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 %
RHAM
2601
Round Hill Asset Management
California
$1.04M
I
2602
INVST
Indiana
$1.04M +$1.67K +6 +0.2%
SIS
2603
Sound Income Strategies
Florida
$1.04M +$548K +1,965 +112%
GWA
2604
Gratus Wealth Advisors
Virginia
$1.04M -$32K -118 -3%
D
2605
Diversified
Delaware
$1.04M +$100K +359 +11%
KA
2606
Klingman & Associates
New York
$1.04M +$10.9K +39 +1%
TCM
2607
Tufton Capital Management
Maryland
$1.04M +$64.7K +232 +7%
AFGAS
2608
Allegiance Financial Group Advisory Services
Virginia
$1.04M -$94.1K -337 -8%
WH
2609
Willner & Heller
California
$1.03M -$3.91K -14 -0.4%
ACA
2610
Affinity Capital Advisors
California
$1.03M +$6.98K +25 +0.7%
VIP
2611
Vista Investment Partners
Oklahoma
$1.03M
WCM
2612
Wallace Capital Management
Texas
$1.02M
MAM
2613
McLean Asset Management
Virginia
$1.02M -$277 -1 -0%
QPW
2614
Quantum Private Wealth
Florida
$1.02M
BCM
2615
Brown Capital Management
Maryland
$1.02M
GAM
2616
GEM Asset Management
Michigan
$1.02M +$13.9K +51 +1%
ARC
2617
Advisor Resource Council
Texas
$1.02M -$335K -1,285 -25%
APC
2618
Aspire Private Capital
North Carolina
$1.02M +$131K +470 +15%
CAL
2619
Capital Advisors Ltd
Ohio
$1.02M +$17K +61 +2%
SCP
2620
Sivia Capital Partners
California
$1.02M -$2.23K -8 -0.2%
ME
2621
McIlrath & Eck
Washington
$1.02M +$26.5K +95 +3%
OPA
2622
Old Port Advisors
Maine
$1.02M +$4.19K +15 +0.4%
BCM
2623
Blume Capital Management
California
$1.01M -$101K -362 -9%
CWM
2624
Castle Wealth Management
Florida
$1.01M -$167K -599 -14%
HFM
2625
Hartford Funds Management
Pennsylvania
$1.01M +$116K +416 +13%