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 %
EWG
1201
Executive Wealth Group
Washington
$8.07M +$5.38M +19,340 +200%
MA
1202
Mezzasalma Advisors
New Jersey
$8.07M +$535K +1,917 +7%
NCM
1203
Noesis Capital Mangement
Florida
$8.07M -$201K -722 -2%
CJFS
1204
Coulter & Justus Financial Services
Tennessee
$8.07M +$8.07M +28,915 New
CCM
1205
Chickasaw Capital Management
Tennessee
$8.07M +$89.3K +320 +1%
PA
1206
Profund Advisors
Maryland
$8.05M +$859K +3,077 +12%
NCM
1207
Nelson Capital Management
California
$8.04M -$75.1K -269 -0.9%
TCA
1208
Transcend Capital Advisors
New Jersey
$8.04M +$114K +407 +1%
MC
1209
Miramar Capital
Illinois
$7.96M +$6.95M +25,125 +686%
PTC
1210
Philadelphia Trust Company
Pennsylvania
$7.96M -$670K -2,400 -8%
VIP
1211
Vantage Investment Partners
Missouri
$7.95M -$441K -1,578 -5%
LSA
1212
L & S Advisors
California
$7.9M -$370K -1,324 -4%
SIM
1213
Stratos Investment Management
Ohio
$7.89M +$318K +1,138 +4%
TH
1214
TCTC Holdings
Texas
$7.88M +$86K +308 +1%
KAM
1215
Knightsbridge Asset Management
California
$7.87M
BIG
1216
Builder Investment Group
Georgia
$7.87M -$129K -463 -2%
MNBTD
1217
Moody National Bank Trust Division
Texas
$7.86M +$37.7K +135 +0.5%
RFWA
1218
RPg Family Wealth Advisory
Massachusetts
$7.86M +$110K +394 +1%
LSWM
1219
Lorne Steinberg Wealth Management
Canada
$7.84M -$88.5K -317 -1%
ADL
1220
Asset Dedication LLC
California
$7.83M +$393K +1,409 +5%
CI
1221
Conning Inc
Connecticut
$7.82M -$70.6K -253 -0.9%
GEA
1222
Glen Eagle Advisors
New Jersey
$7.82M +$273K +980 +4%
CCS
1223
Concentric Capital Strategies
Connecticut
$7.76M +$7.76M +27,817 New
FHB
1224
First Hawaiian Bank
Hawaii
$7.75M -$395K -1,417 -5%
BCM
1225
BlueMar Capital Management
Florida
$7.75M -$1.91M -6,856 -20%