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 %
DAM
2951
Draper Asset Management
New York
$625K +$625K +2,241 New
SFG
2952
Sunburst Financial Group
Alabama
$624K +$11.4K +41 +2%
FCA
2953
FinTrust Capital Advisors
South Carolina
$623K -$93.8K -336 -13%
CC
2954
Callan Capital
California
$622K +$257K +920 +70%
CFO
2955
Collective Family Office
Pennsylvania
$622K +$40.2K +144 +7%
AWA
2956
Amplius Wealth Advisors
Pennsylvania
$621K +$10K +36 +2%
RIP
2957
RAM Investment Partners
Washington
$621K +$305K +1,094 +97%
CFS
2958
Commonwealth Financial Services
West Virginia
$620K
LA
2959
LexAurum Advisors
Kansas
$619K -$567K -2,031 -48%
BFS
2960
Burr Financial Services
California
$618K
SIM
2961
SSI Investment Management
California
$618K -$5.58K -20 -0.9%
CWM
2962
Cedar Wealth Management
California
$617K -$67.5K -242 -10%
CSB
2963
City State Bank
Iowa
$617K -$6.42K -23 -1%
C
2964
CEDRUS
Colorado
$615K +$54.4K +195 +10%
CG
2965
Clarus Group
Texas
$614K -$16.5K -59 -3%
LAM
2966
Lewis Asset Management
California
$614K -$2.51K -9 -0.4%
IAG
2967
Investmark Advisory Group
Connecticut
$614K +$558 +2 +0.1%
Aristotle Capital Management
2968
Aristotle Capital Management
California
$614K
BA
2969
Birinyi Associates
Connecticut
$614K
MI
2970
Motiv8 Investments
Florida
$613K +$114K +407 +23%
MPCG
2971
Matrix Private Capital Group
New York
$612K -$17.6K -63 -3%
TCBWMS
2972
Texas Capital Bank Wealth Management Services
Texas
$612K +$11.7K +42 +2%
MC
2973
Merlin Capital
Rhode Island
$611K +$6.7K +24 +1%
SCA
2974
Sandy Cove Advisors
Massachusetts
$610K +$60.3K +216 +11%
YLHM
2975
Yelin Lapidot Holdings Management
Israel
$610K