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 %
VIA
3476
Virtus Investment Advisers
Connecticut
$264K -$28.2K -101 -10%
GFG
3477
Goldstone Financial Group
Illinois
$264K -$1.12K -4 -0.4%
MFG
3478
Mendota Financial Group
Wisconsin
$263K -$93.2K -334 -26%
CA
3479
CGN Advisors
Kansas
$263K +$1.4K +5 +0.5%
PCM
3480
Prelude Capital Management
New York
$263K +$263K +941 New
MWM
3481
Melfa Wealth Management
Massachusetts
$262K +$262K +940 New
CCA
3482
Cadent Capital Advisors
Oklahoma
$262K -$279 -1 -0.1%
CRI
3483
Colonial River Investments
Virginia
$262K -$747K -2,675 -74%
FA
3484
FSA Advisors
Michigan
$261K +$558 +2 +0.2%
CFGA
3485
Cambridge Financial Group (Arizona)
Arizona
$261K -$31.8K -114 -11%
TF
3486
Tompkins Financial
New York
$260K -$51.6K -185 -17%
GA
3487
GSG Advisors
New Jersey
$260K +$17.7K +64 +7%
EPWM
3488
Essex Private Wealth Management
Massachusetts
$260K
FMI
3489
F/M Investments
District of Columbia
$259K +$2.33K +9 +0.9%
GB
3490
Goepper Burkhardt
South Carolina
$259K +$8.7K +31 +3%
NI
3491
NCP Inc
California
$259K +$259K +929 New
SWRP
3492
Summit Wealth & Retirement Planning
California
$259K -$82.3K -295 -24%
NA
3493
Nottingham Advisors
New York
$259K -$838 -3 -0.3%
WP
3494
Wealthspan Partners
Iowa
$258K -$1.12K -4 -0.4%
PF
3495
Parker Financial
Washington
$258K
WC
3496
Wynn Capital
Georgia
$258K
FPGK
3497
Financial Partners Group (Kansas)
Kansas
$258K +$9.21K +33 +4%
MSWM
3498
McGlone Suttner Wealth Management
Wisconsin
$258K +$29.3K +105 +13%
MP
3499
McDonald Partners
Ohio
$257K +$279 +1 +0.1%
PP
3500
PrairieView Partners
Minnesota
$257K