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 %
EIA
1401
Eastover Investment Advisors
North Carolina
$5.84M +$4.26M +15,257 +269%
WA1
1402
Wimmer Associates 1
California
$5.84M +$20.7K +74 +0.4%
PCIG
1403
Partners Capital Investment Group
Massachusetts
$5.82M -$7.39M -26,476 -56%
PP
1404
Pacifica Partners
Canada
$5.82M -$57.9K -206 -1%
SIAP
1405
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.82M +$4.19K +15 +0.1%
MCP
1406
Mirador Capital Partners
California
$5.81M
HI
1407
Harbour Investments
Wisconsin
$5.8M +$385K +1,381 +7%
OHWP
1408
Oak Harbor Wealth Partners
North Carolina
$5.8M +$9.49K +34 +0.2%
AWM
1409
Avitas Wealth Management
California
$5.8M +$20.1K +72 +0.3%
SWM
1410
Sendero Wealth Management
Texas
$5.8M -$199K -714 -3%
LSPW
1411
Lake Street Private Wealth
Illinois
$5.79M +$359K +1,285 +7%
HVP
1412
Hudson Value Partners
Florida
$5.79M +$20.4K +73 +0.4%
AAS
1413
Ameritas Advisory Services
Nebraska
$5.76M +$1.42M +5,222 +33%
FHA
1414
First Horizon Advisors
Tennessee
$5.76M +$308K +1,104 +6%
JAG
1415
Journey Advisory Group
Kentucky
$5.72M +$853K +3,058 +18%
RWM
1416
Rockline Wealth Management
New York
$5.71M +$331K +1,187 +6%
SAM
1417
SP Asset Management
California
$5.7M +$56.7K +203 +1%
CAM
1418
Carret Asset Management
New York
$5.7M
FMTC
1419
Farmers & Merchants Trust Company
California
$5.69M -$202K -723 -3%
HV
1420
HST Ventures
Utah
$5.68M +$5.68M +20,355 New
CPBTD
1421
Central Pacific Bank - Trust Division
Hawaii
$5.68M +$5.68M +20,413 New
FWM
1422
Fairhaven Wealth Management
Illinois
$5.67M +$650K +2,329 +13%
PAMP
1423
Polar Asset Management Partners
Ontario, Canada
$5.67M +$5.67M +20,300 New
AWAU
1424
Alliance Wealth Advisors (Utah)
Utah
$5.66M +$1.04M +3,720 +22%
SCM
1425
Spring Capital Management
Texas
$5.64M -$323K -1,156 -5%