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 %
HWA
3101
HHM Wealth Advisors
Tennessee
$488K +$56.4K +202 +13%
TCWM
3102
Total Clarity Wealth Management
Illinois
$488K +$6.98K +25 +1%
SEIA
3103
Signature Estate & Investment Advisors
California
$488K +$1.95K +7 +0.4%
AT
3104
Arvest Trust
Oklahoma
$483K -$214K -768 -31%
FCFC
3105
First Citizens Financial Corp
Iowa
$483K +$8.09K +29 +2%
GHA
3106
Granite Harbor Advisors
Texas
$481K +$18.4K +66 +4%
BPFA
3107
Barnes Pettey Financial Advisors
Mississippi
$480K -$1.4K -5 -0.3%
MKC
3108
M. Kraus & Co
Vermont
$480K +$4.47K +16 +0.9%
OWA
3109
ORBA Wealth Advisors
Illinois
$479K
SM
3110
Sweeney & Michel
California
$478K +$478K +1,722 New
MFG
3111
Midwest Financial Group
Kansas
$478K -$613K -2,197 -56%
BTWM
3112
Brass Tax Wealth Management
Ohio
$477K +$477K +1,710 New
APM
3113
Advanced Portfolio Management
New York
$476K +$476K +1,704 New
GBWM
3114
Granite Bay Wealth Management
New Hampshire
$475K -$35.6M -127,647 -99%
USWIA
3115
UP Strategic Wealth Investment Advisors
Pennsylvania
$475K -$6.42K -23 -1%
MMH
3116
Menora Mivtachim Holdings
Israel
$474K -$1.68M -6,030 -78%
AC
3117
AXQ Capital
New Jersey
$474K -$949K -3,400 -67%
JEST
3118
JTC Employer Solutions Trustee
Jersey
$474K
YWM
3119
Yoder Wealth Management
California
$472K -$21.2K -76 -4%
GA
3120
Gateway Advisory
New Jersey
$471K +$77.3K +277 +20%
EB
3121
Exchange Bank
California
$471K -$5.86K -21 -1%
HA
3122
Hofer & Associates
California
$470K +$279 +1 +0.1%
RVPG
3123
Relative Value Partners Group
$469K -$4.37K -16 -0.9%
BWA
3124
Burt Wealth Advisors
Maryland
$469K
GHAM
3125
Gilman Hill Asset Management
Connecticut
$468K +$74.2K +266 +19%