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 %
CB
2001
CNB Bank
Pennsylvania
$2.43M +$63.4K +227 +3%
PP
2002
PDS Planning
Ohio
$2.43M +$75.4K +270 +3%
SP
2003
Stonebrook Private
Michigan
$2.42M +$200K +717 +9%
SAI
2004
Systematic Alpha Investments
New Jersey
$2.42M
AW
2005
Alaethes Wealth
Nevada
$2.42M -$48.3K -173 -2%
FHC
2006
First Heartland Consultants
Missouri
$2.42M +$148K +532 +7%
HAG
2007
HF Advisory Group
Maryland
$2.41M +$203K +726 +9%
AC
2008
ASB Consultores
Florida
$2.39M +$1.85M +6,638 +344%
FTWA
2009
Fifth Third Wealth Advisors
Ohio
$2.39M +$480K +1,720 +25%
RPCONE
2010
Retirement Planning Company of New England
Rhode Island
$2.39M -$730K -2,615 -23%
A
2011
AlphaQuest
New York
$2.38M +$455K +1,631 +24%
TSW
2012
Three Seasons Wealth
Utah
$2.38M +$695K +2,496 +41%
SW
2013
SkyOak Wealth
Michigan
$2.38M -$2.51K -9 -0.1%
SXL
2014
Summit X LLC
Missouri
$2.38M -$10.1K -36 -0.4%
CFG
2015
Cooper Financial Group
California
$2.38M +$165K +591 +7%
SC
2016
Savoie Capital
Illinois
$2.37M
CWP
2017
Concord Wealth Partners
Virginia
$2.37M +$537K +1,925 +29%
MSFP
2018
Mark Sheptoff Financial Planning
Connecticut
$2.37M +$2.79K +10 +0.1%
FWM
2019
ForthRight Wealth Management
Georgia
$2.36M -$99.4K -356 -4%
TIM
2020
Triad Investment Management
California
$2.35M -$339K -1,213 -13%
DCM
2021
Dudley Capital Management
Virginia
$2.35M +$20.9K +75 +0.9%
GWM
2022
Gray Wealth Management
Maine
$2.34M +$138K +495 +6%
SLC
2023
Second Line Capital
Louisiana
$2.34M +$97.7K +350 +4%
SWM
2024
Sculati Wealth Management
Michigan
$2.34M +$6.42K +23 +0.3%
AWMT
2025
AAFMAA Wealth Management & Trust
North Carolina
$2.33M -$589K -2,111 -20%