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 %
HIA
1001
Harbor Investment Advisory
Maryland
$11.5M +$445K +1,595 +4%
PHK
1002
Point72 Hong Kong
Hong Kong
$11.5M +$11.5M +41,032 New
CA
1003
Clearstead Advisors
Ohio
$11.4M -$64.3K -230 -0.6%
PG
1004
Patten Group
Tennessee
$11.4M -$43.3K -155 -0.4%
SMI
1005
Shelter Mutual Insurance
Missouri
$11.3M
MCG
1006
McCollum Christoferson Group
New York
$11.3M -$56.9K -204 -0.5%
BSC
1007
Brown Shipley & Co
United Kingdom
$11.3M -$655K -2,354 -5%
WAS
1008
Wesleyan Assurance Society
United Kingdom
$11.3M +$1.11M +4,000 +11%
BIC
1009
Beach Investment Counsel
Pennsylvania
$11.3M
EWM
1010
Evercore Wealth Management
New York
$11.2M -$584K -2,094 -5%
WIC
1011
WealthBridge Investment Counsel
Alberta, Canada
$11.2M -$39.1K -140 -0.3%
BAM
1012
Bell Asset Management
Australia
$11.2M -$1.35M -4,825 -11%
LS
1013
Livforsakringsbolaget Skandia
Sweden
$11.2M
PC
1014
Prevatt Capital
Bahamas
$11.2M
FHA
1015
Flagship Harbor Advisors
Massachusetts
$11.2M -$4.19K -15 -0%
GG
1016
Greenwood Gearhart
Arkansas
$11.1M -$2.19M -7,857 -16%
SWC
1017
Spectrum Wealth Counsel
Indiana
$11.1M -$33.2K -119 -0.3%
IAN
1018
Integrated Advisors Network
Texas
$11.1M +$503K +1,802 +5%
TS
1019
Tamar Securities
California
$11.1M -$469K -1,682 -4%
RIG
1020
Renaissance Investment Group
Massachusetts
$11.1M -$7.81K -28 -0.1%
ROC
1021
Running Oak Capital
Minnesota
$11.1M +$1.01M +3,607 +10%
BMM
1022
Buffington Mohr McNeal
Idaho
$11.1M +$185K +664 +2%
BOH
1023
Bank of Hawaii
Hawaii
$11M -$151K -542 -1%
HT
1024
Heritage Trust
Oklahoma
$11M -$184K -661 -2%
FEG
1025
Financial Enhancement Group
Indiana
$11M -$169K -612 -2%