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 %
FTDI
1026
First Trust Direct Indexing
Massachusetts
$11M +$764K +2,736 +7%
HP
1027
Hosking Partners
United Kingdom
$11M -$34.3K -123 -0.3%
CF
1028
Clarity Financial
Texas
$11M +$64.5K +231 +0.6%
S
1029
SignatureFD
Georgia
$10.9M +$247K +884 +2%
PWP
1030
Principle Wealth Partners
Connecticut
$10.9M +$238K +852 +2%
MIA
1031
MMBG Investment Advisors
Florida
$10.9M
HAG
1032
HighPoint Advisor Group
Illinois
$10.9M +$130K +466 +1%
LW
1033
Linscomb Wealth
Texas
$10.9M +$61.7K +221 +0.6%
MWM
1034
Mission Wealth Management
California
$10.9M +$4.46M +15,977 +70%
HVIA
1035
Hudson Valley Investment Advisors
New York
$10.8M +$2.75M +9,853 +34%
SNB
1036
Security National Bank
Nebraska
$10.8M +$94.9K +340 +0.9%
RC
1037
Roundview Capital
New Jersey
$10.8M +$375K +1,345 +4%
CWP
1038
CFM Wealth Partners
Texas
$10.7M +$597K +2,139 +6%
AIP
1039
Ameritas Investment Partners
Nebraska
$10.7M -$212K -759 -2%
LCI
1040
L1 Capital International
Australia
$10.7M +$284K +1,022 +3%
DAS
1041
Dynamic Advisor Solutions
Arizona
$10.7M +$489K +1,753 +5%
AAMA
1042
Advanced Asset Management Advisors
Ohio
$10.7M -$29.3K -105 -0.3%
OAM
1043
Ostrum Asset Management
France
$10.6M +$656K +2,351 +7%
PPA
1044
Painted Porch Advisors
California
$10.6M +$32.7K +117 +0.3%
1CP
1045
11 Capital Partners
Connecticut
$10.6M +$675K +2,420 +7%
SGM
1046
Skye Global Management
Florida
$10.5M -$20.3M -72,700 -66%
PA
1047
Perennial Advisors
New York
$10.5M -$91.8K -329 -0.9%
LT
1048
Legacy Trust
Michigan
$10.5M -$646K -2,316 -6%
BG
1049
Bahl & Gaynor
Ohio
$10.5M +$138K +496 +1%
GLA
1050
Great Lakes Advisors
Illinois
$10.5M -$8.58M -30,734 -45%