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 %
FMN
1451
Financial Management Network
California
$5.47M +$79.7K +291 +1%
HWM
1452
Hohimer Wealth Management
Washington
$5.47M +$78.1K +280 +1%
LSAG
1453
Lake Street Advisors Group
New Hampshire
$5.46M +$160K +575 +3%
ERSOT
1454
Employees Retirement System of Texas
Texas
$5.45M -$1.7M -6,095 -24%
GWM
1455
Geneos Wealth Management
Colorado
$5.45M -$395K -1,414 -7%
SI
1456
Shaker Investments
Ohio
$5.44M -$8.09K -29 -0.1%
IRAG
1457
Investment Research & Advisory Group
Georgia
$5.43M +$90.4K +324 +2%
CCM
1458
Canal Capital Management
Virginia
$5.43M +$459K +1,643 +9%
DTL
1459
Dynamic Technology Lab
Singapore
$5.42M +$2.12M +7,589 +64%
CCT
1460
Chemung Canal Trust
New York
$5.42M -$1.26M -4,510 -19%
TSW
1461
Thompson Siegel & Walmsley
Virginia
$5.4M -$28.2K -101 -0.5%
AMBIA
1462
Allen Mooney & Barnes Investment Advisors
Georgia
$5.37M -$7.72K -28 -0.1%
KCM
1463
Kennedy Capital Management
Missouri
$5.36M +$5.36M +19,203 New
SW
1464
StrongBox Wealth
Missouri
$5.35M +$243K +869 +5%
BST
1465
Bath Savings Trust
Maine
$5.35M -$14K -50 -0.3%
LWM
1466
Liberty Wealth Management
California
$5.33M +$5.33M +19,088 New
GIA
1467
Gladstone Institutional Advisory
Florida
$5.32M -$1.77M -6,339 -25%
TCOK
1468
Trust Company of Kansas
Kansas
$5.31M +$65.3K +234 +1%
KWM
1469
Keebeck Wealth Management
Illinois
$5.31M -$72.6K -260 -1%
BEC
1470
Blue Edge Capital
Virginia
$5.31M -$1.12K -4 -0%
KM
1471
KP Management
Minnesota
$5.3M
LA
1472
LVW Advisors
New York
$5.3M +$27.1K +97 +0.5%
DI
1473
Diligent Investors
California
$5.29M -$58.9K -211 -1%
CL
1474
Choreo LLC
Illinois
$5.28M +$10.9K +39 +0.2%
TFA
1475
Transamerica Financial Advisors
Florida
$5.28M +$4.8M +17,182 +990%