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 %
MCM
3551
Maple Capital Management
Vermont
$237K -$6.7K -24 -3%
WAS
3552
Wealth Advisory Solutions
Indiana
$237K +$13.4K +48 +6%
KFS
3553
Keynote Financial Services
Connecticut
$237K +$237K +848 New
PSFG
3554
Prairie Sky Financial Group
Illinois
$237K +$237K +848 New
SIG
3555
Spinnaker Investment Group
California
$236K +$8.37K +30 +4%
IPWA
3556
International Private Wealth Advisors
California
$236K -$25.7K -92 -10%
OL
3557
Owen LaRue
Kentucky
$234K +$234K +840 New
SKK
3558
Shepherd Kaplan Krochuk
Massachusetts
$233K
NMM
3559
Naples Money Management
Florida
$233K
HAS
3560
Holland Advisory Services
Florida
$232K +$1.95K +7 +0.8%
CAM
3561
Costello Asset Management
Pennsylvania
$232K +$36.3K +130 +19%
FWM
3562
FSA Wealth Management
Massachusetts
$231K
TI
3563
TTP Investments
California
$231K +$279 +1 +0.1%
HI
3564
Harrington Investments
California
$231K
ACM
3565
Academy Capital Management
Texas
$231K +$7.26K +26 +3%
MWA
3566
Muirfield Wealth Advisors
North Carolina
$231K +$558 +2 +0.2%
SJGA
3567
Stephen J. Garry & Associates
New York
$230K
PWA
3568
Phoenix Wealth Advisors
North Carolina
$230K +$9.49K +34 +4%
BF
3569
Brogan Financial
Tennessee
$230K +$230K +823 New
BA
3570
Bridge Advisory
California
$228K +$228K +818 New
BBWA
3571
Bell & Brown Wealth Advisors
California
$227K
SWM
3572
Silverlake Wealth Management
Vermont
$227K -$415K -1,486 -65%
FMP
3573
Financial Management Professionals
Texas
$226K -$14.8K -53 -6%
PL
3574
Parthenon LLC
Kentucky
$225K -$10.9K -39 -5%
AEPWM
3575
Atlantic Edge Private Wealth Management
Florida
$225K +$11.4K +41 +5%