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 %
KFA
3276
Kelleher Financial Advisors
New York
$365K
AA
3277
AJ Advisors
Tennessee
$365K -$14.2K -51 -4%
CWA
3278
Clarus Wealth Advisors
Arizona
$365K -$6.04K -22 -2%
CICC
3279
Capital Investment Counsel (Colorado)
Colorado
$364K -$103K -370 -22%
NC
3280
Napatree Capital
Rhode Island
$364K +$2.69K +10 +0.7%
PA
3281
Prism Advisors
California
$363K
CHA
3282
Cooper/Haims Advisors
New York
$363K +$19.8K +71 +6%
CF
3283
Convergence Financial
Missouri
$363K +$363K +1,300 New
DFCM
3284
Dark Forest Capital Management
Puerto Rico
$363K +$77.3K +277 +27%
BCMLT
3285
Beacon Capital Management LLC (Tennessee)
Tennessee
$362K +$72.6K +260 +25%
CIA
3286
Caerus Investment Advisors
Texas
$358K
DIA
3287
Dean Investment Associates
Ohio
$357K -$39.1K -140 -10%
MBI
3288
May Barnhard Investments
Maryland
$356K -$25.4K -91 -7%
PFT
3289
Providence First Trust
Arizona
$355K +$355K +1,273 New
SFG
3290
Socha Financial Group
New York
$355K +$837 +3 +0.2%
TPW
3291
Tiller Private Wealth
Pennsylvania
$353K
SR
3292
Syntax Research
Florida
$353K +$279 +1 +0.1%
OPOWM
3293
One Plus One Wealth Management
Florida
$352K
PBO
3294
Peoples Bank (Ohio)
Ohio
$352K -$6.98K -25 -2%
SICM
3295
Sustainable Insight Capital Management
New York
$351K -$27.9K -100 -7%
BRA
3296
Biechele Royce Advisors
Indiana
$351K +$5.31K +19 +2%
PFA
3297
Pathway Financial Advisors
Vermont
$350K +$3.63K +13 +1%
UWM
3298
USAdvisors Wealth Management
Minnesota
$350K +$47.3K +121 +16%
MWM
3299
Mascoma Wealth Management
New Hampshire
$349K
LA
3300
Lifeworks Advisors
Michigan
$349K +$89.9K +322 +35%