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 %
CMAI
3326
Capital Management Associates Inc
Minnesota
$334K +$9.49K +34 +3%
WMWM
3327
Whitaker-Myers Wealth Managers
Ohio
$332K +$332K +1,190 New
AWS
3328
Arkfeld Wealth Strategies
Nebraska
$331K +$38.2K +139 +13%
RA
3329
Riversedge Advisors
Delaware
$331K -$176K -632 -35%
PFA
3330
Plotkin Financial Advisors
Maryland
$330K +$61.7K +221 +23%
BBWP
3331
Beacon Bridge Wealth Partners
Pennsylvania
$330K
WHCFA
3332
William Howard & Co Financial Advisors
Tennessee
$330K +$330K +1,182 New
DFA
3333
Davies Financial Advisors
California
$330K +$330K +1,182 New
MSWM
3334
Mowery & Schoenfeld Wealth Management
Illinois
$329K -$1.67K -6 -0.5%
MIM
3335
Marco Investment Management
Georgia
$329K +$10.9K +39 +3%
SC
3336
Summa Corp
Texas
$329K +$59.7K +214 +22%
ARG
3337
Advisory Resource Group
Oklahoma
$328K -$274K -983 -46%
FDS
3338
Freedom Day Solutions
Texas
$328K
AWAP
3339
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$327K -$3.91K -14 -1%
KCFA
3340
Key Client Fiduciary Advisors
New Jersey
$326K +$18.1K +65 +6%
TCB
3341
Texas Capital Bancshares
Texas
$326K +$38.8K +139 +13%
BC
3342
Brio Consultants
California
$326K -$108K -387 -25%
SC
3343
Saturna Capital
Washington
$325K -$65.6K -235 -17%
MA
3344
MBA Advisors
Pennsylvania
$325K +$59.7K +214 +23%
MWM
3345
MinichMacGregor Wealth Management
New York
$324K +$86.3K +310 +36%
NC
3346
NovaPoint Capital
Georgia
$324K +$24.3K +87 +8%
HIG
3347
Heritage Investment Group
Florida
$323K +$6.97K +25 +2%
ODG
3348
O'Dell Group
Ohio
$321K +$279 +1 +0.1%
DWP
3349
Destiny Wealth Partners
Florida
$320K -$145K -521 -31%
MLFP
3350
MPS Loria Financial Planners
Illinois
$319K