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 %
DWA
3726
Delos Wealth Advisors
Texas
$74.5K +$31K +111 +71%
NBT
3727
Northwest Bank & Trust
Iowa
$72.8K
ICM
3728
Islay Capital Management
Texas
$69.8K
FUBT
3729
First United Bank & Trust
Maryland
$68.1K
SC
3730
Stephens Consulting
Michigan
$67.4K
T2I
3731
Turim 21 Investimentos
Brazil
$67K
SCA
3732
Stuart Chaussee & Associates
California
$65.9K
VWA
3733
Valued Wealth Advisors
Utah
$65.4K +$25.4K +91 +64%
BFS
3734
Burkett Financial Services
South Carolina
$65.3K
AP
3735
Aspect Partners
Virginia
$65.1K
LAM
3736
Lummis Asset Management
Texas
$63.4K
BHWM
3737
Beaird Harris Wealth Management
Texas
$62.2K -$38.8K -139 -38%
OAJ
3738
Ogorek Anthony Joseph
New York
$62K
DFA
3739
DHJJ Financial Advisors
Illinois
$61.7K
HF
3740
Halpern Financial
Virginia
$61.2K
TCM
3741
TD Capital Management
Tennessee
$59.2K +$2.51K +9 +4%
MFF
3742
Mango Five Family
Nevada
$58.6K
T
3743
Tidemark
California
$58.4K +$3.91K +14 +7%
MS
3744
Mizuho Securities
Japan
$53K -$184K -660 -78%
PG
3745
Proffitt & Goodson
Tennessee
$50.8K -$47.4K -170 -48%
RDFA
3746
Ritter Daniher Financial Advisory
Ohio
$50K
EAM
3747
Eukles Asset Management
Ohio
$49.1K
MDCM
3748
Morgan Dempsey Capital Management
Wisconsin
$48.8K
VL
3749
Vima LLC
Michigan
$47K
MAM
3750
MMA Asset Management
Pennsylvania
$46.8K +$46.8K +168 New