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 %
NVIM
2976
New Vernon Investment Management
Illinois
$608K
PWA
2977
Physician Wealth Advisors
Utah
$607K +$22K +81 +4%
CFD
2978
Creative Financial Designs
Indiana
$606K -$25.1K -90 -4%
HIM
2979
Hillsdale Investment Management
Ontario, Canada
$604K +$20.4K +73 +3%
BBNB
2980
Baker Boyer National Bank
Washington
$604K -$13.1K -47 -2%
PCH
2981
PGIM Custom Harvest
New Jersey
$604K +$189K +676 +45%
SAS
2982
Stelac Advisory Services
New York
$603K -$4.47M -16,035 -88%
RA
2983
Ruggaard & Associates
Ohio
$602K -$35.7K -128 -6%
FCM
2984
Fourpath Capital Management
Oklahoma
$599K -$2.79K -10 -0.5%
DM
2985
Deerfield Management
New York
$596K +$596K +2,137 New
EA
2986
Everpar Advisors
Oklahoma
$595K +$121K +435 +26%
LC
2987
Lincoln Capital
Nebraska
$595K -$15.6K -56 -3%
QCIG
2988
Quad-Cities Investment Group
Iowa
$593K -$2.51K -9 -0.4%
EW
2989
Element Wealth
Mississippi
$593K +$163K +583 +38%
TRIA
2990
Trail Ridge Investment Advisors
Colorado
$591K -$69.5K -249 -11%
CBT
2991
CoreFirst Bank & Trust
Kansas
$590K -$11.2K -40 -2%
EFA
2992
Edge Financial Advisors
Illinois
$585K +$585K +2,097 New
WSWA
2993
Warren Street Wealth Advisors
California
$584K +$30.7K +110 +6%
AIP
2994
ARS Investment Partners
New York
$583K
SOW
2995
State of Wyoming
Wyoming
$580K -$53.3K -191 -8%
VC
2996
Veery Capital
Delaware
$579K -$2.79K -10 -0.5%
WC
2997
Westhampton Capital
North Carolina
$576K +$16.7K +60 +3%
UAG
2998
United Advisor Group
Ohio
$576K +$576K +2,065 New
MMHP
2999
Murphy Middleton Hinkle & Parker
Georgia
$575K
BWA
3000
BlueChip Wealth Advisors
Georgia
$574K -$181K -647 -24%