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 %
OPCM
926
Osborne Partners Capital Management
California
$13.5M -$4.19K -15 -0%
LIM
927
Leavell Investment Management
Alabama
$13.5M -$706K -2,529 -5%
SG
928
Sienna Gestion
France
$13.5M +$13.5M +48,260 New
YL
929
YCG LLC
Texas
$13.4M -$68.3K -246 -0.5%
WPP
930
Whalerock Point Partners
Rhode Island
$13.4M +$106K +379 +0.8%
RWA
931
River Wealth Advisors
Pennsylvania
$13.4M -$81.5K -292 -0.6%
TCM
932
Thames Capital Management
New Jersey
$13.4M -$1.09M -3,917 -8%
USAA
933
United Services Automobile Association
Texas
$13.4M
LBC
934
Lowe Brockenbrough & Co
Virginia
$13.4M +$2.41M +8,619 +22%
LOAMS
935
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.4M +$6.74M +24,152 +102%
PVI
936
Pine Valley Investments
New Jersey
$13.3M +$1.08M +3,860 +9%
LWIC
937
Leith Wheeler Investment Counsel
British Columbia, Canada
$13.2M +$1.91M +6,835 +17%
PAM
938
Palisade Asset Management
Minnesota
$13.2M -$249K -893 -2%
DAM
939
Deltec Asset Management
New York
$13.2M
BFG
940
Bleakley Financial Group
New Jersey
$13.1M +$914K +3,274 +7%
LNB
941
Ledyard National Bank
$13M -$196K -703 -1%
PIM
942
Progressive Investment Management
Oregon
$12.9M -$192K -689 -1%
TFA
943
Teamwork Financial Advisors
Texas
$12.9M +$2.15M +7,696 +20%
GFS
944
GYL Financial Synergies
Connecticut
$12.8M +$70.9K +254 +0.6%
HWM
945
HFR Wealth Management
New York
$12.8M +$35.7K +128 +0.3%
EF
946
Empirical Finance
Pennsylvania
$12.8M +$534K +1,914 +4%
JCM
947
Janney Capital Management
Pennsylvania
$12.7M -$452K -1,621 -3%
SSB
948
Sandy Spring Bank
Maryland
$12.6M -$255K -913 -2%
TIM
949
Thornburg Investment Management
New Mexico
$12.6M -$17.5M -62,828 -58%
SC
950
Skylands Capital
Wisconsin
$12.6M -$942K -3,375 -7%