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 %
JFG
3751
JDM Financial Group
Texas
$46.3K
CIR
3752
Clear Investment Research
Georgia
$44.4K -$5.87K -21 -12%
HFS
3753
Horizon Financial Services
North Carolina
$44.4K +$44.4K +159 New
PCM
3754
Perritt Capital Management
Illinois
$44.1K
CMA
3755
Cedar Mountain Advisors
Oregon
$43.8K
MFA
3756
McClarren Financial Advisors
Pennsylvania
$43K +$279 +1 +0.7%
VWWMG
3757
Vermillion & White Wealth Management Group
Pennsylvania
$42.5K
FGAM
3758
Financial Gravity Asset Management
Texas
$42.1K -$2.33M -8,508 -98%
CFG
3759
CKW Financial Group
Hawaii
$42K
ATC
3760
Advantage Trust Company
Kansas
$41.9K -$14K -50 -25%
FFL
3761
Financial Freedom LLC
Ohio
$41.2K
PP
3762
PFS Partners
New Jersey
$41K
EIM
3763
Essex Investment Management
Massachusetts
$39.4K
CFS
3764
CGC Financial Services
Oregon
$37.7K +$18.1K +65 +93%
AFWM
3765
Abich Financial Wealth Management
Virginia
$37.1K +$12.8K +46 +53%
FRA
3766
Frank Rimerman Advisors
California
$35.7K
KC
3767
Kepos Capital
New York
$34K +$34K +122 New
NA
3768
Nordwand Advisors
Pennsylvania
$32.1K +$32.1K +115 New
AA
3769
AlphaMark Advisors
Kentucky
$32K -$2.78K -10 -8%
QL
3770
Quarry LP
New York
$31.8K +$9.49K +34 +43%
SC
3771
Steph & Co
Wisconsin
$28.2K
CIAS
3772
CBIZ Investment Advisory Services
Ohio
$28K +$28K +100 New
LFA
3773
Legend Financial Advisors
Pennsylvania
$27.9K
GWSA
3774
Global Wealth Strategies & Associates
Colorado
$27.9K
AS
3775
Altshuler Shaham
Israel
$27.6K -$279 -1 -1%