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 %
1WA
1851
180 Wealth Advisors
Washington
$3.04M +$118K +423 +4%
ACG
1852
Allen Capital Group
Nebraska
$3.04M +$191K +683 +7%
ETCM
1853
Evolutionary Tree Capital Management
Virginia
$3.04M -$1.44M -5,157 -32%
BMO
1854
Beck Mack & Oliver
New York
$3.03M +$366K +1,312 +14%
NW
1855
Naviter Wealth
Arkansas
$3.03M +$393K +1,408 +15%
PPC
1856
Park Place Capital
Alabama
$3.02M -$58.3K -209 -2%
GPA
1857
Garrison Point Advisors
California
$3.02M -$4.19K -15 -0.1%
BW
1858
Bison Wealth
Georgia
$3.01M +$17.3K +62 +0.6%
CWM
1859
Cordatus Wealth Management
Pennsylvania
$3.01M +$10.3K +37 +0.3%
SPFA
1860
Summit Place Financial Advisors
New Jersey
$3.01M +$53.6K +192 +2%
PPWP
1861
Premier Path Wealth Partners
New Jersey
$3.01M -$79.6K -286 -3%
VPI
1862
Value Partners Investments
Manitoba, Canada
$3M +$312K +1,118 +12%
SCI
1863
S&CO Inc
Massachusetts
$3M +$473K +1,695 +19%
NHC
1864
Nicholas Hoffman & Company
Georgia
$3M -$10.3K -37 -0.3%
SCP
1865
Shorepoint Capital Partners
Massachusetts
$2.99M +$43.5K +156 +1%
CPC
1866
Consolidated Planning Corp
Georgia
$2.99M +$646K +2,315 +28%
BCM
1867
Brasada Capital Management
Texas
$2.99M -$716K -2,567 -19%
ICM
1868
IMS Capital Management
Oregon
$2.98M +$32.4K +116 +1%
SSI
1869
Scott & Selber Inc
Texas
$2.98M +$8.65K +31 +0.3%
GTAM
1870
Global Trust Asset Management
Florida
$2.98M +$76.5K +274 +3%
FWP
1871
FAS Wealth Partners
Kansas
$2.98M +$78.7K +282 +3%
SP
1872
Symmetry Partners
Connecticut
$2.98M -$171K -612 -5%
MPA
1873
Marvin & Palmer Associates
Delaware
$2.98M -$5.86K -21 -0.2%
BIG
1874
Brooklyn Investment Group
New York
$2.98M +$5.29K +19 +0.2%
EWM
1875
Evermay Wealth Management
Virginia
$2.98M -$189K -679 -6%