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 %
KCPG
1426
Kavar Capital Partners Group
Kansas
$5.64M -$5.63M -20,158 -50%
ICG
1427
InterOcean Capital Group
Tennessee
$5.64M +$1.22M +4,385 +28%
CSPIA
1428
Cary Street Partners Investment Advisory
Virginia
$5.64M +$322K +1,154 +6%
AG
1429
AlTi Global
New York
$5.62M +$656K +2,351 +13%
GPTE
1430
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.61M
BDL
1431
Bey-Douglas LLC
Georgia
$5.6M -$77.3K -277 -1%
YIH
1432
Y-Intercept (HK)
Hong Kong
$5.59M +$2.55M +9,146 +84%
WA
1433
Wambolt & Associates
Colorado
$5.59M +$756K +2,718 +16%
HWA
1434
Heritage Wealth Advisors
Virginia
$5.58M -$19.5K -70 -0.3%
GCM
1435
Glynn Capital Management
California
$5.58M
SVWAG
1436
Sound View Wealth Advisors Group
Georgia
$5.57M -$884K -3,166 -14%
GI
1437
GLOBALT Investments
Georgia
$5.57M -$75.6K -271 -1%
HAM
1438
Harmony Asset Management
Arizona
$5.57M -$57.8K -207 -1%
PWS
1439
Peterson Wealth Services
Utah
$5.57M +$8.93K +32 +0.2%
WDA
1440
Wendell David Associates
New Hampshire
$5.56M -$24.6K -88 -0.4%
CSA
1441
Cottage Street Advisors
Massachusetts
$5.53M +$31.3K +112 +0.6%
HDIM
1442
Hanson & Doremus Investment Management
Vermont
$5.53M +$275K +984 +5%
WAS
1443
Winch Advisory Services
Wisconsin
$5.53M -$69.8K -250 -1%
ECM
1444
EagleClaw Capital Management
Massachusetts
$5.52M -$97.7K -350 -2%
OWP
1445
Obermeyer Wealth Partners
Colorado
$5.51M +$2.09M +7,491 +61%
CWS
1446
Confluence Wealth Services
Pennsylvania
$5.51M +$587K +2,103 +12%
WPW
1447
Waldron Private Wealth
Pennsylvania
$5.49M +$85.7K +307 +2%
CAC
1448
Core Alternative Capital
Georgia
$5.49M +$24.6K +88 +0.4%
HAIM
1449
Hunter Associates Investment Management
Pennsylvania
$5.49M -$5.6K -20 -0.1%
CW
1450
CIC Wealth
Maryland
$5.48M -$148K -532 -3%