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 %
AF
826
Allworth Financial
California
$16.6M +$1.81M +6,502 +12%
NI
827
Nepsis Inc
Minnesota
$16.6M -$175K -627 -1%
SSWM
828
Sheets Smith Wealth Management
North Carolina
$16.6M +$137K +491 +0.8%
PFU
829
Parus Finance (UK)
United Kingdom
$16.5M +$2.51M +9,004 +18%
AWM
830
Axxcess Wealth Management
California
$16.5M +$539K +1,931 +3%
QIM
831
Quest Investment Management
Oregon
$16.5M -$859K -3,079 -5%
GP
832
Girard Partners
Pennsylvania
$16.5M -$430K -1,540 -3%
CIA
833
Covington Investment Advisors
Pennsylvania
$16.5M -$325K -1,165 -2%
OMC
834
Overbrook Management Corp
New York
$16.4M -$4.45M -15,959 -21%
LGWM
835
Litman Gregory Wealth Management
California
$16.4M +$462K +1,654 +3%
PF
836
Phoenix Financial
Israel
$16.4M +$5.93M +21,288 +57%
EIA
837
Edgemoor Investment Advisors
Maryland
$16.3M +$324K +1,160 +2%
EF
838
Empowered Funds
Pennsylvania
$16.3M +$2.26M +8,086 +16%
GIP
839
Gavilan Investment Partners
California
$16.3M
FFP
840
FourThought Financial Partners
Florida
$16.3M -$132K -474 -0.8%
BONST
841
Bank of Nova Scotia Trust
Ontario, Canada
$16.3M -$353K -1,266 -2%
EGA
842
Eagle Global Advisors
Texas
$16.3M +$188K +672 +1%
OIA
843
OneDigital Investment Advisors
Kansas
$16.2M -$4.82M -17,256 -23%
LOAME
844
Lombard Odier Asset Management (Europe)
United Kingdom
$16.2M +$1.18M +4,233 +8%
TCM
845
Telos Capital Management
California
$16.2M -$172K -616 -1%
ZDA
846
Zweig-DiMenna Associates
New York
$16.1M -$110K -393 -0.7%
CC
847
Criteria Caixa
Spain
$16.1M
1C
848
1623 Capital
Virginia
$16.1M +$112K +400 +0.7%
AIM
849
Arcadia Investment Management
Michigan
$16.1M +$265K +948 +2%
KIA
850
Knollwood Investment Advisory
Maryland
$16.1M