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 %
IWN
2326
Independent Wealth Network
Iowa
$1.47M +$57.2K +205 +4%
KC
2327
Knuff & Co
California
$1.47M +$628K +2,250 +75%
SIM
2328
Sterling Investment Management
Arizona
$1.47M +$51.9K +186 +4%
NAS
2329
Nicolet Advisory Services
Wisconsin
$1.47M +$104K +376 +8%
TIA
2330
Tiemann Investment Advisors
California
$1.47M -$23.7K -85 -2%
TPWM
2331
Twelve Points Wealth Management
Massachusetts
$1.46M -$28.5K -102 -2%
HFA
2332
High Falls Advisors
New York
$1.46M +$337K +1,206 +30%
MCWA
2333
Meadow Creek Wealth Advisors
Georgia
$1.46M +$318K +1,138 +28%
DAM
2334
Delta Asset Management
Tennessee
$1.46M
TF
2335
TLWM Financial
Texas
$1.45M -$19K -68 -1%
HG
2336
Herbst Group
Connecticut
$1.45M +$14K +50 +1%
SF
2337
Slagle Financial
Illinois
$1.45M -$1.42M -5,079 -49%
RC
2338
RBO & Co
California
$1.45M
GA
2339
GFS Advisors
Texas
$1.45M
BFIC
2340
Bedell Frazier Investment Counselling
California
$1.44M +$38.5K +138 +3%
GPI
2341
General Partner Inc
Pennsylvania
$1.44M +$324K +1,160 +29%
AIC
2342
Archer Investment Corporation
Indiana
$1.43M -$141K -506 -9%
WWP
2343
WR Wealth Planners
Missouri
$1.43M +$52.8K +189 +4%
CP
2344
Covenant Partners
Tennessee
$1.43M -$232K -830 -14%
OL
2345
Optas LLC
Texas
$1.43M +$31.3K +112 +2%
LGA
2346
Lebenthal Global Advisors
New York
$1.43M -$45.5K -163 -3%
ATC
2347
Adirondack Trust Company
New York
$1.43M -$14.5K -52 -1%
EFL
2348
ERn Financial LLC
Wisconsin
$1.43M +$23.7K +85 +2%
BEAM
2349
Baker Ellis Asset Management
Washington
$1.42M +$48.8K +175 +4%
CIM
2350
Caldwell Investment Management
Ontario, Canada
$1.42M