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 %
SM
3576
Salzhauer Michael
$223K
KWM
3577
Kanen Wealth Management
Florida
$223K
RPGK
3578
Retirement Planning Group (Kansas)
Kansas
$223K +$223K +799 New
LFP
3579
Lakeshore Financial Planning
Michigan
$223K
OFS
3580
Oldfather Financial Services
Nebraska
$223K +$223K +798 New
BGAI
3581
Bruce G. Allen Investments
Colorado
$222K +$2.23K +8 +1%
DWS
3582
Dynamic Wealth Strategies
California
$222K +$9.23K +33 +4%
CCM
3583
Carlson Capital Management
Minnesota
$222K -$947K -3,391 -81%
AW
3584
Apricus Wealth
South Carolina
$221K -$56.4K -202 -20%
RIM
3585
Reliant Investment Management
Tennessee
$221K
WWP
3586
Waypoint Wealth Partners
California
$220K -$147K -527 -40%
STB
3587
S&T Bank
Pennsylvania
$220K
POIA
3588
Pin Oak Investment Advisors
Texas
$220K +$19.3K +69 +10%
DLCIG
3589
D.L. Carlson Investment Group
New Hampshire
$220K
HCM
3590
HMS Capital Management
Tennessee
$220K
USB
3591
Union Savings Bank
Connecticut
$220K
SWA
3592
Sax Wealth Advisors
New Jersey
$220K +$220K +788 New
JTWM
3593
Jackson Thornton Wealth Management
Alabama
$219K
EIP
3594
Ellis Investment Partners
Pennsylvania
$218K +$558 +2 +0.3%
OWM
3595
Opes Wealth Management
California
$218K -$42.7K -153 -16%
PIWA
3596
Prevail Innovative Wealth Advisors
Kansas
$217K -$2M -7,171 -90%
AWM
3597
Abound Wealth Management
Tennessee
$217K -$26.5K -95 -11%
WBG
3598
Wharton Business Group
Pennsylvania
$217K
BCM
3599
Birmingham Capital Management
Alabama
$216K
MCM
3600
Mengis Capital Management
Oregon
$216K +$216K +775 New