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 %
SN
3301
Sittner & Nelson
Oregon
$349K
MWC
3302
MBM Wealth Consultants
Missouri
$348K
WPW
3303
Warther Private Wealth
Ohio
$347K +$122K +437 +54%
AR
3304
Apeiron RIA
Texas
$345K
SFC
3305
Swisher Financial Concepts
Ohio
$344K
WA
3306
Waterford Advisors
New York
$343K
CB
3307
Centennial Bank
Arkansas
$343K
SLG
3308
Stanley-Laman Group
Pennsylvania
$342K -$922K -3,305 -73%
JSAM
3309
J. Safra Asset Management
New York
$342K +$70.6K +253 +26%
JGIA
3310
Jackson Grant Investment Advisers
Connecticut
$342K
AAM
3311
Austin Asset Management
Texas
$342K -$26.8K -96 -7%
WJA
3312
Willis Johnson & Associates
Texas
$341K +$51.6K +185 +18%
TFM
3313
TFC Financial Management
Massachusetts
$340K +$188K +673 +123%
KAM
3314
KEB Asset Management
Illinois
$340K +$558 +2 +0.2%
FP
3315
Financial Perspectives
Minnesota
$339K -$8.93K -32 -3%
SFC
3316
SYM Financial Corp
Indiana
$339K +$25.7K +92 +8%
ACC
3317
Acorn Creek Capital
Colorado
$339K +$4.19K +15 +1%
GWM
3318
GSB Wealth Management
Connecticut
$339K -$25.9K -93 -7%
EFG
3319
Embree Financial Group
Illinois
$337K +$21.5K +77 +7%
PWM
3320
Prosperity Wealth Management
California
$336K +$92.1K +330 +38%
ORC
3321
O'Rourke & Company
Massachusetts
$335K +$279 +1 +0.1%
CMP
3322
Courage Miller Partners
Virginia
$335K
CWM
3323
C2C Wealth Management
Arizona
$335K
AGM
3324
Alpine Global Management
New York
$335K +$60K +215 +22%
FWP
3325
Falcon Wealth Planning
California
$334K -$18.1K -65 -5%