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 %
HFA
3501
Highland Financial Advisors
New Jersey
$257K
ACM
3502
Ardent Capital Management
Ohio
$256K
NED
3503
Nancy E. Dempze
$255K
PWA
3504
Peterson Wealth Advisors
Utah
$255K -$1.4K -5 -0.5%
SWM
3505
Soundmark Wealth Management
Washington
$254K
EWP
3506
Elevation Wealth Partners
California
$254K
CWM
3507
Campbell Wealth Management
Virginia
$253K +$253K +905 New
SP
3508
SWS Partners
Ohio
$253K +$6.42K +23 +3%
AF
3509
Affiance Financial
Minnesota
$253K +$8.09K +29 +3%
FFP
3510
Forbes Financial Planning
Rhode Island
$252K
JWWM
3511
Johnson & White Wealth Management
Pennsylvania
$252K
AWM
3512
Accel Wealth Management
Iowa
$252K +$27.9K +100 +12%
AFO
3513
Arrowroot Family Office
California
$251K +$27.6K +99 +12%
IPW
3514
Invictus Private Wealth
Colorado
$251K -$83.4K -299 -25%
SC
3515
Schulhoff & Co
Ohio
$251K
CA
3516
CSM Advisors
Pennsylvania
$251K
VNA
3517
Valley National Advisers
Pennsylvania
$251K +$7.53K +27 +3%
CWM
3518
Chemistry Wealth Management
New York
$251K -$2.51K -9 -1%
RWMG
3519
Redwood Wealth Management Group
New Jersey
$250K
LC
3520
Lavaca Capital
Texas
$249K +$249K +894 New
RP
3521
Rowlandmiller & Partners
Georgia
$248K -$29.3K -105 -11%
AHB
3522
Abner Herrman & Brock
New Jersey
$248K -$24.6K -88 -9%
MAG
3523
Mayfair Advisory Group
Alabama
$248K +$23.4K +84 +10%
CIS
3524
Custom Index Systems
New York
$248K -$261K -936 -51%
BHBT
3525
Burke & Herbert Bank & Trust
Virginia
$247K