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 %
HZ
3051
Hixon Zuercher
Ohio
$536K -$14.2K -51 -3%
RWM
3052
RKL Wealth Management
Pennsylvania
$533K -$10.6K -38 -2%
SDWMA
3053
Schneider Downs Wealth Management Advisors
Pennsylvania
$532K +$308K +1,103 +137%
WF
3054
Wayfinding Financial
Washington
$529K +$36.6K +132 +7%
EA
3055
Echo45 Advisors
California
$526K -$1.95K -7 -0.4%
HI
3056
Hudock Inc
Pennsylvania
$525K -$20.4K -73 -4%
CCWM
3057
Correct Capital Wealth Management
Missouri
$524K +$11.7K +42 +2%
BBA
3058
Braun-Bostich & Associates
Pennsylvania
$523K -$92.4K -331 -15%
DWA
3059
Dougherty Wealth Advisers
Minnesota
$522K -$152K -544 -23%
GAM
3060
Garrison Asset Management
Arkansas
$522K -$3.35K -12 -0.6%
RPCA
3061
Running Point Capital Advisors
California
$521K -$169K -604 -24%
VAM
3062
Verity Asset Management
North Carolina
$521K
ACA
3063
Atlas Capital Advisors
Wyoming
$521K -$6.36M -22,800 -92%
SIM
3064
Studio Investment Management
Illinois
$521K +$27.6K +99 +6%
TI
3065
Truepoint Inc
Ohio
$520K -$918K -3,288 -64%
JDR
3066
Jay D. Rosenbaum
$520K
RB
3067
Rodgers Brothers
Pennsylvania
$518K +$202K +725 +64%
JWM
3068
Jeppson Wealth Management
California
$517K -$1.95K -7 -0.4%
EWA
3069
Evolution Wealth Advisors
Florida
$517K +$28.2K +101 +6%
MIG
3070
McGuire Investment Group
Rhode Island
$516K -$8.65K -31 -2%
SWM
3071
StoneCrest Wealth Management
Arizona
$512K -$12.6K -45 -2%
SFA
3072
Source Financial Advisors
New York
$511K -$78.7K -282 -13%
1CP
3073
17 Capital Partners
Arizona
$511K
CWM
3074
Chesapeake Wealth Management
Virginia
$511K +$4.19K +15 +0.8%
PPW
3075
Parcion Private Wealth
Washington
$510K