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 %
FWI
3176
Facet Wealth Inc
Maryland
$430K +$137K +504 +47%
BWCS
3177
Beirne Wealth Consulting Services
Connecticut
$428K -$577K -2,069 -57%
RAM
3178
Roanoke Asset Management
New Jersey
$427K
WA
3179
WESPAC Advisors
California
$427K -$15.6K -56 -4%
AIIMS
3180
Analyst IMS Investment Management Services
Israel
$426K +$52.4K +188 +14%
EC
3181
EdgeRock Capital
Colorado
$425K -$41K -147 -9%
LRWA
3182
Long Run Wealth Advisors
New York
$424K +$10.3K +37 +2%
LWM
3183
Lakeridge Wealth Management
Ohio
$423K +$2.79K +10 +0.7%
VP
3184
Verum Partners
North Carolina
$422K +$6.14K +22 +1%
NJIM
3185
Nabity-Jensen Investment Management
Nebraska
$420K +$50.5K +181 +14%
MIAS
3186
Mason Investment Advisory Services
Virginia
$420K -$1.67K -6 -0.4%
JWM
3187
JPL Wealth Management
Colorado
$419K +$62.8K +225 +18%
CFFP
3188
Center for Financial Planning
Michigan
$419K +$12K +43 +3%
BAM
3189
BOCHK Asset Management
Hong Kong
$419K
UBG
3190
United Bank (Georgia)
Georgia
$418K -$7.81K -28 -2%
SC
3191
Seldon Capital
California
$418K
HFS
3192
Howard Financial Services
Texas
$417K -$837 -3 -0.2%
AMG
3193
Advisors Management Group
Wisconsin
$417K -$3.35K -12 -0.8%
HP
3194
HT Partners
Connecticut
$417K +$558 +2 +0.1%
DA
3195
DSC Advisors
Illinois
$416K +$34K +122 +9%
PRWA
3196
Platte River Wealth Advisors
Colorado
$416K
AC
3197
Apella Capital
Connecticut
$414K -$10.5K -38 -2%
MAM
3198
Marquette Asset Management
Minnesota
$414K -$40.5K -145 -9%
BFG
3199
Bouchey Financial Group
New York
$414K -$6.14K -22 -1%
PPW
3200
Presilium Private Wealth
Pennsylvania
$413K +$2.79K +10 +0.7%