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 %
FGA
1151
Fortis Group Advisors
New Jersey
$8.74M +$1.73M +6,186 +25%
GS
1152
GTS Securities
New York
$8.73M +$1.88M +6,732 +27%
CWM
1153
Concentric Wealth Management
California
$8.65M +$270K +966 +3%
AAM
1154
Azzad Asset Management
Virginia
$8.65M +$105K +378 +1%
MKA
1155
M. Kulyk & Associates
Georgia
$8.63M +$1.13M +4,053 +15%
CIA
1156
Capital Investment Advisors
Georgia
$8.62M +$479K +1,715 +6%
ERIC
1157
Eagle Rock Investment Company
Georgia
$8.6M -$307K -1,101 -3%
CWM
1158
Chronos Wealth Management
Florida
$8.57M -$33.8K -121 -0.4%
SLI
1159
Sumitomo Life Insurance
Japan
$8.57M -$568K -2,034 -6%
FCT
1160
Family Capital Trust
Massachusetts
$8.54M -$66.1K -237 -0.8%
RIL
1161
Rothschild Investment LLC
Illinois
$8.51M +$990K +3,546 +13%
HCA
1162
Harbour Capital Advisors
Virginia
$8.51M +$33.1K +119 +0.4%
SPC
1163
Spirepoint Private Client
Florida
$8.49M +$8.49M +30,415 New
WCM
1164
Whitener Capital Management
North Carolina
$8.45M +$18.4K +66 +0.2%
CA
1165
Claar Advisors
New York
$8.44M -$2.05M -7,360 -20%
GCGDR
1166
Geo Capital Gestora de Recursos
Brazil
$8.44M -$206K -737 -2%
WWA
1167
WCG Wealth Advisors
Nevada
$8.43M -$6.69M -23,955 -44%
GRP
1168
Global Retirement Partners
California
$8.42M +$344K +1,232 +4%
SPIS
1169
Steward Partners Investment Solutions
Oregon
$8.42M +$6.27M +22,456 +291%
MFIM
1170
Mesirow Financial Investment Management
Illinois
$8.42M +$998K +3,575 +13%
BMCM
1171
Bryn Mawr Capital Management
Pennsylvania
$8.4M +$80.4K +288 +1%
RCM
1172
RNC Capital Management
California
$8.39M -$381K -1,365 -4%
MBTD
1173
Mechanics Bank - Trust Department
California
$8.39M +$107K +382 +1%
WTFG
1174
Wells Trecaso Financial Group
Ohio
$8.34M +$103K +370 +1%
CAM
1175
Cypress Asset Management
Texas
$8.31M -$110K -390 -1%