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 %
BFWA
2651
Benchmark Financial Wealth Advisors
Florida
$976K -$27.6K -99 -3%
PDM
2652
Penn Davis McFarland
Texas
$975K -$21.2K -76 -2%
FAFN
2653
First Affirmative Financial Network
Colorado
$974K +$61.7K +221 +7%
GD
2654
Grandfield & Dodd
New York
$973K -$16.5K -59 -2%
FBT
2655
First Bank & Trust
South Dakota
$972K +$123K +441 +14%
PK
2656
Pflug Koory
Nebraska
$971K -$8.37K -30 -0.9%
3F
2657
360 Financial
Minnesota
$971K +$8.37K +30 +0.9%
ACA
2658
Ackerman Capital Advisors
Texas
$970K +$44.1K +158 +5%
FOA
2659
Five Oceans Advisors
California
$968K +$28.2K +101 +3%
ITC
2660
Inspire Trust Company
Nevada
$968K +$374K +1,339 +63%
AWA
2661
Aletheian Wealth Advisors
Washington
$966K -$117K -420 -11%
LF
2662
Lee Financial
Texas
$965K +$61.4K +220 +7%
NRC
2663
New Republic Capital
North Carolina
$965K +$104K +372 +12%
IF
2664
Intrua Financial
Texas
$964K -$45.5K -163 -5%
CWG
2665
Crown Wealth Group
North Carolina
$961K +$157K +564 +20%
AA
2666
Advisory Alpha
Michigan
$959K +$107K +383 +13%
AF
2667
Apexium Financial
Texas
$958K -$1.17M -4,180 -55%
SCM
2668
Semanteon Capital Management
Massachusetts
$956K +$505K +1,808 +112%
HWM
2669
Howard Wealth Management
Connecticut
$955K +$12K +43 +1%
JFA
2670
JNBA Financial Advisors
Minnesota
$954K -$15.3K -55 -2%
NSB
2671
Norway Savings Bank
Maine
$953K -$60.6K -217 -6%
WMA
2672
Wealth Management Associates
New Jersey
$949K -$42K -160 -4%
CHJWM
2673
Carlton Hofferkamp & Jenks Wealth Management
Texas
$949K +$40.7K +148 +4%
MS
2674
Madden Securities
Texas
$948K -$208K -744 -18%
HKIMG
2675
Hutchens & Kramer Investment Management Group
Indiana
$947K +$141K +505 +17%