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 %
RC
2051
RDST Capital
Washington
$2.21M -$332K -1,190 -13%
BIA
2052
Benchmark Investment Advisors
Illinois
$2.21M -$22.6K -81 -1%
VCM
2053
Virtue Capital Management
Tennessee
$2.21M +$292K +1,056 +15%
CWM
2054
Circle Wealth Management
New Jersey
$2.21M -$111K -396 -5%
MFP
2055
Meridian Financial Partners
Virginia
$2.2M +$5.7K +21 +0.3%
NAMP
2056
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.2M
PPWM
2057
Paragon Private Wealth Management
Kentucky
$2.19M +$111K +398 +5%
IA
2058
Icon Advisers
Colorado
$2.18M
TP
2059
Tranquility Partners
Tennessee
$2.18M +$10K +36 +0.5%
CFP
2060
Catalyst Financial Partners
Massachusetts
$2.18M +$86.2K +316 +4%
HIC
2061
Hartline Investment Corp
Illinois
$2.18M -$4.75M -17,004 -69%
BCA
2062
Bay Colony Advisors
Massachusetts
$2.18M +$8.93K +32 +0.4%
JSC
2063
J. Stern & Co
United Kingdom
$2.17M +$74.5K +267 +4%
EP
2064
Edgestream Partners
New Jersey
$2.17M -$1.22M -4,364 -36%
9WM
2065
9258 Wealth Management
Ohio
$2.16M -$80.7K -289 -4%
GAA
2066
Global Assets Advisory
Florida
$2.16M +$2.16M +601,128 New
UAML
2067
US Asset Management LLC
Pennsylvania
$2.16M -$40.7K -146 -2%
BA
2068
Ballast Advisors
Minnesota
$2.15M -$43K -154 -2%
LT
2069
Lindsell Train
United Kingdom
$2.15M
WLG
2070
Williamson Legacy Group
Indiana
$2.14M +$36.6K +131 +2%
CW
2071
Connectus Wealth
Ohio
$2.14M -$455K -16,497 -18%
HIC
2072
Harvey Investment Company
Kentucky
$2.14M
FPFS
2073
First Personal Financial Services
North Carolina
$2.14M
FFA
2074
Fortune Financial Advisors
Kansas
$2.14M +$10.9K +39 +0.5%
SDWIA
2075
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.13M -$41.3K -148 -2%