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 %
WDL
2801
Well Done LLC
Michigan
$781K +$97.4K +349 +14%
VEA
2802
Virtus ETF Advisers
New York
$779K +$75.1K +269 +11%
AWS
2803
Aspen Wealth Strategies
Colorado
$778K -$179K -642 -19%
FPB
2804
First PREMIER Bank
South Dakota
$778K +$139K +497 +22%
SFG
2805
Summit Financial Group
West Virginia
$778K -$14K -50 -2%
BOPW
2806
Brandywine Oak Private Wealth
Pennsylvania
$776K -$4.19K -15 -0.5%
CPA
2807
Court Place Advisors
Maryland
$776K
NAMNJ
2808
NorthStar Asset Management (New Jersey)
New Jersey
$776K -$10.9K -39 -1%
SWA
2809
SOA Wealth Advisors
New York
$776K +$1.95K +7 +0.3%
RWI
2810
Red Wave Investments
Pennsylvania
$775K
MTIC
2811
Missouri Trust & Investment Company
Missouri
$774K -$24.3K -87 -3%
BBW
2812
Blue Barn Wealth
Utah
$774K +$140K +503 +22%
MCC
2813
Money Concepts Capital
Florida
$774K -$85.4K -306 -10%
HTHT
2814
Hemenway Trust Hemenway Trust
New Hampshire
$774K -$95.7K -343 -11%
MSG
2815
Main Street Group
Virginia
$772K +$22K +79 +3%
SFS
2816
Sharp Financial Services
Pennsylvania
$771K -$183K -655 -19%
BCM
2817
BluePath Capital Management
Georgia
$770K +$139K +499 +22%
FG
2818
Foster Group
Iowa
$769K +$1.4K +5 +0.2%
AFG
2819
Allegheny Financial Group
Pennsylvania
$768K -$44.1K -158 -5%
BW
2820
BIP Wealth
Georgia
$767K +$289K +1,034 +60%
MAM
2821
Milestone Asset Management
Pennsylvania
$764K +$130K +466 +21%
SWM
2822
Salvus Wealth Management
New Jersey
$764K +$82.9K +297 +12%
AFA
2823
Arlington Financial Advisors
California
$764K +$52.7K +189 +7%
ALC
2824
Alexander Labrunerie & Co
Missouri
$762K +$762K +2,732 New
IPAM
2825
Investment Partners Asset Management
New Jersey
$762K -$25.4K -91 -3%