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 %
B
2251
Barings
North Carolina
$1.64M +$70K +251 +4%
CCM
2252
Conway Capital Management
California
$1.63M +$69.8K +250 +4%
MMPW
2253
Mitchell McLeod Pugh & Williams
Alabama
$1.63M -$13.4K -48 -0.8%
CPSC
2254
Carl P. Sherr & Co
Massachusetts
$1.63M
1IA
2255
1834 Investment Advisors
Wisconsin
$1.63M -$1.11M -3,983 -41%
RCA
2256
Roberts Capital Advisors
Colorado
$1.63M +$1.63M +5,832 New
MWM
2257
Modern Wealth Management
Kansas
$1.63M +$1.21M +4,331 +289%
OWA
2258
Octavia Wealth Advisors
Ohio
$1.62M -$124K -444 -7%
FI
2259
Financial Insights
Washington
$1.62M -$352K -1,263 -18%
GAM
2260
Grandview Asset Management
Pennsylvania
$1.62M +$33.5K +120 +2%
LCM
2261
Landscape Capital Management
New Jersey
$1.62M +$1.62M +5,801 New
CCM
2262
Cinctive Capital Management
New York
$1.62M +$1.62M +5,800 New
WP
2263
Westmount Partners
California
$1.62M -$30.4K -109 -2%
FA
2264
Fiducient Advisors
Illinois
$1.62M +$1.62M +5,789 New
CSI
2265
Cross Staff Investments
New York
$1.61M -$23.2K -83 -1%
GKWIM
2266
Gerber Kawasaki Wealth & Investment Management
California
$1.61M +$1.68K +6 +0.1%
BTI
2267
Blue Trust Inc
Georgia
$1.61M -$631K -2,260 -28%
CIM
2268
Corda Investment Management
Texas
$1.61M -$14.2K -51 -0.9%
TLCM
2269
Twin Lakes Capital Management
California
$1.61M +$2.51K +9 +0.2%
XWM
2270
Xcel Wealth Management
Florida
$1.6M +$12K +43 +0.8%
VA
2271
Valmark Advisers
Ohio
$1.6M +$182K +653 +13%
IWA
2272
IVC Wealth Advisors
Pennsylvania
$1.6M +$1.12K +4 +0.1%
HIM
2273
Harbour Investment Management
Washington
$1.59M -$2.79K -10 -0.2%
QPWM
2274
Quadrant Private Wealth Management
Pennsylvania
$1.59M -$222K -794 -12%
CIP
2275
Capital Insight Partners
Arizona
$1.58M -$15.6K -56 -1%