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 %
FCMT
3526
Founders Capital Management (Texas)
Texas
$247K
CCIA
3527
Campbell & Co Investment Adviser
Maryland
$246K -$419K -1,502 -63%
ST
3528
Sentinel Trust
Texas
$246K
WIM
3529
Warwick Investment Management
Texas
$246K +$246K +881 New
OCPWS
3530
One Charles Private Wealth Services
Massachusetts
$246K +$246K +881 New
DLHL
3531
Donald L. Hagan LLC
Florida
$246K -$1.4K -5 -0.6%
OCM
3532
Orleans Capital Management
Louisiana
$246K -$76.7K -275 -24%
IF
3533
IRON Financial
Illinois
$245K +$30.1K +108 +14%
IAG
3534
Investment Advisory Group
Massachusetts
$244K +$4.19K +15 +2%
SIC
3535
SFE Investment Counsel
California
$244K +$244K +873 New
BO
3536
Bank OZK
Arkansas
$243K -$9.21K -33 -4%
LWMG
3537
Levy Wealth Management Group
Pennsylvania
$242K
AF
3538
Apollon Financial
South Carolina
$242K +$15.9K +57 +7%
VI
3539
VanderPol Investments
Michigan
$242K +$23.7K +85 +11%
HFS
3540
Heritage Financial Services
Massachusetts
$241K +$241K +864 New
MWM
3541
Massachusetts Wealth Management
Massachusetts
$240K +$240K +861 New
CFA
3542
Capstone Financial Advisors
Illinois
$240K +$279 +1 +0.1%
WQ
3543
Wealth Quarterback
New Jersey
$239K +$279 +1 +0.1%
LC
3544
Landaas & Company
Wisconsin
$239K +$2.51K +9 +1%
RIA
3545
RPG Investment Advisory
California
$239K -$6.98K -25 -3%
IFAM
3546
Institutional & Family Asset Management
Colorado
$239K -$6.14K -22 -3%
BA
3547
Bellwether Advisors
Nebraska
$238K +$3.63K +13 +2%
TMWM
3548
Taylor & Morgan Wealth Management
Michigan
$238K -$20.1K -72 -8%
VCAM
3549
Van Cleef Asset Management
Ohio
$237K -$41.9K -150 -15%
JWS
3550
Juncture Wealth Strategies
Arizona
$237K