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 %
KSWWM
3451
Keyes Stange & Wooten Wealth Management
Florida
$277K +$4.19K +15 +2%
HWMG
3452
Hurlow Wealth Management Group
Indiana
$275K -$15.1K -54 -5%
OCM
3453
Objective Capital Management
Ohio
$273K +$273K +979 New
GWAG
3454
Garrett Wealth Advisory Group
Texas
$273K -$2.23K -8 -0.8%
4WM
3455
4J Wealth Management
Virginia
$273K +$279 +1 +0.1%
CAM
3456
Creekmur Asset Management
Illinois
$272K +$90.6K +325 +50%
RA
3457
Rise Advisors
New York
$272K +$186K +668 +218%
JF
3458
Joule Financial
Kentucky
$272K +$7.54K +27 +3%
EFG
3459
Ehrlich Financial Group
California
$271K -$9.77K -35 -3%
JWM
3460
JFG Wealth Management
Colorado
$271K -$450K -1,614 -62%
EM
3461
ELCO Management
New York
$271K -$14.5K -52 -5%
CCP
3462
Carmel Capital Partners
California
$270K -$279 -1 -0.1%
OTL
3463
Oak Thistle LLC
New York
$270K -$226K -810 -46%
SA
3464
Scarborough Advisors
Maryland
$269K +$10.9K +39 +4%
CSIA
3465
Charles Schwab Investment Advisory
California
$268K +$14.5K +52 +6%
RCI
3466
RS Crum Inc
California
$268K
GWI
3467
Grace & White Inc
New York
$268K
VCWA
3468
Vanguard Capital Wealth Advisors
Colorado
$267K -$1.12K -4 -0.4%
CCM
3469
Crabel Capital Management
California
$267K -$21.2K -76 -7%
CAM
3470
Crestone Asset Management
Colorado
$267K +$41.9K +150 +19%
WA
3471
Wealthstream Advisors
New York
$266K +$19.3K +69 +8%
GKIM
3472
GW&K Investment Management
Massachusetts
$266K +$5.03K +18 +2%
OGF
3473
Orin Green Financial
California
$265K -$247K -949 Closed
KWM
3474
KFG Wealth Management
Indiana
$265K +$31K +111 +13%
EA
3475
Eclectic Associates
California
$264K -$28.5K -102 -10%