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 %
BFW
1276
Brady Family Wealth
Missouri
$7.12M +$81.2K +291 +1%
HCM
1277
Harvey Capital Management
Florida
$7.12M
BCFD
1278
Boit C.F. David
$7.12M
BA
1279
Bristlecone Advisors
Washington
$7.11M -$391K -1,400 -5%
HSA
1280
HBK Sorce Advisory
Pennsylvania
$7.06M +$302K +1,082 +4%
TIP
1281
Torray Investment Partners
Maryland
$7.05M -$104K -371 -1%
WI
1282
Wintrust Investments
Illinois
$7.05M -$6.98K -25 -0.1%
FFWA
1283
FRG Family Wealth Advisors
Washington
$7.04M -$129K -480 -2%
SFP
1284
Shepherd Financial Partners
Massachusetts
$7.04M +$52.7K +189 +0.8%
CCT
1285
Capital City Trust
Florida
$7.04M -$288K -1,031 -4%
IB
1286
Intrust Bank
Kansas
$7.02M +$32.7K +117 +0.5%
NP
1287
NorthRock Partners
Minnesota
$6.98M +$654K +2,343 +10%
LOPW
1288
Live Oak Private Wealth
North Carolina
$6.97M +$194K +695 +3%
MWA
1289
Meridian Wealth Advisors
Texas
$6.95M +$268K +962 +4%
CW
1290
CreativeOne Wealth
Kansas
$6.94M +$1.21M +4,338 +21%
IWA
1291
IBEX Wealth Advisors
New Jersey
$6.94M +$6.93M +33,360 +92,667%
BCA
1292
Bray Capital Advisors
Florida
$6.92M -$10.9K -39 -0.2%
MGAM
1293
McGowan Group Asset Management
Texas
$6.89M -$30.4K -109 -0.4%
SIA
1294
Schechter Investment Advisors
Michigan
$6.88M +$132K +474 +2%
ISL
1295
Ingalls & Snyder LLC
New York
$6.87M -$102K -367 -1%
DA
1296
Duality Advisers
Florida
$6.85M -$270K -968 -4%
SC
1297
Searle & Co
Connecticut
$6.84M
GAAM
1298
Guinness Atkinson Asset Management
California
$6.84M
Acadian Asset Management
1299
Acadian Asset Management
Massachusetts
$6.84M -$4.25M -15,228 -38%
GCM
1300
Genus Capital Management
British Columbia, Canada
$6.83M +$6.83M +24,482 New