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 %
CFA
2151
Camarda Financial Advisors
Florida
$1.92M -$74.2K -266 -4%
NG
2152
Northstar Group
New York
$1.91M +$1.19M +4,266 +164%
XF
2153
XML Financial
Maryland
$1.91M -$70.3K -252 -4%
IFS
2154
Intelligent Financial Strategies
Minnesota
$1.91M +$12.8K +46 +0.7%
SFO
2155
Stokes Family Office
Louisiana
$1.91M +$87.9K +315 +5%
GPA
2156
Guerra Pan Advisors
New Jersey
$1.91M
CAMV
2157
Concord Asset Management (Virginia)
Virginia
$1.91M +$355K +1,272 +23%
PMSA
2158
Patrick M. Sweeney & Associates
Illinois
$1.89M +$16.2K +58 +0.9%
NF
2159
Nvest Financial
New Hampshire
$1.89M +$35.7K +128 +2%
FIM
2160
Freedom Investment Management
Connecticut
$1.89M +$154K +552 +9%
AWG
2161
Altus Wealth Group
Colorado
$1.89M -$17.9K -64 -0.9%
PHS
2162
Pekin Hardy Strauss
Illinois
$1.89M -$148K -530 -7%
BLAM
2163
Bourne Lent Asset Management
New York
$1.88M
OA
2164
Operose Advisors
Wisconsin
$1.88M +$177K +635 +10%
CAM
2165
Covenant Asset Management
New Jersey
$1.88M +$25.1K +90 +1%
KCIC
2166
Kuhn & Co Investment Counsel
Illinois
$1.87M -$2.79K -10 -0.1%
RB
2167
Renasant Bank
Mississippi
$1.87M +$131K +470 +8%
WIC
2168
Wilkins Investment Counsel
Massachusetts
$1.87M -$223K -800 -11%
BCM
2169
Barden Capital Management
Texas
$1.86M -$474K -1,700 -20%
AIM
2170
Aspen Investment Management
Michigan
$1.86M -$53K -190 -3%
MFFIA
2171
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.86M
HWMA
2172
Heritage Wealth Management (Arizona)
Arizona
$1.86M -$58.9K -211 -3%
CW
2173
Channel Wealth
California
$1.86M -$79.8K -286 -4%
PWA
2174
Prairie Wealth Advisors
Nebraska
$1.86M +$1.86M +6,658 New
CPIA
2175
Cornell Pochily Investment Advisors
New York
$1.85M -$22.3K -80 -1%