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 %
CWA
3701
Core Wealth Advisors
Florida
$114K +$4.19K +15 +4%
S
3702
Sachetta
Massachusetts
$113K
HB
3703
Horizon Bancorp
Indiana
$112K
CWA
3704
Carolina Wealth Advisors
South Carolina
$111K
IWP
3705
IAG Wealth Partners
Wisconsin
$108K +$6.98K +25 +7%
EA
3706
Evolution Advisers
Virginia
$107K
FFA
3707
Frazier Financial Advisors
Ohio
$106K +$9.78K +35 +10%
RWA
3708
Redmont Wealth Advisors
Illinois
$103K +$103K +368 New
CJL
3709
Cyrus J. Lawrence
New York
$102K +$102K +367 New
PA
3710
Pineridge Advisors
Missouri
$101K -$79.2K -284 -44%
CM
3711
Capula Management
Cayman Islands
$99.4K +$99.4K +356 New
BHWM
3712
Bay Harbor Wealth Management
Maryland
$98.8K -$837 -3 -0.8%
PP
3713
Pingora Partners
Wyoming
$97.7K +$97.7K +350 New
GG
3714
Gleason Group
Kentucky
$97.3K -$3.9K -14 -4%
FFO
3715
Fortitude Family Office
Arizona
$95.7K +$8.37K +30 +10%
W
3716
WealthCollab
Washington
$91.5K -$1.12K -4 -1%
IPW
3717
Impact Partnership Wealth
Georgia
$87.9K -$1.4K -5 -2%
GIS
3718
Grayhawk Investment Strategies
Alberta, Canada
$85.7K
LG
3719
LAM Group
Oregon
$83.7K
MCM
3720
MidAtlantic Capital Management
Virginia
$81.5K -$59.7K -214 -42%
IRC
3721
Investors Research Corp
Georgia
$80.1K -$16.5K -59 -17%
AWM
3722
Activest Wealth Management
Florida
$80K +$279 +1 +0.3%
RBC
3723
Roble Belko & Company
Pennsylvania
$79K -$3.94K -14 -5%
DPW
3724
DiNuzzo Private Wealth
Pennsylvania
$77K
KWAG
3725
Kiely Wealth Advisory Group
North Carolina
$75.2K