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 %
EWA
3251
ERTS Wealth Advisors
Michigan
$382K -$8.09K -29 -2%
FA
3252
Fortis Advisors
Pennsylvania
$382K +$11.2K +40 +3%
CAM
3253
Concorde Asset Management
Michigan
$379K +$165K +591 +77%
SA
3254
Skyline Advisors
Washington
$379K +$69.2K +248 +22%
CL
3255
CIM LLC
New York
$377K
OCM
3256
Orser Capital Management
Texas
$377K
OHIS
3257
Oak Harvest Investment Services
Texas
$377K -$5.3K -19 -1%
PCA
3258
Prosperity Capital Advisors
Ohio
$377K +$25.4K +91 +7%
WCFA
3259
Walkner Condon Financial Advisors
Wisconsin
$377K +$33.8K +121 +10%
ELM
3260
Elite Life Management
Florida
$376K -$9.21K -33 -2%
VCM
3261
Verde Capital Management
Michigan
$376K +$147K +527 +64%
GJIA
3262
Glass Jacobson Investment Advisors
Maryland
$376K
HBWM
3263
Hollow Brook Wealth Management
New York
$376K
OLVIG
3264
Oliver Lagore Vanvalin Investment Group
Michigan
$374K -$14K -50 -4%
LCGC
3265
Legacy Capital Group California
California
$372K +$12K +43 +3%
FC
3266
Financial Council
Maryland
$372K
EWS
3267
Evergreen Wealth Solutions
Pennsylvania
$371K -$3.63K -13 -1%
HI
3268
Humankind Investments
New York
$370K -$12.3K -44 -3%
KFC
3269
Klingenstein Fields & Co
New York
$370K -$1.95K -7 -0.5%
FWM
3270
FFT Wealth Management
Pennsylvania
$370K +$17.9K +64 +5%
FCMC
3271
Founders Capital Management (Connecticut)
Connecticut
$370K +$19.8K +71 +6%
GC
3272
Gibson Capital
Pennsylvania
$369K
TFF
3273
The Family Firm
Maryland
$368K +$558 +2 +0.2%
PFM
3274
Phillips Financial Management
Indiana
$367K +$2.79K +10 +0.8%
MSA
3275
McAlister Sweet & Associates
Texas
$366K -$10.6K -38 -3%