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 %
EARNEST Partners
3601
EARNEST Partners
Georgia
$216K -$2.51K -9 -1%
KNFPWM
3602
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$216K +$279 +1 +0.1%
DW
3603
Durante & Waters
New York
$215K
CI
3604
Chartist Inc
California
$215K -$11.2K -40 -5%
PWM
3605
Power Wealth Management
Georgia
$215K
Members Trust
3606
Members Trust
Florida
$214K +$214K +768 New
CCM
3607
CAAS Capital Management
New York
$214K +$214K +767 New
ACA
3608
Aspire Capital Advisors
Washington
$214K +$214K +767 New
NFP
3609
Narus Financial Partners
Utah
$214K -$12K -43 -5%
EA
3610
Ergawealth Advisors
Illinois
$213K +$213K +763 New
IW
3611
Instrumental Wealth
Florida
$213K +$213K +786 New
VR
3612
Valued Retirements
Texas
$212K -$4.19K -15 -2%
KCM
3613
Kendall Capital Management
Maryland
$212K -$5.02K -18 -2%
WIM
3614
Westside Investment Management
California
$212K +$25.1K +90 +13%
PWA
3615
Providence Wealth Advisors
Illinois
$211K -$554K -1,993 -72%
AP
3616
Atwood & Palmer
Missouri
$210K +$8.09K +29 +4%
SM
3617
Sensible Money
Arizona
$210K +$210K +753 New
TFO
3618
Tarbox Family Office
California
$210K +$210K +753 New
MIHAS
3619
Maj Invest Holding A/S
Denmark
$210K
CMS
3620
Capital Market Strategies
Florida
$210K +$210K +752 New
SRA
3621
Secured Retirement Advisors
Minnesota
$209K +$209K +750 New
KLI
3622
Kelman-Lazarov Inc
Tennessee
$209K +$209K +750 New
RFA
3623
Register Financial Advisors
Georgia
$209K +$209K +748 New
SW
3624
SMART Wealth
Nebraska
$208K +$208K +747 New
ODFS
3625
O'Donnell Financial Services
California
$208K +$208K +747 New