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 %
AIP
3201
Almanack Investment Partners
Pennsylvania
$413K +$85.7K +307 +26%
KIA
3202
KLR Investment Advisors
Rhode Island
$412K
MWP
3203
Meridian Wealth Partners
Pennsylvania
$411K +$6.7K +24 +2%
LWM
3204
LongView Wealth Management
Georgia
$411K -$58.1K -208 -12%
MWM
3205
Merriman Wealth Management
Washington
$411K +$23.2K +83 +6%
KLCM
3206
KG&L Capital Management
Louisiana
$410K +$26K +93 +7%
SIC
3207
Schwartz Investment Counsel
Michigan
$410K
PCA
3208
Peddock Capital Advisors
Massachusetts
$410K +$4.19K +15 +1%
KA
3209
Kercheville Advisors
Texas
$410K +$33.5K +120 +9%
NIC
3210
Northwest Investment Counselors
Oregon
$410K
PVAMC
3211
PPS&V Asset Management Consultants
Michigan
$407K -$61.7K -221 -13%
APWM
3212
Argonautica Private Wealth Management
Massachusetts
$407K +$407K +1,459 New
PWP
3213
Precedent Wealth Partners
Texas
$406K
ACM
3214
Absolute Capital Management
Pennsylvania
$404K +$404K +1,448 New
LFGH
3215
Lee Financial Group Hawaii
Hawaii
$404K +$837 +3 +0.2%
MC
3216
McCarthy & Cox
Ohio
$404K +$404K +1,447 New
FWP
3217
Firethorn Wealth Partners
Georgia
$404K +$2.79K +10 +0.7%
BFPW
3218
BOK Financial Private Wealth
Colorado
$403K +$49.7K +178 +14%
GWM
3219
Greenwich Wealth Management
Connecticut
$403K +$25.9K +93 +7%
HNWAG
3220
High Net Worth Advisory Group
Florida
$401K -$5.58K -20 -1%
PIM
3221
Pullen Investment Management
Florida
$400K +$400K +1,435 New
SHWM
3222
Smith & Howard Wealth Management
Georgia
$400K
CWA
3223
Consilio Wealth Advisors
Washington
$398K +$35.5K +127 +10%
CCMI
3224
Creative Capital Management Investments
California
$398K
WA
3225
Westfuller Advisors
New York
$397K +$397K +1,424 New