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 %
DDPIC
2851
Deroy & Devereaux Private Investment Counsel
Michigan
$730K -$178K -636 -20%
VDI
2852
Vaughan David Investments
Illinois
$728K +$296K +1,061 +69%
WFM
2853
Wolff Financial Management
Michigan
$727K
PA
2854
Parkside Advisors
California
$726K +$1.95K +7 +0.3%
PWA
2855
Primoris Wealth Advisors
Florida
$723K +$15.3K +55 +2%
AWM
2856
Act Wealth Management
Texas
$723K
WAOI
2857
Wealth Advisors of Iowa
Iowa
$722K +$279K +1,000 +63%
SCA
2858
St. Clair Advisors
Ohio
$721K +$152K +543 +27%
CPL
2859
CAP Partners LLC
Tennessee
$720K +$279 +1 +0%
BFC
2860
Bedel Financial Consulting
Indiana
$719K +$279 +1 +0%
KFS
2861
Kaizen Financial Strategies
California
$718K -$84.3K -302 -11%
PWM
2862
Proathlete Wealth Management
Florida
$718K -$28.2K -101 -4%
FA
2863
Fiduciary Alliance
South Carolina
$716K -$30.3K -109 -4%
TWP
2864
Tempus Wealth Planning
California
$715K +$123K +442 +21%
CAG
2865
Curtis Advisory Group
California
$712K
DSN
2866
D. Scott Neal
Kentucky
$712K
NA
2867
Navellier & Associates
Nevada
$711K -$105K -375 -13%
LA
2868
Lane & Associates
New Jersey
$709K +$113K +406 +19%
GP
2869
Geneva Partners
Wisconsin
$709K
TA
2870
TrueWealth Advisors
Alabama
$708K +$83.5K +299 +13%
HC
2871
Hamilton Capital
Ohio
$707K -$60.3K -216 -8%
AA
2872
Apriem Advisors
California
$704K +$83.7K +300 +13%
CRIG
2873
Charter Research & Investment Group
Connecticut
$703K
AA
2874
Addison Advisors
Vermont
$702K +$19.3K +69 +3%
IIC
2875
Integrated Investment Consultants
Michigan
$702K -$3.91K -14 -0.6%