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 %
TWP
1251
Tyche Wealth Partners
Texas
$7.41M +$59.4K +213 +0.8%
HR
1252
Howe & Rusling
New York
$7.4M +$12K +43 +0.2%
JAM
1253
JCIC Asset Management
Ontario, Canada
$7.37M +$6.98K +25 +0.1%
CWM
1254
CMH Wealth Management
New Hampshire
$7.37M -$451K -1,617 -6%
FI
1255
Firetrail Investments
Australia
$7.33M -$147K -528 -2%
CCM
1256
Condor Capital Management
New Jersey
$7.32M -$119K -425 -2%
Optiver Holding
1257
Optiver Holding
Netherlands
$7.32M +$4.21M +15,090 +135%
ECML
1258
Eagle Capital Management (Louisiana)
Louisiana
$7.3M -$30.7K -110 -0.4%
SC
1259
Scholtz & Company
Connecticut
$7.3M +$430K +1,542 +6%
BB
1260
Berkshire Bank
Massachusetts
$7.29M -$455K -1,629 -6%
SVCP
1261
Silicon Valley Capital Partners
California
$7.28M +$931K +3,336 +15%
PCP
1262
Proficio Capital Partners
Massachusetts
$7.27M +$49.7K +178 +0.7%
TPA
1263
Trivium Point Advisory
Connecticut
$7.25M +$212K +758 +3%
BCWM
1264
Bartlett & Co Wealth Management
Ohio
$7.23M +$267K +955 +4%
KJHP
1265
K.J. Harrison & Partners
Ontario, Canada
$7.21M +$62K +222 +0.9%
BTWM
1266
Baker Tilly Wealth Management
Wisconsin
$7.21M +$285K +1,020 +4%
SGAM
1267
Smith Group Asset Management
Texas
$7.2M -$2.54M -9,087 -26%
AWP
1268
Ascent Wealth Partners
New York
$7.18M +$59.7K +214 +0.8%
FTC
1269
Farmers Trust Company
Ohio
$7.18M -$340K -1,220 -5%
RCM
1270
RB Capital Management
Nevada
$7.18M +$195K +698 +3%
CCA
1271
Covey Capital Advisors
Georgia
$7.15M -$650K -2,330 -8%
PI
1272
PFG Investments
New York
$7.15M +$3.7M +13,264 +107%
WG
1273
Welch Group
Alabama
$7.15M +$356K +1,274 +5%
TP
1274
TenCore Partners
New York
$7.14M -$1.29M -4,620 -15%
KWA
1275
Kingswood Wealth Advisors
California
$7.14M -$291K -1,044 -4%