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 %
CIAS
2726
CFS Investment Advisory Services
New Jersey
$890K +$224K +803 +34%
WFMPM
2727
Woodley Farra Manion Portfolio Management
Indiana
$888K +$170K +608 +24%
CWS
2728
Cypress Wealth Services
California
$886K +$229K +821 +35%
HCM
2729
Hutchinson Capital Management
California
$885K +$2.51K +9 +0.3%
PFG
2730
PAX Financial Group
Texas
$884K -$35.2K -126 -4%
BB
2731
Burford Brothers
Texas
$882K +$558 +2 +0.1%
SWM
2732
Shelton Wealth Management
Texas
$880K +$151K +540 +21%
WFA
2733
Wellspring Financial Advisors
Ohio
$880K +$14K +50 +2%
MAM
2734
McCarthy Asset Management
California
$878K -$183K -655 -17%
KCM
2735
Kanawha Capital Management
Virginia
$877K +$98K +351 +13%
TWM
2736
TMD Wealth Management
Arizona
$875K
DWM
2737
Dogwood Wealth Management
Kansas
$874K +$84.8K +304 +11%
NWA
2738
New World Advisors
Massachusetts
$874K +$109K +390 +14%
MCM
2739
Morton Capital Management
California
$872K +$24K +86 +3%
DCM
2740
Dimension Capital Management
Florida
$871K -$25.1K -90 -3%
DF
2741
Dunhill Financial
United Kingdom
$869K -$34K -122 -4%
TPW
2742
Transatlantique Private Wealth
New York
$868K +$43.3K +155 +5%
BCG
2743
Breakwater Capital Group
New Jersey
$867K +$71.2K +255 +9%
KFA
2744
Kapstone Financial Advisors
Ohio
$867K -$24.3K -87 -3%
SIAG
2745
Safeguard Investment Advisory Group
California
$863K -$27.9K -100 -3%
AC
2746
Annandale Capital
Texas
$861K
CG
2747
Cynosure Group
Utah
$860K -$6.08M -21,800 -88%
LA
2748
Latitude Advisors
Florida
$858K -$16.2K -58 -2%
SB
2749
Sunflower Bank
Texas
$853K -$23.7K -85 -3%
OW
2750
Olistico Wealth
Oklahoma
$853K -$121K -433 -12%