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 %
TCM
2901
Towercrest Capital Management
Pennsylvania
$677K +$14K +50 +2%
LWM
2902
Laidlaw Wealth Management
New York
$677K -$1.76M -6,317 -72%
FCA
2903
Fortis Capital Advisors
Kansas
$676K +$70.9K +254 +12%
GSIAS
2904
Garden State Investment Advisory Services
New Jersey
$676K +$64.5K +231 +11%
SWM
2905
Scissortail Wealth Management
Oklahoma
$676K -$640K -2,292 -49%
RCM
2906
Raleigh Capital Management
North Carolina
$673K +$173K +620 +35%
LPAM
2907
Lodestar Private Asset Management
California
$672K +$5.58K +20 +0.8%
CWM
2908
Cahaba Wealth Management
Georgia
$672K +$558 +2 +0.1%
GCA
2909
Gradient Capital Advisors
California
$671K +$6.7K +24 +1%
JE
2910
JMAC Enterprises
Pennsylvania
$668K -$16.2K -58 -2%
PWP
2911
Pursue Wealth Partners
California
$664K
DA
2912
Drake & Associates
Wisconsin
$663K +$31.3K +112 +5%
SCM
2913
Steele Capital Management
Iowa
$662K -$23.4K -84 -3%
BWM
2914
BlackDiamond Wealth Management
New York
$661K -$8.09K -29 -1%
PCMF
2915
Private Capital Management (Florida)
Florida
$661K
TC
2916
TAGStone Capital
North Carolina
$661K +$3.35K +12 +0.5%
SC
2917
Sierra Capital
Florida
$661K +$661K +2,370 New
OWM
2918
OneAscent Wealth Management
Alabama
$660K -$35.1K -126 -5%
TC
2919
Trilogy Capital
California
$660K +$302K +1,083 +85%
FWM
2920
Finer Wealth Management
Massachusetts
$660K -$276K -990 -30%
RW
2921
Rede Wealth
Virginia
$659K -$1.4K -5 -0.2%
VAF
2922
Values Added Financial
District of Columbia
$656K +$33.2K +119 +5%
WAM
2923
Winslow Asset Management
Ohio
$656K
MAC
2924
Mason & Associates (California)
California
$652K +$42.1K +151 +7%
RWA
2925
Redhawk Wealth Advisors
Minnesota
$651K -$30.7K -110 -5%