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 %
FSWA
3676
Financial Synergies Wealth Advisors
Texas
$172K +$152K +544 +756%
PWMG
3677
Private Wealth Management Group
New Jersey
$169K +$16.7K +60 +11%
DCBT
3678
Dakota Community Bank & Trust
North Dakota
$168K -$9.77K -35 -6%
BC
3679
Barrett & Company
Rhode Island
$162K
NCM
3680
Northwest Capital Management
Oregon
$161K
CMP
3681
Coston McIsaac & Partners
Maine
$157K -$50K -179 -24%
CYG
3682
Clean Yield Group
Vermont
$151K
IA
3683
IFS Advisors
Kansas
$147K
NECFA
3684
New England Capital Financial Advisors
Connecticut
$145K -$10.9K -39 -7%
MIM
3685
Meridiem Investment Management
United Kingdom
$145K +$5.58K +20 +4%
CPG
3686
Custom Portfolio Group
Colorado
$141K
BBPWM
3687
Blue Bell Private Wealth Management
Pennsylvania
$141K +$1.4K +5 +1%
TLA
3688
Tanglewood Legacy Advisors
Texas
$133K +$2.23K +8 +2%
HWM
3689
HighMark Wealth Management
Minnesota
$132K
CPG
3690
Cornerstone Planning Group
New Jersey
$131K -$16.4K -61 -11%
LWA
3691
Lowe Wealth Advisors
Maryland
$128K
DCM
3692
Disciplina Capital Management
Tennessee
$128K
TC
3693
Tacita Capital
Ontario, Canada
$124K
CTWM
3694
Cherry Tree Wealth Management
Minnesota
$122K +$2.51K +9 +2%
AFS
3695
Annapolis Financial Services
Maryland
$122K -$253K -905 -67%
AW
3696
Avion Wealth
Texas
$120K +$32.4K +116 +37%
PA
3697
PSI Advisors
Florida
$120K -$39.4K -141 -25%
MCA
3698
Maryland Capital Advisors
Maryland
$116K +$74K +265 +177%
TCM
3699
Tradewinds Capital Management
Washington
$114K -$6.14K -22 -5%
GC
3700
Globeflex Capital
California
$114K