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 %
JPMIA
801
J.P. Marvel Investment Advisors
Massachusetts
$17.7M +$23.7K +85 +0.1%
SWM
802
Segment Wealth Management
Texas
$17.6M +$741K +2,654 +4%
DA
803
Dash Acquisitions
California
$17.6M +$454K +1,665 +3%
MC
804
Martin Currie
United Kingdom
$17.5M +$1.12M +4,000 +7%
KCM
805
Kingdon Capital Management
New York
$17.4M +$9.07M +32,500 +108%
RSS
806
Rosenblum Silverman Sutton
California
$17.3M -$231K -828 -1%
SCA
807
Stillwater Capital Advisors
Pennsylvania
$17.2M -$8.93K -32 -0.1%
PNAA
808
Pictet North America Advisors
Switzerland
$17.1M -$1.06M -3,788 -6%
VIM
809
Vinva Investment Management
Australia
$17.1M +$327K +1,173 +2%
WC
810
Whitney & Co
New York
$17.1M +$210K +752 +1%
SW
811
Simplicity Wealth
New Jersey
$17.1M +$16M +57,366 +1,457%
TW
812
Trajan Wealth
Arizona
$17.1M +$17.1M +61,192 New
PA
813
Procyon Advisors
Connecticut
$17M +$707K +2,534 +4%
PL
814
Parkwood LLC
Ohio
$16.9M +$11.4M +40,716 +205%
MCM
815
Makena Capital Management
California
$16.9M -$1.44M -5,176 -8%
BFS
816
Bradley Foster & Sargent
Connecticut
$16.9M -$184K -661 -1%
VI
817
Vestcor Inc
New Brunswick, Canada
$16.8M -$2.09M -7,491 -11%
CAMG
818
CWA Asset Management Group
Florida
$16.8M -$434K -1,554 -3%
RWM
819
Ritholtz Wealth Management
New York
$16.7M +$234K +837 +1%
SHGA
820
Sand Hill Global Advisors
California
$16.7M -$663K -2,374 -4%
FNFDCM
821
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$16.7M +$2.23K +8 +0%
VFA
822
Valeo Financial Advisors
Indiana
$16.7M +$284K +1,034 +2%
PAM
823
Peak Asset Management
Colorado
$16.7M +$5.3K +19 +0%
LF
824
Longbow Finance
Switzerland
$16.7M -$11.5M -41,032 -41%
TCOV
825
Trust Company of Vermont
Vermont
$16.6M +$1.77M +6,351 +12%