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 %
SCM
1101
Shelton Capital Management
Colorado
$9.64M -$3.53M -12,651 -27%
PIM
1102
Platinum Investment Management
Australia
$9.64M +$1.91M +6,851 +25%
AP
1103
Americana Partners
Texas
$9.62M +$19.5K +70 +0.2%
WAP
1104
Wealthcare Advisory Partners
Pennsylvania
$9.6M +$6.24M +22,364 +186%
FFA
1105
Fragasso Financial Advisors
Pennsylvania
$9.6M -$143K -514 -1%
DAS
1106
Diversify Advisory Services
Utah
$9.57M +$9.57M +34,403 New
NG
1107
NatWest Group
United Kingdom
$9.57M +$9.57M +34,298 New
FPTW
1108
Franklin, Parlapiano, Turner & Welch
Texas
$9.57M -$107K -383 -1%
MG
1109
Mather Group
Illinois
$9.57M +$31.8K +122 +0.3%
CP
1110
CenterBook Partners
Connecticut
$9.56M +$3.97M +14,222 +71%
DCM
1111
Donaldson Capital Management
Indiana
$9.55M +$375K +1,345 +4%
GWM
1112
GDS Wealth Management
Texas
$9.5M +$1.32M +4,727 +16%
WA
1113
Waverly Advisors
Alabama
$9.5M +$3.17M +11,345 +50%
MCM
1114
McKinley Capital Management
Alaska
$9.49M -$469K -1,682 -5%
PTB
1115
Pioneer Trust Bank
Oregon
$9.46M +$261K +936 +3%
CAM
1116
Clark Asset Management
New Hampshire
$9.45M +$558 +2 +0%
TYCC
1117
Texas Yale Capital Corp
Florida
$9.39M -$125K -447 -1%
HCM
1118
Hilton Capital Management
New York
$9.35M +$12K +43 +0.1%
FB
1119
Fulton Bank
Pennsylvania
$9.33M -$43.8K -157 -0.5%
GIA
1120
GHP Investment Advisors
Colorado
$9.32M +$494K +1,771 +6%
NRG
1121
Nemes Rush Group
Michigan
$9.3M +$125K +447 +1%
WFG
1122
Wormser Freres Gestion
France
$9.3M +$52.7K +184 +0.6%
ANBTV
1123
American National Bank & Trust (Virginia)
Virginia
$9.29M +$9.29M +33,284 New
IWM
1124
IHT Wealth Management
Illinois
$9.29M +$249K +893 +3%
BCM
1125
Barometer Capital Management
Ontario, Canada
$9.22M -$365K -1,360 -4%