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 %
CIC
3401
Cutler Investment Counsel
Oregon
$292K +$558 +2 +0.2%
FWM
3402
Foguth Wealth Management
Michigan
$292K +$292K +1,046 New
FNBTCON
3403
First National Bank & Trust Co of Newtown
Pennsylvania
$292K
GWA
3404
Geometric Wealth Advisors
District of Columbia
$292K
RWG
3405
Ratio Wealth Group
Colorado
$291K
AFM
3406
Armstrong Fleming & Moore
District of Columbia
$291K -$15.4K -55 -5%
ASG
3407
Ariston Services Group
California
$291K -$4.74K -17 -2%
ODIJL
3408
One Day In July LLC
Vermont
$291K +$291K +1,042 New
WFC
3409
Western Financial Corp
California
$291K +$68.4K +245 +31%
FCCM
3410
First City Capital Management
Georgia
$290K -$112K -400 -28%
SBF
3411
Sara-Bay Financial
Florida
$290K
BRA
3412
Bender Robert & Associates
California
$289K -$1.4K -5 -0.5%
APW
3413
Aurora Private Wealth
New Jersey
$289K +$10.6K +38 +4%
UI
3414
Unconventional Investor
New Hampshire
$289K
TIM
3415
Tortoise Investment Management
New York
$289K +$16.5K +59 +6%
WFA
3416
WMG Financial Advisors
Tennessee
$289K +$289K +1,034 New
DWM
3417
Dechtman Wealth Management
Colorado
$288K +$288K +1,032 New
YCG
3418
Yeomans Consulting Group
Georgia
$287K +$12K +43 +4%
SFP
3419
Sterling Financial Planning
New Jersey
$287K +$287K +1,027 New
BDF
3420
Black Diamond Financial
Maryland
$286K
IWM
3421
Integris Wealth Management
California
$286K -$13.4K -48 -4%
LC
3422
LCNB Corp
Ohio
$285K -$72.3K -259 -20%
SFG
3423
Sterling Financial Group
California
$285K -$6.14K -22 -2%
BMA
3424
Brooks Moore & Associates
Tennessee
$285K
MFS
3425
Madrona Financial Services
Washington
$285K +$285K +1,021 New