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 %
DCM
2201
Davis Capital Management
Florida
$1.76M +$30.9K +111 +2%
DBIA
2202
Dumont & Blake Investment Advisors
New Jersey
$1.76M +$13.4K +48 +0.8%
RCM
2203
Riverpark Capital Management
New York
$1.76M +$38.2K +137 +2%
PCG
2204
PFC Capital Group
California
$1.75M -$27.9K -100 -2%
FCAS
2205
First Command Advisory Services
Texas
$1.75M +$129K +495 +8%
OFS
2206
Orrstown Financial Services
Pennsylvania
$1.74M +$44.9K +161 +3%
TC
2207
Trust Company
Kansas
$1.74M +$293K +1,049 +20%
MCM
2208
Monument Capital Management
Virginia
$1.73M +$24.8K +89 +1%
MWM
2209
MGB Wealth Management
Texas
$1.73M
VBCG
2210
Valley Brook Capital Group
Pennsylvania
$1.73M +$48.3K +173 +3%
UBV
2211
United Bank (Virginia)
Virginia
$1.72M +$558 +2 +0%
KFS
2212
Kurt F. Somerville
$1.71M -$69.8K -250 -4%
MFG
2213
Menard Financial Group
Texas
$1.71M +$172K +618 +11%
TCPW
2214
Twin City Private Wealth
North Carolina
$1.71M +$1.71M +6,120 New
AF
2215
Advisornet Financial
Minnesota
$1.71M +$275K +984 +19%
FC
2216
Fulcrum Capital
Washington
$1.7M +$26.8K +96 +2%
PSB
2217
Piscataqua Savings Bank
New Hampshire
$1.7M -$152K -544 -8%
MIM
2218
Moseley Investment Management
Florida
$1.7M -$3.91K -14 -0.2%
PSP
2219
Principal Street Partners
Tennessee
$1.69M +$39.2K +140 +2%
GFPC
2220
Global Financial Private Client
Florida
$1.69M -$6.4K -23 -0.4%
WIM
2221
WealthPlan Investment Management
Nebraska
$1.69M +$80.7K +289 +5%
MSS
2222
Mitchell Sinkler & Starr
Pennsylvania
$1.68M -$125K -447 -7%
CP
2223
Castleview Partners
Texas
$1.68M +$150K +539 +10%
TIA
2224
Traphagen Investment Advisors
New Jersey
$1.68M +$3.07K +11 +0.2%
SFP
2225
Sandbox Financial Partners
Maryland
$1.68M -$129K -463 -7%