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 %
FAT
851
First American Trust
California
$16M +$418K +1,496 +3%
LNWWM
852
Laird Norton Wetherby Wealth Management
California
$15.9M +$3.91K +14 +0%
MGWM
853
Marks Group Wealth Management
Minnesota
$15.8M +$110K +394 +0.7%
IPGDR
854
Investidor Profissional Gestao de Recursos
Brazil
$15.8M -$1.84M -6,604 -10%
BWL
855
Bogart Wealth LLC
Virginia
$15.8M -$883K -3,163 -5%
USCWA
856
U.S. Capital Wealth Advisors
Texas
$15.8M -$1.25M -4,493 -7%
BFEC
857
Benjamin F. Edwards & Company
Missouri
$15.7M +$1.86M +6,650 +13%
TSS
858
Thomas Story & Son
Indiana
$15.7M -$33.5K -120 -0.2%
OFS
859
OMC Financial Services
New York
$15.7M +$15.7M +56,126 New
CWM
860
Cabot Wealth Management
Massachusetts
$15.6M -$146K -522 -0.9%
CIA
861
CCM Investment Advisers
South Carolina
$15.6M -$1.05M -3,765 -6%
RSVP
862
Ramsay Stattman Vela & Price
Colorado
$15.6M -$65.6K -235 -0.4%
RCWMU
863
Rothschild & Co Wealth Management (UK)
United Kingdom
$15.5M +$712K +2,552 +5%
SAM
864
Sawgrass Asset Management
Florida
$15.5M +$320K +1,148 +2%
AC
865
Abbrea Capital
California
$15.4M -$246K -883 -2%
DAC
866
Dividend Assets Capital
South Carolina
$15.4M -$567K -2,032 -4%
ECM
867
ExodusPoint Capital Management
New York
$15.4M +$252K +902 +2%
CAM
868
Columbia Asset Management
Michigan
$15.4M -$18.2K -70 -0.1%
TPCW
869
TD Private Client Wealth
New York
$15.3M -$197K -707 -1%
TW
870
TritonPoint Wealth
Maryland
$15.2M -$160K -648 -1%
MLL
871
Moody Lynn & Lieberson
Massachusetts
$15.2M +$457K +1,639 +3%
BSI
872
Bennett Selby Investments
Maine
$15.1M +$126K +453 +0.8%
TF
873
Talbot Financial
Washington
$15.1M +$179K +641 +1%
CPIM
874
Coalescence Partners Investment Management
New York
$15M +$7.86M +28,171 +109%
MRCM
875
M&R Capital Management
New Jersey
$15M -$25.4K -91 -0.2%