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 %
WLPWM
2401
Walled Lake Planning & Wealth Management
Illinois
$1.33M +$1.4K +5 +0.1%
AWM
2402
Aprio Wealth Management
Georgia
$1.33M +$220K +789 +20%
OPTFSNA
2403
Old Point Trust & Financial Services N A
Virginia
$1.33M +$421K +1,509 +46%
DWM
2404
Drive Wealth Management
Utah
$1.33M -$70.6K -253 -5%
AFS
2405
Aft Forsyth & Sober
Florida
$1.33M
VWM
2406
Vigilare Wealth Management
Arizona
$1.32M -$298K -1,067 -18%
PFG
2407
Prosperity Financial Group
California
$1.32M +$135K +484 +11%
NB
2408
Nicolet Bankshares
Wisconsin
$1.32M +$5.86K +21 +0.4%
MCIA
2409
Mountain Capital Investment Advisors
Colorado
$1.32M +$44.8K +162 +4%
HBW
2410
Hazlett, Burt & Watson
West Virginia
$1.32M +$72.4K +259 +6%
RPWA
2411
Regent Peak Wealth Advisors
Georgia
$1.32M -$39.9K -143 -3%
MCM
2412
Mainstay Capital Management
Michigan
$1.32M -$121K -432 -8%
PAG
2413
Private Advisory Group
Washington
$1.32M +$46.9K +168 +4%
MPW
2414
Monterey Private Wealth
California
$1.32M +$3.07K +11 +0.2%
BAAM
2415
Baker Avenue Asset Management
California
$1.32M -$8.37K -30 -0.6%
VWA
2416
Visionary Wealth Advisors
Illinois
$1.32M +$10.6K +38 +0.8%
BBNA
2417
Bremer Bank National Association
Minnesota
$1.32M -$419K -1,501 -24%
AIM
2418
Alhambra Investment Management
Florida
$1.31M -$84K -301 -6%
BFA
2419
Bill Few Associates
Pennsylvania
$1.31M -$207K -740 -14%
BC
2420
Bowman & Company
Wisconsin
$1.31M +$22.4K +80 +2%
GEM
2421
Global Endowment Management
North Carolina
$1.31M -$265K -950 -17%
BAM
2422
Berkshire Asset Management
Pennsylvania
$1.31M -$199K -713 -13%
CA
2423
Cambridge Advisors
Nebraska
$1.31M -$140K -500 -10%
TWM
2424
Tradition Wealth Management
Minnesota
$1.31M +$135K +482 +11%
BAM
2425
Bosun Asset Management
Illinois
$1.31M -$54.1K -194 -4%