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 %
CNFG
2876
Creegan & Nassoura Financial Group
New Hampshire
$700K
SPW
2877
Sonoma Private Wealth
California
$700K +$159K +569 +29%
MAM
2878
Marotta Asset Management
Virginia
$699K
KFSC
2879
Keystone Financial Services (Colorado)
Colorado
$698K -$3.07K -11 -0.4%
AG
2880
Artal Group
Luxembourg
$698K
LFA
2881
Laraway Financial Advisors
Minnesota
$698K
TWP
2882
Tower Wealth Partners
Pennsylvania
$698K +$39.9K +143 +6%
WFG
2883
Wills Financial Group
Virginia
$697K +$697K +2,496 New
GC
2884
Garde Capital
Washington
$694K -$20.7K -74 -3%
BWG
2885
Berry Wealth Group
Texas
$693K -$210K -751 -23%
EAM
2886
Evanson Asset Management
California
$693K
DA
2887
Detalus Advisors
Missouri
$693K +$14.2K +51 +2%
CFO
2888
Callan Family Office
Pennsylvania
$690K +$414K +1,483 +150%
FSA
2889
Franklin Street Advisors
North Carolina
$689K +$237K +848 +52%
GSIS
2890
Global Strategic Investment Solutions
Arizona
$688K +$55.3K +198 +9%
TW
2891
Traveka Wealth
California
$684K -$253K -906 -27%
BHIA
2892
Birch Hill Investment Advisors
Massachusetts
$684K +$4.19K +15 +0.6%
MWA
2893
Moser Wealth Advisors
Washington
$684K -$14K -50 -2%
OFW
2894
Omnia Family Wealth
Florida
$682K +$16.2K +58 +2%
HWA
2895
Heartwood Wealth Advisors
Virginia
$682K
PRC
2896
Pearl River Capital
Michigan
$680K +$680K +2,435 New
DA
2897
Dover Advisors
Virginia
$679K +$191K +686 +39%
HCM
2898
Hengehold Capital Management
Ohio
$679K +$80.9K +290 +14%
GF
2899
Gries Financial
Ohio
$679K -$4.19K -15 -0.6%
AAM
2900
Augustine Asset Management
Florida
$678K +$79.8K +286 +13%