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 %
JA
1901
JLB & Associates
Michigan
$2.87M +$1.4K +5 +0%
BMWM
1902
Brown Miller Wealth Management
Virginia
$2.87M +$2.41M +8,641 +530%
BSB
1903
Bangor Savings Bank
Maine
$2.87M -$376K -1,348 -12%
1W
1904
1776 Wealth
Georgia
$2.86M -$8.09K -29 -0.3%
NNPTE
1905
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.86M +$84.8K +304 +3%
ECG
1906
Edge Capital Group
Georgia
$2.86M -$39.9K -143 -1%
SWM
1907
Selective Wealth Management
Virginia
$2.86M -$128K -467 -4%
MC
1908
Martin & Co
Tennessee
$2.86M -$79.8K -286 -3%
SF
1909
Symphony Financial
Texas
$2.85M +$44.1K +158 +2%
SIM
1910
Sentry Investment Management
Wisconsin
$2.85M
PCMK
1911
Paragon Capital Management (Kansas)
Kansas
$2.85M -$34.6K -124 -1%
HA
1912
Harfst & Associates
Wyoming
$2.84M -$330K -1,184 -10%
ATWA
1913
Arbor Trust Wealth Advisors
Michigan
$2.84M -$14.8K -54 -0.5%
SAA
1914
Southeast Asset Advisors
Georgia
$2.84M -$29K -104 -1%
DWM
1915
Darwin Wealth Management
Florida
$2.82M -$352K -1,263 -11%
CC
1916
Cypress Capital
Tennessee
$2.82M -$507K -1,816 -15%
MW
1917
Marcum Wealth
Ohio
$2.82M -$184K -659 -6%
PWMAG
1918
Pinnacle Wealth Management Advisory Group
New Jersey
$2.81M +$49.7K +178 +2%
NL
1919
NWAM LLC
Washington
$2.81M -$200K -722 -7%
TFP
1920
Tilia Fiduciary Partners
North Carolina
$2.8M +$148K +530 +6%
SCA
1921
Sander Capital Advisors
Washington
$2.8M +$5.58K +20 +0.2%
MFGM
1922
Marshall Financial Group (Maryland)
Maryland
$2.79M +$71.7K +257 +3%
PAMG
1923
Patton Albertson Miller Group
Tennessee
$2.79M -$38K -136 -1%
VSAM
1924
Value Star Asset Management
Hong Kong
$2.79M +$837K +3,000 +43%
MCC
1925
Malaga Cove Capital
California
$2.79M -$3.63K -13 -0.1%