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 %
TW
2101
Transform Wealth
Colorado
$2.07M -$1.85M -6,636 -47%
PCM
2102
Princeton Capital Management
New Jersey
$2.07M -$514K -1,842 -20%
SCM
2103
Spreng Capital Management
Ohio
$2.06M +$2.51K +9 +0.1%
AA
2104
Altman Advisors
Illinois
$2.05M -$280K -1,005 -12%
JIC
2105
Joel Isaacson & Co
New York
$2.05M +$109K +390 +6%
PFWA
2106
Paces Ferry Wealth Advisors
Georgia
$2.05M -$46.6K -167 -2%
XT
2107
XTX Topco
Cayman Islands
$2.04M +$2.04M +7,316 New
OBWG
2108
Onyx Bridge Wealth Group
New York
$2.04M -$17.3K -63 -0.8%
WAAG
2109
Wealth Alliance Advisory Group
Kansas
$2.04M +$97.1K +348 +5%
MA
2110
MONECO Advisors
Connecticut
$2.03M +$96.8K +347 +5%
SG
2111
StoneX Group
New York
$2.03M -$34.6K -124 -2%
CIG
2112
Cascade Investment Group
Colorado
$2.03M -$38.8K -139 -2%
OWMIAS
2113
One Wealth Management Investment & Advisory Services
Florida
$2.03M +$242K +868 +14%
DIM
2114
Delta Investment Management
California
$2.03M -$38K -136 -2%
HFA
2115
Harbert Fund Advisors
Alabama
$2.02M +$628K +2,250 +45%
ADIM
2116
Alpha DNA Investment Management
Maryland
$2.02M +$968K +3,469 +92%
PW
2117
Peninsula Wealth
California
$2.02M -$18.4K -66 -0.9%
PBC
2118
Pavion Blue Capital
California
$2.02M -$4.74K -17 -0.2%
QC
2119
Quent Capital
New York
$2.02M +$112K +403 +6%
LWM
2120
Lodestone Wealth Management
Washington
$2.02M +$4.19K +15 +0.2%
CASB
2121
Cape Ann Savings Bank
Massachusetts
$2.01M -$45.2K -162 -2%
SFWC
2122
Strategic Family Wealth Counselors
New Jersey
$2.01M
AA
2123
Argent Advisors
Louisiana
$2.01M -$24.6K -88 -1%
AT
2124
Arden Trust
Delaware
$2M -$59.7K -214 -3%
LWA
2125
Lineweaver Wealth Advisors
Ohio
$2M +$29.3K +105 +1%