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 %
MA
3626
MAS Advisors
Florida
$208K +$208K +747 New
VFG
3627
V2 Financial group
Illinois
$208K +$208K +746 New
FIM
3628
Fruth Investment Management
Texas
$208K +$208K +748 New
EWM
3629
Edge Wealth Management
New York
$208K -$65.6K -235 -24%
THWM
3630
Taylor Hoffman Wealth Management
Virginia
$208K +$208K +745 New
CIA
3631
Cladis Investment Advisory
Montana
$208K +$208K +744 New
RRCM
3632
Rappaport Reiches Capital Management
Illinois
$207K +$207K +740 New
LFGO
3633
Legacy Financial Group (Oklahoma)
Oklahoma
$206K +$206K +738 New
DI
3634
DDFG Inc
California
$206K +$206K +737 New
TDC
3635
Thompson Davis & Co
Virginia
$205K -$11.2K -40 -5%
WF
3636
Whelan Financial
California
$205K +$205K +735 New
AWMG
3637
Alliance Wealth Management Group
New Jersey
$205K +$205K +735 New
AMG
3638
Asset Management Group
Connecticut
$205K +$205K +735 New
TIM
3639
Total Investment Management
Arizona
$204K -$19.3K -69 -9%
AA
3640
AlphaCentric Advisors
Puerto Rico
$204K -$19K -68 -9%
YAM
3641
Yacktman Asset Management
Texas
$204K +$204K +732 New
RAG
3642
RIA Advisory Group
Iowa
$204K +$204K +731 New
BSHC
3643
Breed's Hill Capital
Massachusetts
$204K -$13.7K -49 -6%
BWG
3644
Beta Wealth Group
California
$204K -$15.1K -54 -7%
CCP
3645
Clarity Capital Partners
California
$203K -$34.9K -125 -15%
WAG
3646
Wheelhouse Advisory Group
Missouri
$203K +$203K +728 New
FS
3647
Financial Symmetry
North Carolina
$203K +$203K +727 New
AAIM
3648
Asset Advisors Investment Management
Georgia
$203K +$203K +727 New
V
3649
ViaWealth
Kansas
$202K +$202K +725 New
CKAIS
3650
Christensen King & Associates Investment Services
Washington
$202K +$202K +724 New