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 %
KFS
3376
Kelly Financial Services
Massachusetts
$304K +$46.3K +166 +18%
ML
3377
Mayport LLC
Massachusetts
$304K +$61.7K +221 +25%
BWM
3378
Birchcreek Wealth Management
Ohio
$303K +$303K +1,087 New
APG
3379
Abacus Planning Group
South Carolina
$303K -$35.2K -126 -10%
TT
3380
TI-Trust
Illinois
$303K +$303K +1,085 New
MHIC
3381
Marble Harbor Investment Counsel
Massachusetts
$303K
RS
3382
Rakuten Securities
Japan
$303K +$160K +572 +112%
4WM
3383
49 Wealth Management
Texas
$302K +$302K +1,084 New
TWM
3384
Triton Wealth Management
Arizona
$301K +$8.56K +31 +3%
PMG
3385
Private Management Group
California
$300K -$4.47K -16 -1%
EMFAT
3386
Emerald Mutual Fund Advisers Trust
Pennsylvania
$299K -$65.3K -234 -18%
T
3387
TCWP
Ohio
$299K +$6.14K +22 +2%
VW
3388
Vance Wealth
California
$299K +$21.2K +76 +8%
SFO
3389
Standard Family Office
South Dakota
$299K +$299K +1,071 New
NCM
3390
Neumann Capital Management
California
$299K
BIA
3391
Bell Investment Advisors
California
$298K +$7.81K +28 +3%
DCM
3392
Driehaus Capital Management
Illinois
$297K +$297K +1,063 New
RFM
3393
Royal Fund Management
Florida
$296K -$1.54M -5,509 -84%
HS
3394
Horan Securities
United States
$296K -$558 -2 -0.2%
GCM
3395
Goldstream Capital Management
Hong Kong
$296K -$47.4K -170 -14%
SFG
3396
Seamount Financial Group
Colorado
$296K
WCG
3397
Weaver Consulting Group
California
$295K +$3.35K +12 +1%
FIBT
3398
First International Bank & Trust
North Dakota
$294K
PFA
3399
Petra Financial Advisors
Colorado
$294K +$294K +1,092 New
VAMG
3400
Voisard Asset Management Group
Michigan
$292K