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 %
WI
2176
Wafra Inc
New York
$1.85M
NFA
2177
Northern Financial Advisors
Michigan
$1.85M +$20.7K +74 +1%
MCA
2178
Magnolia Capital Advisors
Mississippi
$1.85M +$548K +2,032 +42%
MCM
2179
Manchester Capital Management
Vermont
$1.84M +$279K +998 +18%
SAM
2180
Secure Asset Management
Michigan
$1.84M -$241K -864 -12%
BFA
2181
Brendel Financial Advisors
New Hampshire
$1.84M +$1.84M +6,598 New
SFG
2182
Sovereign Financial Group
Connecticut
$1.84M +$223K +799 +14%
NGA
2183
Naples Global Advisors
Florida
$1.84M -$15.6K -56 -0.8%
TWM
2184
TriaGen Wealth Management
California
$1.84M -$2.51K -9 -0.1%
FCM
2185
Fortis Capital Management
Washington
$1.83M +$192K +687 +12%
LA
2186
Lynch & Associates
Indiana
$1.83M -$44.9K -161 -2%
PWW
2187
Pettyjohn Wood & White
Virginia
$1.82M -$5.58K -20 -0.3%
AL
2188
Aspiriant LLC
California
$1.82M -$44.1K -158 -2%
IWA
2189
Invera Wealth Advisors
Oregon
$1.82M +$13.3K +49 +0.7%
OIS
2190
Okabena Investment Services
Minnesota
$1.82M -$279K -1,000 -13%
PWM
2191
Pinnacle Wealth Management
California
$1.81M +$1.81M +6,485 New
WCA
2192
Waypoint Capital Advisors
Minnesota
$1.81M +$38K +136 +2%
SHFA
2193
SC&H Financial Advisors
Maryland
$1.81M -$53.6K -192 -3%
OFS
2194
OneAscent Financial Services
Alabama
$1.8M +$23.7K +85 +1%
DS
2195
DRW Securities
Illinois
$1.79M -$541K -1,939 -23%
EFMC
2196
Empire Financial Management Company
New York
$1.79M
SIG
2197
Sky Investment Group
Connecticut
$1.79M +$23.7K +85 +1%
LOAMU
2198
Lombard Odier Asset Management (USA)
New York
$1.77M +$237K +850 +15%
GAG
2199
Goodman Advisory Group
Massachusetts
$1.77M +$21.8K +78 +1%
PL
2200
Perpetual Ltd
Australia
$1.77M +$14.5K +52 +0.8%