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 %
LI
2776
LVZ Inc
Michigan
$816K -$29.3K -105 -3%
Financial Engines Advisors
2777
Financial Engines Advisors
California
$816K +$182K +653 +29%
ACM
2778
Arcataur Capital Management
Wisconsin
$814K
LAS
2779
LWM Advisory Services
Florida
$812K -$19.5K -70 -2%
ML
2780
McAdam LLC
Pennsylvania
$812K -$268K -962 -25%
CAM
2781
Campion Asset Management
Virginia
$811K +$49.4K +177 +6%
NP
2782
Ninepoint Partners
Ontario, Canada
$809K
FAG
2783
Fortitude Advisory Group
Washington
$808K -$133K -477 -14%
B
2784
Bellecapital
Switzerland
$806K
T
2785
TrueFG
Texas
$804K +$279 +1 +0%
PHAM
2786
Palisades Hudson Asset Management
Florida
$801K
SIC
2787
Samalin Investment Counsel
New York
$800K -$225K -807 -22%
SC
2788
Saiph Capital
New Jersey
$799K +$10.6K +38 +1%
MWP
2789
Madison Wealth Partners
Wisconsin
$796K -$19K -68 -2%
LRIA
2790
Leonard Rickey Investment Advisors
Washington
$794K +$67.8K +243 +9%
PCWA
2791
Pacific Capital Wealth Advisors
California
$793K +$7.81K +28 +1%
MAM
2792
Meeder Asset Management
Ohio
$790K +$99.6K +357 +14%
IAP
2793
Indie Asset Partners
Indiana
$790K -$32.7K -117 -4%
HC
2794
Hoese & Co
Minnesota
$789K -$24K -85 -3%
VV
2795
Verity & Verity
South Carolina
$788K -$38.5K -138 -5%
FCA
2796
FLC Capital Advisors
California
$788K +$3.63K +13 +0.5%
HTIM
2797
Harbour Trust & Investment Management
Indiana
$784K
RP
2798
Rice Partnership
Hawaii
$783K -$139K -498 -15%
FBC
2799
Fairfield, Bush & Co
Connecticut
$783K -$11.2K -40 -1%
BWM
2800
Blossom Wealth Management
California
$782K +$27.9K +100 +4%