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 %
RIA
2026
Regal Investment Advisors
Michigan
$2.33M -$36.6K -131 -2%
SFM
2027
Systematic Financial Management
New Jersey
$2.32M
CRI
2028
Commonwealth Retirement Investments
Virginia
$2.31M +$68.9K +247 +3%
NMG
2029
New Millennium Group
Utah
$2.3M +$2.06M +7,388 +871%
SFG
2030
Snider Financial Group
Washington
$2.3M +$63.6K +228 +3%
CCMW
2031
Cypress Capital Management (Wyoming)
Wyoming
$2.29M -$31K -111 -1%
CGFA
2032
Colton Groome Financial Advisors
North Carolina
$2.29M -$6.42K -23 -0.3%
AWC
2033
Abundance Wealth Counselors
Pennsylvania
$2.29M -$82.9K -297 -3%
DAM
2034
Derbend Asset Management
Georgia
$2.28M +$5.86K +21 +0.3%
EA
2035
Ellsworth Advisors
Ohio
$2.28M +$22.9K +83 +1%
FPCP
2036
Fort Point Capital Partners
California
$2.28M -$157K -562 -6%
EFG
2037
Everhart Financial Group
Ohio
$2.26M +$252K +903 +13%
BLC
2038
Brown, Lisle/Cummings
Rhode Island
$2.26M
RBC
2039
Romano Brothers & Co
Illinois
$2.26M +$163K +585 +8%
Koshinski Asset Management
2040
Koshinski Asset Management
Illinois
$2.26M +$736K +2,636 +48%
WB
2041
WesBanco Bank
West Virginia
$2.25M +$966K +3,463 +75%
ITIM
2042
Indiana Trust & Investment Management
Indiana
$2.25M -$154K -551 -6%
EL
2043
EMFO LLC
Florida
$2.25M
BSG
2044
Black Swift Group
Colorado
$2.23M +$2.23M +8,000 New
VCP
2045
Verus Capital Partners
Arizona
$2.23M -$86K -308 -4%
GLA
2046
Good Life Advisors
Pennsylvania
$2.23M +$24.8K +89 +1%
RMC
2047
Resources Management Corp
Connecticut
$2.23M +$10.9K +39 +0.5%
AWCI
2048
Alpine Woods Capital Investors
New York
$2.22M +$2.22M +8,265 New
SAM
2049
Strategy Asset Managers
California
$2.22M +$905K +3,244 +69%
KSWA
2050
Kathleen S. Wright Associates
Pennsylvania
$2.22M +$77.1K +278 +4%