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 %
ACM
3001
Andina Capital Management
Utah
$574K +$128K +460 +29%
FCIM
3002
Fairview Capital Investment Management
California
$574K -$558 -2 -0.1%
ETIA
3003
Epic Trust Investment Advisors
Washington
$573K +$23.2K +83 +4%
SFG
3004
SNS Financial Group
Minnesota
$572K +$7.54K +27 +1%
CA
3005
Crumly & Associates
Illinois
$567K +$2.51K +9 +0.4%
SAM
3006
Smithbridge Asset Management
Pennsylvania
$566K -$13.1K -47 -2%
WAM
3007
Worth Asset Management
Texas
$565K +$71.4K +256 +14%
LCM
3008
LVM Capital Management
Michigan
$565K +$16.7K +60 +3%
HCC
3009
Hirtle Callaghan & Co
Pennsylvania
$565K +$151K +541 +36%
CG
3010
Clifford Group
Massachusetts
$564K
RTC
3011
Riverview Trust Company
Washington
$564K +$37.4K +134 +7%
CSWM
3012
Cassady Schiller Wealth Management
Ohio
$563K +$4.19K +15 +0.7%
C1AG
3013
Client 1st Advisory Group
Florida
$563K +$61.1K +219 +12%
CWA
3014
Canvas Wealth Advisors
Kansas
$563K +$167K +612 +42%
LI
3015
LRI Investments
Florida
$562K +$562K +2,012 New
GWM
3016
Gitterman Wealth Management
New Jersey
$559K +$326K +1,167 +140%
TVAMP
3017
Tennessee Valley Asset Management Partners
Tennessee
$555K -$535K -1,917 -49%
EL
3018
EWA LLC
Pennsylvania
$554K +$116K +414 +27%
AFAS
3019
Acorn Financial Advisory Services
Virginia
$553K -$39.1K -140 -7%
PIAS
3020
PCA Investment Advisory Services
Ohio
$552K +$3.07K +11 +0.6%
HFP
3021
Holistic Financial Partners
Indiana
$552K +$1.12K +4 +0.2%
CIG
3022
Cairn Investment Group
Washington
$552K +$3.91K +14 +0.7%
RG
3023
Richelieu Gestion
France
$552K +$223K +801 +68%
PSCM
3024
Per Stirling Capital Management
Texas
$552K +$279 +1 +0.1%
NFG
3025
Nadler Financial Group
Illinois
$550K +$20.1K +72 +4%