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 %
CCG
3076
Coastwise Capital Group
California
$509K +$10K +36 +2%
PAG
3077
Paladin Advisory Group
Iowa
$508K
LF
3078
Lantz Financial
Illinois
$508K +$57.2K +205 +13%
NCTC
3079
New Covenant Trust Company
Indiana
$508K +$508K +1,819 New
BIA
3080
Biondo Investment Advisors
Pennsylvania
$506K -$5.02K -18 -1%
CMI
3081
Clare Market Investments
Texas
$505K +$279K +1,000 +123%
PA
3082
Probity Advisors
Texas
$505K
EFI
3083
EHP Funds Inc
Canada
$502K -$391K -1,400 -44%
CHA
3084
Carmichael Hill & Associates
Maryland
$502K -$13.4K -48 -3%
CPA
3085
Clear Point Advisors
New York
$500K +$27.1K +97 +6%
FA
3086
Financial Alternatives
California
$498K +$279 +1 +0.1%
IA
3087
Insight Advisors
Pennsylvania
$497K -$14.5K -52 -3%
YWS
3088
Yarger Wealth Strategies
Ohio
$497K +$85.9K +308 +21%
RWPA
3089
Richard W. Paul & Associates
Michigan
$497K -$17.6K -63 -3%
FCM
3090
Family Capital Management
Michigan
$496K -$186K -668 -27%
HCA
3091
Heck Capital Advisors
Wisconsin
$496K +$5.58K +20 +1%
LJHT
3092
Laurie J. Hall Trustee
$496K
MAM
3093
Mainsail Asset Management
Alabama
$495K
IWS
3094
Insight Wealth Strategies
California
$495K -$18.1K -65 -4%
SHF
3095
Stage Harbor Financial
Massachusetts
$493K -$1.95K -7 -0.4%
MA
3096
MKT Advisors
California
$492K
EA
3097
Emerald Advisors
Washington
$492K -$3.91K -14 -0.8%
W
3098
Wealthquest
Ohio
$491K +$8.09K +29 +2%
WDG
3099
Wealth Dimensions Group
Ohio
$490K -$48.3K -173 -9%
RFN
3100
Redwood Financial Network
Ohio
$490K -$4.47K -16 -0.9%