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 %
PCMC
2751
Planning Capital Management Corporation
Pennsylvania
$852K +$27.9K +100 +3%
HA
2752
Hamel Associates
New Jersey
$851K
VAG
2753
VisionPoint Advisory Group
Texas
$849K +$279K +1,000 +49%
DMBA
2754
Deseret Mutual Benefit Administrators
Utah
$846K -$32.9K -118 -4%
MWA
2755
Monograph Wealth Advisors
California
$841K -$469K -1,680 -36%
WPA
2756
West Paces Advisors
Georgia
$840K +$8.37K +30 +1%
IWP
2757
Invenio Wealth Partners
Florida
$838K -$27.9K -100 -3%
CPM
2758
Connective Portfolio Management
New York
$837K +$837K +3,000 New
CG
2759
Cutler Group
California
$837K -$175K -628 -17%
RCM
2760
Requisite Capital Management
Texas
$835K
NFA
2761
Northwest Financial Advisors
Virginia
$835K
DCM
2762
DGS Capital Management
New Jersey
$834K +$255K +915 +44%
VCM
2763
Versant Capital Management
Arizona
$834K -$3.63K -13 -0.4%
MJP
2764
Michael J. Puzo
$833K -$62.8K -225 -7%
OPWM
2765
Oakwell Private Wealth Management
Texas
$832K +$64.5K +231 +8%
SAI
2766
Savvy Advisors Inc
New York
$829K +$196K +702 +31%
WA
2767
Waddell & Associates
Tennessee
$827K +$14.2K +51 +2%
RLIM
2768
Red Lighthouse Investment Management
New York
$827K +$2.23K +8 +0.3%
ACP
2769
Arcus Capital Partners
Georgia
$826K +$826K +2,959 New
MFWP
2770
Mosaic Family Wealth Partners
Missouri
$824K +$183K +655 +28%
CFSG
2771
Clark Financial Services Group
Missouri
$823K -$12.3K -44 -1%
ACM
2772
Avalon Capital Management
California
$820K +$50.2K +180 +7%
RFA
2773
Rollins Financial Advisors
New York
$820K +$221K +793 +37%
CASC
2774
Coppell Advisory Solutions Corp
Texas
$818K +$818K +2,932 New
LIA
2775
LBMC Investment Advisors
Tennessee
$816K