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 %
IGWM
2501
ICA Group Wealth Management
Colorado
$1.18M +$190K +682 +19%
TA
2502
TFB Advisors
Kansas
$1.18M +$356K +1,332 +43%
ACH
2503
ArrowMark Colorado Holdings
Colorado
$1.18M
JSW
2504
Journey Strategic Wealth
New Jersey
$1.18M +$341K +1,221 +41%
TBWA
2505
Three Bridge Wealth Advisors
California
$1.18M -$121K -433 -9%
LCM
2506
Lazari Capital Management
California
$1.18M -$40.5K -145 -3%
AWM
2507
Allen Wealth Management
North Carolina
$1.18M +$5.58K +20 +0.5%
WAG
2508
Wallace Advisory Group
California
$1.18M -$2.86K -11 -0.2%
BSA
2509
Braun Stacey Associates
New York
$1.17M
OWA
2510
Outlook Wealth Advisors
Texas
$1.17M -$74.2K -266 -6%
AFT
2511
Alpha Family Trust
California
$1.17M
ZIMP
2512
Zimmermann Investment Management & Planning
Pennsylvania
$1.17M +$82.1K +294 +8%
CBA
2513
Coastal Bridge Advisors
Connecticut
$1.17M +$279 +1 +0%
PSC
2514
Prentiss Smith & Co
Vermont
$1.17M
VC
2515
Veracity Capital
Georgia
$1.17M +$79K +283 +7%
AWM
2516
Alterna Wealth Management
Texas
$1.17M
GWCM
2517
Godshalk Welsh Capital Management
Pennsylvania
$1.16M +$1.12K +4 +0.1%
FA
2518
Fountainhead AM
New Jersey
$1.15M -$290K -1,038 -20%
CF
2519
Copperwynd Financial
Arizona
$1.15M +$52.2K +187 +5%
MS
2520
Maven Securities
Jersey
$1.15M -$751K -2,691 -39%
GAM
2521
Gemmer Asset Management
California
$1.15M +$837 +3 +0.1%
SAW
2522
Signal Advisors Wealth
Michigan
$1.15M +$847K +3,034 +281%
AIS
2523
AM Investment Strategies
Tennessee
$1.15M
KAS
2524
KPP Advisory Services
Kentucky
$1.15M +$61.7K +221 +6%
OL
2525
OneFund LLC
Florida
$1.14M -$31.4K -113 -3%