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 %
BFA
2676
Bragg Financial Advisors
North Carolina
$946K -$114K -410 -11%
RP
2677
Riverwater Partners
Wisconsin
$946K +$102K +364 +12%
CAM
2678
Claret Asset Management
Quebec, Canada
$945K +$15.4K +55 +2%
MSA
2679
Marino Stram & Associates
Massachusetts
$944K +$16.5K +59 +2%
SRC
2680
Sage Rhino Capital
California
$944K -$28.2K -101 -3%
MCM
2681
Mendel Capital Management
Arkansas
$943K -$43.5K -156 -4%
RFG
2682
RFP Financial Group
Georgia
$942K -$158K -566 -14%
NPT
2683
Nixon Peabody Trust
Massachusetts
$941K +$105K +378 +13%
SP
2684
Sequent Planning
Nebraska
$937K +$937K +3,357 New
MC
2685
Maren Capital
Illinois
$935K
BWM
2686
Baron Wealth Management
Michigan
$935K +$110K +394 +13%
AP
2687
Adero Partners
California
$934K -$34.9K -125 -4%
RWS
2688
Resolute Wealth Strategies
Mississippi
$933K +$25.4K +91 +3%
EFA
2689
Evernest Financial Advisors
Indiana
$930K +$61K +226 +7%
FCG
2690
Fielder Capital Group
Tennessee
$930K +$30.1K +108 +3%
CPA
2691
Cardiff Park Advisors
California
$930K -$7.54K -27 -0.8%
MIP
2692
Marietta Investment Partners
Wisconsin
$930K +$144K +517 +18%
FZCM
2693
Flynn Zito Capital Management
New York
$927K +$455K +1,632 +97%
ESBC
2694
E.S. Barr & Co
Kentucky
$926K -$14K -50 -1%
BWA
2695
Bordeaux Wealth Advisors
California
$921K -$198K -711 -18%
WWS
2696
Wellington Wealth Strategies
Indiana
$921K -$96.6K -346 -9%
RW
2697
REDW Wealth
New Mexico
$920K -$5.58K -20 -0.6%
PG
2698
Prostatis Group
Maryland
$920K +$24.6K +88 +3%
FFA
2699
Fi3 Financial Advisors
Indiana
$920K -$5.1K -19 -0.6%
GWA
2700
GGM Wealth Advisors
Maryland
$919K -$1.11K -4 -0.1%