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 %
BFWM
3026
Bright Futures Wealth Management
New York
$550K +$550K +2,064 New
HWM
3027
Hemington Wealth Management
Virginia
$549K -$149K -533 -21%
EFMH
3028
E Fund Management (HK)
Hong Kong
$549K +$462K +1,655 +532%
AO
3029
Allen Operations
New York
$549K
DB
3030
Dravo Bay
Delaware
$548K
LWANC
3031
Laurel Wealth Advisors (North Carolina)
North Carolina
$548K -$10.6K -38 -2%
KFI
3032
Key Financial Inc
Pennsylvania
$548K
OPPS
3033
Obsidian Personal Planning Solutions
Maryland
$547K -$18K -67 -3%
EIG
3034
Ellenbecker Investment Group
Wisconsin
$545K -$24.6K -88 -4%
SCM
3035
SOL Capital Management
Maryland
$544K -$25.1K -90 -4%
OIM
3036
Oder Investment Management
California
$544K +$15.3K +55 +3%
VWM
3037
Valley Wealth Managers
New Jersey
$544K +$154K +553 +40%
CSPAM
3038
Cary Street Partners Asset Management
Virginia
$543K
CPW
3039
Crestmont Private Wealth
Texas
$543K +$116K +417 +27%
KPWG
3040
KFA Private Wealth Group
Virginia
$540K +$23.2K +83 +4%
BIP
3041
Blue Investment Partners
California
$540K
FNWA
3042
Financial Network Wealth Advisors
Utah
$540K +$12K +43 +2%
IIA
3043
Integral Investment Advisors
California
$540K +$291K +1,043 +117%
HP
3044
Holistic Planning
Texas
$539K +$279 +1 +0.1%
MCM
3045
Monarch Capital Management
Indiana
$539K +$17K +61 +3%
WOC
3046
West Oak Capital
California
$539K
SIG
3047
Sargent Investment Group
Maryland
$539K -$368K -1,318 -41%
SI
3048
Saxon Interests
Texas
$539K -$17K -61 -3%
TA
3049
Tactive Advisors
Florida
$538K +$538K +1,929 New
FFWM
3050
Future Financial Wealth Management
Ohio
$537K +$30.7K +110 +6%