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 %
DC
2451
Dantai Capital
Hong Kong
$1.27M -$493K -1,765 -28%
BWM
2452
Buckley Wealth Management
Nevada
$1.27M -$30.7K -110 -2%
CA
2453
Centerpoint Advisors
Massachusetts
$1.27M -$25.9K -93 -2%
APIM
2454
Agate Pass Investment Management
Washington
$1.26M
RGF
2455
Retirement Guys Formula
Ohio
$1.26M +$62K +222 +5%
PWM
2456
Paulson Wealth Management
Illinois
$1.26M +$6.7K +24 +0.5%
CAM
2457
Cozad Asset Management
Illinois
$1.26M +$27.9K +100 +2%
CFO
2458
CVA Family Office
Colorado
$1.26M +$2.51K +9 +0.2%
SAM
2459
Satovsky Asset Management
New York
$1.26M +$2.23K +8 +0.2%
1WM
2460
1858 Wealth Management
Ohio
$1.26M
WCA
2461
Westover Capital Advisors
Delaware
$1.25M -$9.77K -35 -0.8%
OCM
2462
Orion Capital Management
California
$1.25M -$3.07K -11 -0.2%
ECM
2463
Elgethun Capital Management
South Dakota
$1.25M
BBP
2464
Banco BTG Pactual
Brazil
$1.25M -$1.5M -5,379 -55%
FCB
2465
First County Bank
Connecticut
$1.24M -$199K -712 -14%
WHCI
2466
W.H. Cornerstone Investments
Massachusetts
$1.24M -$43.5K -156 -3%
UFF
2467
USA Financial Formulas
Michigan
$1.24M -$242K -867 -16%
DA
2468
DCM Advisors
New York
$1.24M -$1.16M -4,146 -48%
BFIM
2469
Beese Fulmer Investment Management
Ohio
$1.24M
WIA
2470
Westbourne Investment Advisors
Maryland
$1.24M
PMA
2471
Prudent Man Advisors
Illinois
$1.23M -$59.7K -214 -5%
ECM
2472
Estabrook Capital Management
New York
$1.23M +$19.3K +69 +2%
FFA
2473
Florida Financial Advisors
Florida
$1.23M +$207K +740 +20%
FBT
2474
First Bankers Trust
Kentucky
$1.23M -$23.2K -83 -2%
FB
2475
First Bancorp
Maine
$1.22M -$10.6K -38 -0.9%