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 %
CPA
3351
Capital Performance Advisors
California
$318K +$24.8K +89 +8%
PAM
3352
Paradigm Asset Management
New York
$318K -$97.7K -350 -23%
MWM
3353
Mosley Wealth Management
California
$318K -$12.8K -46 -4%
EL
3354
Essex LLC
Illinois
$318K
CGA
3355
Crescent Grove Advisors
Illinois
$318K -$111K -399 -26%
FWM
3356
Fortress Wealth Management
California
$317K
SFCL
3357
Strengthening Families & Communities LLC
Massachusetts
$317K -$2.79K -10 -0.9%
WA
3358
WealthTrust Axiom
Pennsylvania
$317K +$279 +1 +0.1%
TW
3359
Towerpoint Wealth
California
$317K +$84.8K +304 +37%
CTC (Chicago Trading Company)
3360
CTC (Chicago Trading Company)
Illinois
$316K +$316K +1,134 New
G
3361
GenTrust
Florida
$316K +$316K +1,133 New
PSF
3362
Pacific Sun Financial
California
$316K
HHGA
3363
Halbert Hargrove Global Advisors
California
$315K +$93.5K +335 +42%
SEA
3364
Stegent Equity Advisors
Texas
$315K +$315K +1,128 New
PAG
3365
Powers Advisory Group
Illinois
$311K -$5.3K -19 -2%
BMM
3366
Berkshire Money Management
Massachusetts
$308K +$308K +1,104 New
APWA
3367
Atlas Private Wealth Advisors
New Jersey
$308K -$308K -1,103 -50%
UWPG
3368
Ullmann Wealth Partners Group
Florida
$307K +$39.1K +140 +15%
NIM
3369
Nexus Investment Management
Ontario, Canada
$306K
WIA
3370
Wetzel Investment Advisors
Indiana
$306K +$3.53K +13 +1%
AIA
3371
AIMZ Investment Advisors
California
$305K
PJWM
3372
Philip James Wealth Mangement
Georgia
$305K +$9.21K +33 +3%
BDFN
3373
Bond & Devick Financial Network
Minnesota
$304K -$14K -50 -4%
WWM
3374
Wagner Wealth Management
South Carolina
$304K
AAG
3375
Armstrong Advisory Group
Massachusetts
$304K