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 %
OIA
2576
Optimum Investment Advisors
Illinois
$1.08M +$106K +380 +11%
WCM
2577
WealthBridge Capital Management
Ohio
$1.08M -$14K -50 -1%
SLT
2578
St Louis Trust
Missouri
$1.07M
KW
2579
KWB Wealth
California
$1.07M -$49.1K -176 -4%
PFA
2580
Pathway Financial Advisers
Indiana
$1.07M -$15.1K -54 -1%
CC
2581
Constitution Capital
Connecticut
$1.07M -$1.09M -3,905 -50%
MIM
2582
Manitou Investment Management
Ontario, Canada
$1.07M
LSA
2583
Lion Street Advisors
Texas
$1.07M
MC
2584
McMorgan & Co
California
$1.07M -$12.6K -45 -1%
CFA
2585
Cahill Financial Advisors
Minnesota
$1.06M -$14.2K -51 -1%
SPL
2586
Smart Portfolios LLC
Washington
$1.06M +$19.5K +70 +2%
WAM
2587
WealthTrust Asset Management
Florida
$1.06M -$998K -3,576 -48%
FSI
2588
Flow State Investments
Illinois
$1.06M +$1.06M +3,793 New
LSIA
2589
LaSalle St. Investment Advisors
Illinois
$1.06M
BWA
2590
Blodgett Wealth Advisors
California
$1.06M +$8.37K +30 +0.8%
SAM
2591
SignalPoint Asset Management
Missouri
$1.06M
OFG
2592
Oxford Financial Group
Indiana
$1.05M +$56.9K +204 +6%
Walleye Trading
2593
Walleye Trading
New York
$1.05M +$1.05M +3,776 New
BC
2594
Bridgefront Capital
Texas
$1.05M +$1.05M +3,776 New
KA
2595
KLCM Advisors
Wisconsin
$1.05M +$34.3K +123 +3%
KWM
2596
Kolinsky Wealth Management
New Jersey
$1.05M +$1.4K +5 +0.1%
PMFA
2597
Plante Moran Financial Advisors
Michigan
$1.05M -$10K -36 -0.9%
SC
2598
Shay Capital
New York
$1.05M +$600K +2,150 +134%
FIB
2599
First Interstate Bank
Montana
$1.05M -$155K -557 -13%
BSSFA
2600
Baron Silver Stevens Financial Advisors
Florida
$1.04M +$123K +442 +13%