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 %
GDP
1976
Great Diamond Partners
Maine
$2.53M -$16.7K -60 -0.7%
PA
1977
PFW Advisors
Georgia
$2.53M +$1.97M +7,069 +357%
MCWS
1978
McKinley Carter Wealth Services
West Virginia
$2.51M +$1.08M +3,882 +76%
LD
1979
Lipe & Dalton
New York
$2.51M -$6.98K -25 -0.3%
WCM
1980
Weaver Capital Management
Georgia
$2.51M -$6.98K -25 -0.3%
LA
1981
Legacy Advisors
Pennsylvania
$2.51M +$472K +1,692 +23%
PFA
1982
Peak Financial Advisors
Colorado
$2.5M +$2.5M +8,975 New
UB
1983
Umpqua Bank
Oregon
$2.5M +$2.5M +8,962 New
OTPPB
1984
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.5M +$2.5M +8,954 New
FFO
1985
Fiduciary Family Office
Florida
$2.5M -$43.3K -155 -2%
WAG
1986
Winthrop Advisory Group
Massachusetts
$2.49M +$22.3K +80 +0.9%
BCP
1987
Blackhawk Capital Partners
Wisconsin
$2.49M -$174K -625 -7%
HS
1988
HighVista Strategies
Massachusetts
$2.49M -$949K -3,400 -28%
RWP
1989
Revolve Wealth Partners
New Jersey
$2.49M +$68.1K +244 +3%
PBT
1990
Pictet Bank & Trust
Bahamas
$2.49M -$1.31M -4,691 -34%
CA
1991
Callahan Advisors
Texas
$2.48M +$22.9K +82 +0.9%
GA
1992
GoalVest Advisory
New York
$2.47M +$2.13M +7,649 +629%
LPT
1993
Legacy Private Trust
Wisconsin
$2.47M -$22.6K -81 -0.9%
TNAM
1994
Terra Nova Asset Management
New York
$2.47M +$15.1K +54 +0.6%
ACM
1995
AlphaStar Capital Management
North Carolina
$2.45M +$373K +1,335 +18%
JHCP
1996
Jackson Hole Capital Partners
Oklahoma
$2.45M +$276K +990 +13%
BWG
1997
Boomfish Wealth Group
Georgia
$2.45M -$113K -406 -4%
OC
1998
Oakworth Capital
Alabama
$2.44M -$34.9K -125 -1%
SQA
1999
Simon Quick Advisors
New Jersey
$2.44M +$595K +2,133 +32%
DRS
2000
Deane Retirement Strategies
Louisiana
$2.43M +$26.5K +95 +1%