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 %
NDSI
2351
Newman Dignan & Sheerar Inc
Rhode Island
$1.42M -$52.2K -187 -4%
FFB
2352
First Financial Bankshares
Texas
$1.42M +$108K +386 +8%
PPWM
2353
Perissos Private Wealth Management
Oklahoma
$1.42M +$1.42M +5,074 New
SOS
2354
Silver Oak Securities
Tennessee
$1.41M -$21.2K -76 -1%
KIG
2355
Kennedy Investment Group
New Jersey
$1.41M +$279 +1 +0%
JWM
2356
Jessup Wealth Management
Ohio
$1.41M +$10.3K +37 +0.7%
MCA
2357
MSH Capital Advisors
Arizona
$1.41M -$110K -395 -7%
EP
2358
Eudaimonia Partners
Tennessee
$1.41M +$42.7K +153 +3%
AWM
2359
Aviso Wealth Management
Washington
$1.4M +$67.3K +241 +5%
RFS
2360
Richardson Financial Services
Massachusetts
$1.4M +$116K +416 +9%
CFIA
2361
Cantor Fitzgerald Investment Advisors
New York
$1.4M -$96K -344 -6%
TNA
2362
True North Advisors
Texas
$1.4M -$91.5K -328 -6%
UCB
2363
United Community Bank
South Carolina
$1.39M +$360K +1,307 +35%
NFG
2364
Northeast Financial Group
Pennsylvania
$1.39M -$44.9K -161 -3%
SPA
2365
Sherbrooke Park Advisers
New York
$1.39M +$1.11M +3,987 +403%
EFG
2366
Ethos Financial Group
Pennsylvania
$1.38M +$9.49K +34 +0.7%
CMTU
2367
Capital Markets Trading (UK)
United Kingdom
$1.38M +$1.38M +4,960 New
AIA
2368
Alera Investment Advisors
Illinois
$1.38M -$172K -616 -11%
TNBTD
2369
Trustmark National Bank Trust Department
Mississippi
$1.38M -$7.81K -28 -0.6%
WE
2370
Wealth Effects
Massachusetts
$1.38M -$14.2K -51 -1%
KA
2371
Kovack Advisors
Florida
$1.38M -$166K -594 -11%
WRPWM
2372
Werba Rubin Papier Wealth Management
California
$1.37M +$39.1K +140 +3%
SAMC
2373
Spectrum Asset Management (California)
California
$1.37M -$23.7K -85 -2%
SL
2374
Salomon & Ludwin
Virginia
$1.37M -$95K -341 -6%
WCM
2375
Winthrop Capital Management
Indiana
$1.37M +$11.4K +41 +0.8%