Aire Advisors
California
$1.2M +$16.8K +60 +1%
AA
2491
Alta Advisers
United Kingdom
$1.2M
JWM
2492
Janiczek Wealth Management
Colorado
$1.2M +$84.3K +302 +8%
CIM
2493
CIM Investment Management
Pennsylvania
$1.2M
PP
2494
Patron Partners
Texas
$1.2M -$837 -3 -0.1%
GIM
2495
Groesbeck Investment Management
New Jersey
$1.2M
PWMG
2496
Pinnacle Wealth Management Group
Michigan
$1.2M +$20.1K +72 +2%
CST
2497
Charles Schwab Trust
Nevada
$1.19M -$5.58K -20 -0.5%
TCOTS
2498
Trust Company of the South
North Carolina
$1.19M -$79.8K -286 -6%
BOM
2499
Bank of Marin
California
$1.19M -$9.77K -35 -0.8%
DWAM
2500
Duncan Williams Asset Management
Tennessee
$1.19M +$1.19M +4,256 New