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 %
CF
1876
Centaurus Financial
California
$2.98M +$364K +1,303 +14%
VU
1877
Vanderbilt University
Tennessee
$2.97M +$920K +3,295 +45%
AAP
1878
Arax Advisory Partners
Colorado
$2.97M +$34.9K +125 +1%
KGC
1879
Kennon-Green & Company
Ohio
$2.97M -$34.9K -125 -1%
CVA
1880
Central Valley Advisors
California
$2.97M +$102K +366 +4%
SIC
1881
SJS Investment Consulting
Ohio
$2.97M +$124K +443 +4%
EHWM
1882
Eads & Heald Wealth Management
Georgia
$2.96M -$212K -761 -7%
BOSSRA
1883
B.O.S.S. Retirement Advisors
Utah
$2.95M -$199K -765 -6%
RCA
1884
Riverview Capital Advisers
Massachusetts
$2.95M -$14.8K -53 -0.5%
ACGA
1885
Atlanta Consulting Group Advisors
Georgia
$2.95M +$2.95M +10,569 New
SAM
1886
Sycomore Asset Management
France
$2.93M +$1.96M +6,984 +200%
OCM
1887
Olstein Capital Management
New York
$2.93M -$558K -2,000 -16%
ANB
1888
Amarillo National Bank
Texas
$2.92M -$6.98K -25 -0.2%
MWM
1889
Mattern Wealth Management
Kansas
$2.92M +$141K +504 +5%
AA
1890
Auxano Advisors
Washington
$2.92M +$301K +1,079 +12%
PWMG
1891
Prestige Wealth Management Group
New Jersey
$2.91M -$1.43M -5,111 -33%
AOWM
1892
Alpha Omega Wealth Management
Virginia
$2.9M -$62.2K -223 -2%
UWS
1893
Unique Wealth Strategies
Illinois
$2.89M -$594K -2,129 -17%
FWA
1894
FSM Wealth Advisors
Ohio
$2.89M +$50.5K +181 +2%
RIA
1895
Richwood Investment Advisors
Ohio
$2.89M -$17K -61 -0.6%
SPWG
1896
Syntegra Private Wealth Group
Missouri
$2.88M +$5.02K +18 +0.2%
CIC
1897
Cornercap Investment Counsel
Georgia
$2.88M -$186K -666 -6%
RMAM
1898
Raab & Moskowitz Asset Management
New Jersey
$2.88M +$7.26K +26 +0.3%
GWANC
1899
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.87M +$78.4K +281 +3%
WCM
1900
Washburn Capital Management
Florida
$2.87M -$121K -435 -4%