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 %
TVWM
1501
Tower View Wealth Management
Wisconsin
$5.11M +$9.49K +34 +0.2%
CT
1502
Chicago Trust
Illinois
$5.1M +$83.4K +299 +2%
BRCM
1503
Bright Rock Capital Management
Massachusetts
$5.09M
CA
1504
Cornerstone Advisory
Maryland
$5.04M +$95.7K +343 +2%
NC
1505
NBW Capital
Massachusetts
$5.04M +$137K +491 +3%
HCM
1506
Highview Capital Management
Illinois
$5.03M +$181K +650 +4%
BCFS
1507
Butensky & Cohen Financial Security
Florida
$5.03M -$221K -792 -4%
ST
1508
Sabal Trust
Florida
$5.02M -$83.2K -298 -2%
BKA
1509
Brick & Kyle Associates
Pennsylvania
$5.01M -$45.7K -165 -0.9%
SIP
1510
Stoneridge Investment Partners
Pennsylvania
$5.01M +$1.3M +4,648 +35%
MHS
1511
M Holdings Securities
Oregon
$4.99M -$73.4K -263 -1%
NG
1512
Norden Group
Utah
$4.99M +$1.38M +4,958 +38%
CCG
1513
Ceeto Capital Group
Florida
$4.99M -$20.9K -75 -0.4%
BB
1514
Busey Bank
Illinois
$4.97M +$176K +629 +4%
PA
1515
Prossimo Advisors
California
$4.95M +$24.3K +87 +0.5%
Verition Fund Management
1516
Verition Fund Management
Connecticut
$4.93M +$2.51M +8,984 +104%
WG
1517
Watchman Group
Texas
$4.92M -$154K -552 -3%
RWA
1518
Roberts Wealth Advisors
California
$4.91M +$80.8K +298 +2%
GP
1519
Greenline Partners
New York
$4.91M
CWM
1520
Centric Wealth Management
Illinois
$4.91M +$208K +774 +4%
CB
1521
Cadence Bank
Mississippi
$4.9M +$410K +1,468 +9%
MCCP
1522
Mission Creek Capital Partners
California
$4.9M +$358K +1,282 +8%
AGM
1523
Aragon Global Management
Florida
$4.9M
GM
1524
GeoWealth Management
Illinois
$4.9M +$2.28M +8,158 +87%
RCWM
1525
Royal Capital Wealth Management
Indiana
$4.89M +$7.26K +26 +0.1%