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 %
CTC
1801
Cetera Trust Company
Minnesota
$3.27M -$133K -475 -4%
IC
1802
Inscription Capital
Texas
$3.27M +$932K +3,340 +40%
GCM
1803
Geneva Capital Management
Wisconsin
$3.27M -$162K -582 -5%
AIA
1804
Armor Investment Advisors
North Carolina
$3.26M -$82.3K -295 -2%
WP
1805
WealthShield Partners
North Carolina
$3.25M -$17.9K -64 -0.5%
MBT
1806
Montecito Bank & Trust
California
$3.24M +$34K +122 +1%
IP
1807
Intellectus Partners
California
$3.23M +$253K +907 +8%
KWM
1808
Koa Wealth Management
California
$3.22M -$63.6K -228 -2%
APWM
1809
Atlas Private Wealth Management
New York
$3.22M +$225K +805 +8%
SIC
1810
Sterling Investment Counsel
New York
$3.21M +$67.3K +241 +2%
WSCM
1811
Wellington Shields Capital Management
New York
$3.21M +$20.1K +72 +0.6%
LI
1812
Louisbourg Investments
New Brunswick, Canada
$3.21M -$6.61K -29 -0.2%
AHIA
1813
Andrew Hill Investment Advisors
Florida
$3.21M -$464K -1,664 -13%
AIC
1814
Argus Investors Counsel
New York
$3.2M -$297K -1,064 -8%
FAM
1815
Formidable Asset Management
Ohio
$3.2M +$2.47M +8,855 +340%
SMA
1816
Sage Mountain Advisors
Georgia
$3.19M +$201K +722 +7%
EBT
1817
Enterprise Bank & Trust
Massachusetts
$3.19M -$200K -718 -6%
WGC
1818
Watts Gwilliam & Co
Arizona
$3.19M +$3.19M +11,468 New
TC
1819
Trium Capital
United Kingdom
$3.18M -$137K -492 -4%
RA
1820
RFG Advisory
Alabama
$3.18M -$388K -1,391 -11%
AIS
1821
American Investment Services
Massachusetts
$3.18M -$5.58K -20 -0.2%
PSB
1822
Passumpsic Savings Bank
Vermont
$3.17M +$3.17M +11,361 New
CV
1823
Counterweight Ventures
North Carolina
$3.16M +$72.6K +260 +2%
MFA
1824
Mayflower Financial Advisors
Massachusetts
$3.15M +$112K +403 +4%
SCI
1825
Stableford Capital II
Arizona
$3.15M -$127K -455 -4%