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 %
CWC
2926
Carolinas Wealth Consulting
North Carolina
$649K +$129K +461 +25%
GCM
2927
Gallacher Capital Management
Colorado
$647K +$647K +2,319 New
SWM
2928
Stockman Wealth Management
Montana
$644K +$12.8K +46 +2%
CIM
2929
Chiron Investment Management
New York
$643K +$54.1K +194 +9%
PWA
2930
Provenance Wealth Advisors
Florida
$643K +$536K +1,920 +500%
BAM
2931
Bellevue Asset Management
Washington
$643K +$279 +1 +0%
JWA
2932
JFS Wealth Advisors
Pennsylvania
$643K +$21.2K +76 +3%
GA
2933
Goldstein Advisors
Wisconsin
$642K -$22K -79 -3%
KL
2934
KilterHowling LLC
Colorado
$640K +$163K +585 +34%
UL
2935
Unionview LLC
Washington
$639K -$26.2K -94 -4%
GCM
2936
Gator Capital Management
Florida
$638K
PHWM
2937
Pine Harbor Wealth Management
Maryland
$638K -$9.77K -35 -2%
AWAG
2938
ARS Wealth Advisors Group
Florida
$636K -$14.2K -51 -2%
TCM
2939
Tandem Capital Management
New Jersey
$636K -$8.37K -30 -1%
SPWG
2940
Sage Private Wealth Group
Illinois
$636K +$74.8K +268 +13%
FFG
2941
Frisch Financial Group
New York
$634K -$63.9K -229 -9%
SPC
2942
Stewart & Patten Company
California
$634K
WAM
2943
WFA Asset Management
Wisconsin
$632K +$27.9K +100 +5%
ES
2944
Eagle Strategies
New York
$629K +$629K +2,254 New
EBA
2945
Eagle Bay Advisors
New York
$628K -$837 -3 -0.1%
SFWA
2946
Summit Financial Wealth Advisors
Louisiana
$628K -$279 -1 -0%
SCG
2947
Sonata Capital Group
Washington
$627K +$140K +500 +29%
TFA
2948
Tobias Financial Advisors
Florida
$627K +$176K +631 +39%
MSCM
2949
McElhenny Sheffield Capital Management
Texas
$626K -$31.8K -114 -5%
NJBEST
2950
New Jersey Better Educational Savings Trust
New Jersey
$625K