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 %
HGWM
3426
Horst & Graben Wealth Management
Oregon
$284K +$279 +1 +0.1%
CW
3427
Cook Wealth
North Carolina
$284K +$26.8K +100 +10%
NAG
3428
Northstar Advisory Group
New Jersey
$284K -$2.51K -9 -0.9%
SNBOSCI
3429
Security National Bank of Sioux City Iowa
Iowa
$284K -$144K -515 -34%
SWK
3430
Stephen W. Kidder
$284K -$11.4K -41 -4%
FWM
3431
FMFE Wealth Management
New York
$283K
CFIM
3432
Client First Investment Management
Wisconsin
$283K
CMBA
3433
C.M. Bidwell & Associates
Hawaii
$282K -$1.4K -5 -0.5%
TCMP
3434
Thrive Capital Management (Pennsylvania)
Pennsylvania
$281K -$190K -680 -40%
RFP
3435
Root Financial Partners
California
$281K +$281K +1,008 New
FWM
3436
Forza Wealth Management
Florida
$281K
LF
3437
LifeSteps Financial
California
$280K -$22.3K -80 -7%
FWM
3438
Focused Wealth Management
New York
$279K +$40.7K +146 +17%
Dodge & Cox
3439
Dodge & Cox
California
$279K -$55.8K -200 -17%
MCI
3440
MRP Capital Investments
Georgia
$279K
MIM
3441
Merrion Investment Management
New Jersey
$279K
AI
3442
ArchPoint Investors
Florida
$279K
KWA
3443
Kellett Wealth Advisors
Ohio
$279K +$5.03K +18 +2%
VFG
3444
Victory Financial Group
Texas
$279K -$336K -1,203 -55%
TWP
3445
Triad Wealth Partners
Kansas
$278K +$278K +996 New
MAA
3446
Matrix Asset Advisors
New York
$277K +$279 +1 +0.1%
RIS
3447
Retirement Income Solutions
Michigan
$277K
BSAM
3448
Blue Square Asset Management
New York
$277K
GCA
3449
Greenwood Capital Associates
South Carolina
$277K -$1.4K -5 -0.5%
AIMC
3450
Alley Investment Management Company
Illinois
$277K