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 %
BZWA
1326
Blue Zone Wealth Advisors
California
$6.61M +$65.9K +236 +1%
AC
1327
Asio Capital
Kentucky
$6.6M +$77K +276 +1%
S
1328
SimplyRich
California
$6.6M
FCP
1329
Fidelis Capital Partners
Florida
$6.59M +$2.37M +8,479 +56%
LMIM
1330
Lockheed Martin Investment Management
Maryland
$6.58M +$1.47M +5,790 +29%
TAMH
1331
Taikang Asset Management (HK)
Hong Kong
$6.58M +$1.12M +4,000 +20%
JSC
1332
Jackson Square Capital
California
$6.57M -$11.2K -40 -0.2%
MCM
1333
McDonough Capital Management
Florida
$6.56M +$94.3K +338 +1%
GI
1334
GS Investments
Minnesota
$6.56M +$4.19K +15 +0.1%
EAM
1335
EFG Asset Management
Oregon
$6.55M +$787K +2,823 +14%
EFS
1336
Essex Financial Services
Connecticut
$6.52M +$110K +395 +2%
NFC
1337
Northeast Financial Consultants
Connecticut
$6.52M +$191K +684 +3%
LC
1338
Legacy CG
Texas
$6.51M -$382K -1,370 -6%
PWM
1339
Purus Wealth Management
California
$6.5M +$342K +1,226 +6%
CT
1340
Clearstead Trust
Maine
$6.5M -$1.02M -3,657 -14%
PA
1341
PFG Advisors
Arizona
$6.49M -$189K -678 -3%
ITFISA
1342
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$6.49M +$183K +684 +3%
KP
1343
Keel Point
Alabama
$6.48M +$576K +2,063 +10%
SWS
1344
SYSTM Wealth Solutions
Illinois
$6.46M +$135K +484 +2%
MFS
1345
Mirabella Financial Services
United Kingdom
$6.46M +$3.56M +12,767 +123%
TL
1346
Tradewinds LLC
North Carolina
$6.46M +$6.46M +23,378 New
GMA
1347
Glassy Mountain Advisors
Maryland
$6.45M +$308K +1,102 +5%
FFA
1348
Farther Finance Advisors
California
$6.44M +$431K +1,550 +7%
SB
1349
Strategic Blueprint
Georgia
$6.39M -$833K -2,984 -12%
PCM
1350
Poehling Capital Management
Wisconsin
$6.38M -$558 -2 -0%