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 %
TWA
3126
Talisman Wealth Advisors
New Jersey
$467K +$5.02K +18 +1%
PCI
3127
Planning Center Inc
Illinois
$466K
FFG
3128
Fortem Financial Group
California
$466K +$55.8K +200 +14%
SWM
3129
Seed Wealth Management
Illinois
$466K
PCS
3130
Private Client Services
Kentucky
$466K -$7.54K -27 -2%
HPM
3131
Hoxton Planning & Management
West Virginia
$465K +$18.4K +66 +4%
NCM
3132
Next Capital Management
New York
$465K +$184K +658 +65%
COCM
3133
Charter Oak Capital Management
New Hampshire
$465K +$123K +442 +36%
BWA
3134
Beam Wealth Advisors
Louisiana
$464K +$73.7K +264 +19%
DP
3135
Divergent Planning
Maryland
$464K +$104K +375 +29%
CBTWT
3136
Community Bank & Trust (Waco, Texas)
Texas
$463K -$27.9K -100 -6%
CIM
3137
Contravisory Investment Management
Massachusetts
$462K +$4.74K +17 +1%
NIWA
3138
New Insight Wealth Advisors
California
$461K -$16.5K -59 -3%
MHR
3139
Matthew Hamilton Rosenberg
$461K -$26.7K -96 -5%
WPWM
3140
Western Pacific Wealth Management
Illinois
$460K +$5.86K +21 +1%
PIMG
3141
Patriot Investment Management Group
Tennessee
$460K -$47.2K -169 -9%
TWA
3142
Tandem Wealth Advisors
Arizona
$459K
FDCP
3143
Foster Dykema Cabot & Partners
Massachusetts
$458K
PS
3144
Planned Solutions
California
$458K
NIA
3145
NIA Impact Advisors
California
$457K +$457K +1,639 New
FIC
3146
FCG Investment Company
Tennessee
$454K -$1.06M -3,788 -70%
AI
3147
AdvisorShares Investments
Maryland
$454K
NRW
3148
Nova R Wealth
Kansas
$453K +$558 +2 +0.1%
AGC
3149
Aspen Grove Capital
Colorado
$453K +$36K +129 +9%
SSW
3150
Smith Shellnut Wilson
Mississippi
$452K +$5.86K +21 +1%