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 %
BP
1676
BBR Partners
New York
$3.95M +$354K +1,268 +10%
KF
1677
Krilogy Financial
Missouri
$3.95M -$238K -852 -6%
TGAM
1678
TBH Global Asset Management
Tennessee
$3.95M +$845K +3,028 +27%
NCM
1679
Northside Capital Management
Oregon
$3.94M
NL
1680
NVWM LLC
Pennsylvania
$3.93M -$5.02K -18 -0.1%
AWA
1681
Aaron Wealth Advisors
Illinois
$3.92M +$663K +2,374 +20%
MYIA
1682
Mount Yale Investment Advisors
Colorado
$3.92M +$1.12K +4 +0%
SFP
1683
Sweet Financial Partners
Minnesota
$3.92M +$243K +869 +7%
ACM
1684
Alcosta Capital Management
California
$3.92M -$12.6K -45 -0.3%
NHT
1685
New Hampshire Trust
New Hampshire
$3.91M +$5.3K +19 +0.1%
SFS
1686
Stiles Financial Services
Minnesota
$3.91M -$12K -43 -0.3%
RWB
1687
RMR Wealth Builders
New Jersey
$3.91M +$198K +708 +5%
SWM
1688
Sugarloaf Wealth Management
Georgia
$3.89M +$154K +552 +4%
WP
1689
WealthPLAN Partners
Nebraska
$3.89M +$684K +2,451 +21%
RIM
1690
Redwood Investment Management
Arizona
$3.89M +$107K +382 +3%
SIA
1691
Soltis Investment Advisors
Utah
$3.87M +$447K +1,603 +13%
EFM
1692
E Fund Management
China
$3.87M +$3.07M +11,013 +387%
BJL
1693
Brighton Jones LLC
Washington
$3.87M +$198K +708 +5%
LFP
1694
Leeward Financial Partners
Washington
$3.85M +$206K +739 +6%
BOS
1695
Bank of Stockton
California
$3.83M -$27.9K -100 -0.7%
PAA
1696
Peregrine Asset Advisers
Oregon
$3.82M +$419K +1,500 +12%
PWM
1697
Palumbo Wealth Management
New York
$3.82M +$959K +3,436 +33%
IFWM
1698
Institute for Wealth Management
Colorado
$3.82M -$75.9K -272 -2%
CAWM
1699
Capital Advisors Wealth Management
Washington
$3.81M +$180K +644 +5%
CICI
1700
Capital Investment Counsel Inc
North Carolina
$3.81M -$279K -1,000 -7%