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 %
GI
1376
GAMMA Investing
California
$6.05M +$993K +3,558 +20%
AUB
1377
Atlantic Union Bankshares
Virginia
$6.05M +$45.2K +162 +0.8%
CWA
1378
Clarity Wealth Advisors
California
$6.04M +$153K +549 +3%
RWM
1379
RBA Wealth Management
California
$6.03M +$37.4K +134 +0.6%
TCM
1380
Twin Capital Management
Pennsylvania
$6.03M -$251K -899 -4%
SWM
1381
SFG Wealth Management
Maryland
$6.02M +$38.8K +139 +0.6%
HKIM
1382
Hayek Kallen Investment Management
Alabama
$6.02M +$2.23K +8 +0%
QI
1383
Qtron Investments
Massachusetts
$6.02M +$828K +2,968 +16%
MMM
1384
Mendel Money Management
Illinois
$6.01M -$315K -1,129 -5%
SWA
1385
SFMG Wealth Advisors
Texas
$6.01M +$27.1K +97 +0.5%
ACP
1386
Aviance Capital Partners
Florida
$5.99M +$1.32M +4,715 +28%
TI
1387
Trexquant Investment
Connecticut
$5.99M -$14.3M -51,350 -71%
EWM
1388
Empirical Wealth Management
Washington
$5.97M -$1.74M -6,225 -23%
CNBTD
1389
Citizens National Bank Trust Department
Mississippi
$5.96M +$57.2K +205 +1%
SFA
1390
Souders Financial Advisors
Ohio
$5.95M -$240K -860 -4%
BFA
1391
Benedict Financial Advisors
Georgia
$5.94M +$33.5K +120 +0.6%
AT
1392
American Trust
Kentucky
$5.9M -$203K -729 -3%
CGIM
1393
Capital Group Investment Management
Singapore
$5.9M -$7.05M -25,272 -54%
ECM
1394
Evergreen Capital Management
Washington
$5.9M -$43K -154 -0.7%
TCA
1395
Trifecta Capital Advisors
Illinois
$5.89M +$105K +376 +2%
WANY
1396
Wealthspire Advisors (New York)
New York
$5.89M -$100K -359 -2%
CAM
1397
Clio Asset Management
Virginia
$5.88M +$608K +2,177 +12%
CANC
1398
Culbertson A N & Co
Virginia
$5.87M +$32.1K +115 +0.5%
BGI
1399
BlueDrive Global Investors
United Kingdom
$5.86M
LFM
1400
LGT Fund Management
Liechtenstein
$5.85M -$1.54M -5,512 -21%