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 %
JGCM
1926
Joseph Group Capital Management
Ohio
$2.79M +$382K +1,367 +16%
RZH
1927
Relyea Zuckerberg Hanson
Connecticut
$2.78M +$368K +1,319 +15%
HCM
1928
Hall Capital Management
Rhode Island
$2.78M -$43K -154 -2%
MA
1929
MCF Advisors
Kentucky
$2.77M -$46.9K -168 -2%
MLA
1930
My Legacy Advisors
Oregon
$2.77M +$81.5K +292 +3%
SMC
1931
Smith, Moore & Co
Missouri
$2.76M -$116K -414 -4%
TCPG
1932
Trivant Custom Portfolio Group
California
$2.75M -$46.9K -168 -2%
MAM
1933
MWA Asset Management
Massachusetts
$2.74M +$32.4K +116 +1%
EWM
1934
Evergreen Wealth Management
Michigan
$2.74M
JWCA
1935
J.W. Coons Advisors
Ohio
$2.73M +$97.7K +350 +4%
MLM
1936
Mount Lucas Management
Pennsylvania
$2.73M -$219K -786 -7%
AFG
1937
Atomi Financial Group
New York
$2.73M +$153K +550 +6%
CA
1938
CoreCap Advisors
Michigan
$2.73M +$1.61M +5,768 +144%
RCM
1939
Radnor Capital Management
Pennsylvania
$2.72M
REMPR
1940
Roof Eidam Maycock Peralta (REMP)
California
$2.72M +$83.2K +298 +3%
RCIM
1941
Red Cedar Investment Management
Michigan
$2.71M
TSWM
1942
Tyler-Stone Wealth Management
Ohio
$2.7M +$9.77K +35 +0.4%
CCG
1943
Catalina Capital Group
California
$2.69M +$83.4K +299 +3%
KCM
1944
Kathmere Capital Management
Pennsylvania
$2.68M +$170K +610 +7%
KF
1945
KKM Financial
Illinois
$2.68M +$43.3K +155 +2%
TC
1946
Tsai Capital
New York
$2.68M -$407K -1,458 -13%
MFG
1947
MidWestOne Financial Group
Iowa
$2.68M +$52.2K +187 +2%
TWM
1948
Thrive Wealth Management
Pennsylvania
$2.68M +$4.74K +17 +0.2%
CA
1949
Continuum Advisory
Idaho
$2.67M -$869K -3,121 -25%
AT
1950
Arlington Trust
Alabama
$2.66M -$34.3K -123 -1%