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 %
Nomura Holdings
1751
Nomura Holdings
Japan
$3.55M +$3.55M +12,722 New
SAM
1752
Smartleaf Asset Management
Massachusetts
$3.54M +$915K +3,278 +35%
WWM
1753
Wolff Wiese Magana
California
$3.53M -$73.1K -262 -2%
BB
1754
Bell Bank
North Dakota
$3.52M +$1.06M +3,794 +43%
CRA
1755
Clear Rock Advisors
Texas
$3.52M +$49.1K +176 +1%
PTC
1756
Private Trust Company
Ohio
$3.52M +$169K +607 +5%
BWAM
1757
Boyd Watterson Asset Management
Ohio
$3.51M +$6.7K +24 +0.2%
TW
1758
TrinityPoint Wealth
Connecticut
$3.5M +$32.1K +115 +0.9%
DSC
1759
Duncker Streett & Co
Missouri
$3.48M +$12.8K +46 +0.4%
PFBT
1760
Parkside Financial Bank & Trust
Missouri
$3.48M -$18.7K -67 -0.5%
SB
1761
Simmons Bank
Arkansas
$3.48M +$95.4K +342 +3%
TCWA
1762
Turtle Creek Wealth Advisors
Texas
$3.48M +$634K +2,273 +22%
FI
1763
Fosun International
China
$3.47M
CIA
1764
Cohen Investment Advisors
New Hampshire
$3.46M +$120K +429 +4%
FFM
1765
Forum Financial Management
Illinois
$3.46M -$17.3K -62 -0.5%
RCG
1766
Regatta Capital Group
California
$3.46M +$43.5K +156 +1%
MWA
1767
MFA Wealth Advisors
Pennsylvania
$3.46M +$3.46M +12,389 New
CB
1768
Community Bank
New York
$3.45M -$30.7K -110 -0.9%
LAIC
1769
Lederer & Associates Investment Counsel
California
$3.45M -$61.9K -222 -2%
MWS
1770
Maxwell Wealth Strategies
California
$3.45M +$2.29M +8,444 +197%
IFPG
1771
Intrepid Financial Planning Group
Indiana
$3.45M -$23.7K -85 -0.7%
VFA
1772
Voya Financial Advisors
Connecticut
$3.45M +$273K +977 +9%
MAWCM
1773
Mine & Arao Wealth Creation & Management
California
$3.45M +$5.86K +21 +0.2%
PGIM
1774
Pacific Global Investment Management
California
$3.43M +$3.63K +13 +0.1%
CGA
1775
Channing Global Advisors
Florida
$3.43M -$18.7K -67 -0.5%