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 %
FF
2076
Fluent Financial
Texas
$2.13M +$11.7K +42 +0.6%
AWE
2077
Avidian Wealth Enterprises
Texas
$2.13M +$313K +1,123 +17%
SIA
2078
Schear Investment Advisers
Ohio
$2.12M +$201K +722 +10%
BFA
2079
Beacon Financial Advisory
Ohio
$2.12M +$12.8K +46 +0.6%
FTIS
2080
First Trust Investment Solutions
Florida
$2.11M -$3.91K -14 -0.2%
CFCI
2081
Comprehensive Financial Consultants Institutional
Indiana
$2.11M +$128K +460 +6%
EGA
2082
E&G Advisors
Texas
$2.11M +$47.2K +169 +2%
PHIMC
2083
Private Harbour Investment Management & Counsel
Ohio
$2.1M -$34.6K -124 -2%
LAS
2084
Lloyd Advisory Services
Georgia
$2.1M +$1.81M +6,484 +620%
ZIG
2085
Zuckerman Investment Group
Illinois
$2.09M +$385K +1,379 +23%
MSFS
2086
Main Street Financial Solutions
Pennsylvania
$2.08M -$4.19K -15 -0.2%
AMCA
2087
Arthur M. Cohen & Associates
Illinois
$2.08M +$135K +482 +7%
CCG
2088
Chatham Capital Group
Georgia
$2.08M -$8.37K -30 -0.4%
APGDR
2089
Absoluto Partners Gestao de Recursos
Brazil
$2.08M +$107K +385 +5%
SOAMC
2090
Spirit of America Management Corp
New York
$2.08M
EI
2091
Ellevest Inc
New York
$2.08M +$114K +410 +6%
FWA
2092
FOCUS Wealth Advisors
Texas
$2.08M +$125K +448 +6%
FMWA
2093
Forvis Mazars Wealth Advisors
Missouri
$2.08M +$235K +842 +13%
KFGK
2094
Keystone Financial Group (Kentucky)
Kentucky
$2.08M +$879K +3,150 +73%
CE
2095
Cornerstone Enterprises
Wisconsin
$2.08M +$2.08M +7,458 New
OWA
2096
One Wealth Advisors
California
$2.07M +$495K +1,773 +31%
SPWM
2097
Schrum Private Wealth Management
Florida
$2.07M +$1.84M +6,598 +793%
LWL
2098
Leo Wealth LLC
Texas
$2.07M +$483K +1,733 +30%
DFG
2099
Delta Financial Group
New Jersey
$2.07M +$335K +1,202 +19%
PCOTEOTHU
2100
Provident Company of the Employees of the Hebrew University
Israel
$2.07M +$2.07M +7,410 New