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 %
AWA
3226
ARQ Wealth Advisors
Arizona
$397K +$397K +1,423 New
IFA
3227
Index Fund Advisors
California
$396K
VCM
3228
Vivaldi Capital Management
Illinois
$393K -$114K -405 -22%
SWM
3229
Solano Wealth Management
California
$392K
HWM
3230
Horizon Wealth Management
Illinois
$392K +$67.8K +243 +21%
MAG
3231
M3 Advisory Group
Massachusetts
$392K +$392K +1,404 New
HI
3232
Harper Investing
California
$391K +$391K +1,402 New
MIM
3233
Martin Investment Management
Florida
$391K
WW
3234
Westshore Wealth
California
$390K
FFAM
3235
Forge First Asset Management
Canada
$390K
DWG
3236
Darden Wealth Group
Michigan
$388K +$3.07K +11 +0.8%
IF
3237
Integrity Financial
Wyoming
$388K +$27.9K +100 +8%
FBFS
3238
First Business Financial Services
Wisconsin
$387K -$75.4K -270 -16%
GWP
3239
Gateway Wealth Partners
Wisconsin
$387K +$26K +93 +7%
CWM
3240
Cherrydale Wealth Management
New Jersey
$386K +$44.9K +161 +13%
BG
3241
Benedetti & Gucer
Georgia
$386K
FC
3242
Fusion Capital
South Carolina
$385K +$1.12K +4 +0.3%
III
3243
Independent Investors Inc
New York
$385K
AP
3244
Advisors Preferred
Maryland
$385K -$97.1K -349 -20%
AWM
3245
Aberdeen Wealth Management
Illinois
$384K -$70.9K -254 -16%
DWM
3246
Defined Wealth Management
Oregon
$383K +$1.4K +5 +0.4%
TPWA
3247
Twin Peaks Wealth Advisors
California
$383K +$9.49K +34 +3%
WFA
3248
WestHill Financial Advisors
California
$383K +$4.75K +17 +1%
AWP
3249
Abacus Wealth Partners
California
$383K +$383K +1,372 New
WCAMG
3250
Woodard & Company Asset Management Group
North Carolina
$382K