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 %
GAG
1826
GM Advisory Group
New York
$3.15M +$89.6K +321 +3%
WI
1827
WrapManager Inc
California
$3.15M +$360K +1,290 +13%
HCA
1828
Horan Capital Advisors
Ohio
$3.14M +$42.4K +152 +1%
MCA
1829
Martin Capital Advisors
Texas
$3.13M
GJWM
1830
Gilliland Jeter Wealth Management
Arkansas
$3.13M -$24.8K -89 -0.8%
UAS
1831
United Asset Strategies
New York
$3.12M -$92.1K -330 -3%
FGP
1832
Foyston, Gordon, & Payne
Ontario, Canada
$3.12M -$66.7K -239 -2%
CWM
1833
Cornerstone Wealth Management
Missouri
$3.12M +$63.9K +229 +2%
FC
1834
FORA Capital
Florida
$3.12M +$3.12M +11,172 New
SAM
1835
Synergy Asset Management
Washington
$3.12M +$1.2M +4,290 +62%
KNW
1836
Kesler Norman & Wride
Utah
$3.11M +$2.62M +9,392 +535%
CWAG
1837
Compton Wealth Advisory Group
Virginia
$3.11M +$39.3K +141 +1%
CFM
1838
Capricorn Fund Managers
United Kingdom
$3.11M +$496K +1,778 +19%
SA
1839
SRN Advisors
Pennsylvania
$3.11M +$752K +2,693 +32%
CFMC
1840
Curbstone Financial Management Corp
New Hampshire
$3.1M -$14K -50 -0.4%
CPW
1841
Cove Private Wealth
New York
$3.08M
CNBT
1842
Canandaigua National Bank & Trust
New York
$3.08M -$98.8K -354 -3%
GA
1843
Geller Advisors
New York
$3.07M +$80.7K +289 +3%
WAS
1844
WESPAC Advisors SoCal
California
$3.07M -$316K -1,133 -9%
AWM
1845
Angeles Wealth Management
California
$3.07M +$383K +1,373 +14%
BWP
1846
Balboa Wealth Partners
Arizona
$3.07M +$433K +1,552 +16%
NL
1847
Navalign LLC
California
$3.06M +$8.93K +32 +0.3%
CH
1848
Canton Hathaway
Rhode Island
$3.06M +$20.9K +75 +0.7%
BFS
1849
Bard Financial Services
Connecticut
$3.06M
FM
1850
Freemont Management
Switzerland
$3.05M -$921K -3,300 -23%