3,746 hedge funds and large institutions have $407B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 417 funds opening new positions, 1,515 increasing their positions, 1,438 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,746
Holders Change
+253
Holders Change %
+7.24%
% of All Funds
54.91%
Holding in Top 10
547
Holding in Top 10 Change
+47
Holding in Top 10 Change %
+9.4%
% of All Funds
8.02%
New
417
Increased
1,515
Reduced
1,438
Closed
104
Calls
$4.52B
Puts
$4.04B
Net Calls
+$487M
Net Calls Change
-$677M
Name Holding Trade Value Shares
Change
Shares
Change %
SPL
2526
Smart Portfolios LLC
Washington
$1.03M +$1.03M +3,744 New
CCP
2527
Clough Capital Partners
Massachusetts
$1.03M -$4.35M -16,690 -81%
RIM
2528
Rakuten Investment Management
Japan
$1.03M +$1.03M +3,950 New
M1FG
2529
Mach-1 Financial Group
Arkansas
$1.03M -$1.19M -4,586 -54%
GWA
2530
Gratus Wealth Advisors
Virginia
$1.03M +$1.03M +3,946 New
BA
2531
Bluesphere Advisors
Pennsylvania
$1.03M
RFG
2532
RFP Financial Group
Georgia
$1.03M -$7.03K -27 -0.7%
CF
2533
Copperwynd Financial
Arizona
$1.03M -$26K -100 -2%
SW
2534
Simplicity Wealth
New Jersey
$1.03M +$1.03M +3,938 New
SMA
2535
Seven Mile Advisory
New Jersey
$1.03M +$95.5K +367 +10%
QFA
2536
Quantum Financial Advisors
California
$1.02M -$148K -569 -13%
HL
2537
HeadInvest LLC
Maine
$1.02M -$5.99K -23 -0.6%
PIA
2538
Pinion Investment Advisors
Kansas
$1.02M -$147K -566 -13%
RSC
2539
Red Spruce Capital
Pennsylvania
$1.02M -$7.29K -28 -0.7%
WFAG
2540
Worth Financial Advisory Group
North Carolina
$1.02M +$18K +69 +2%
MFG
2541
Midwest Financial Group
Kansas
$1.02M +$27.1K +104 +3%
PHIC
2542
Pine Haven Investment Counsel
Massachusetts
$1.02M +$2.6K +10 +0.3%
AWP
2543
Accretive Wealth Partners
New Jersey
$1.02M -$5.73K -22 -0.6%
WCM
2544
WealthBridge Capital Management
Ohio
$1.02M -$1.56K -6 -0.2%
TVAMP
2545
Tennessee Valley Asset Management Partners
Tennessee
$1.02M +$509K +1,953 +100%
PFA
2546
Pathway Financial Advisers
Indiana
$1.02M -$13.8K -53 -1%
VC
2547
Veracity Capital
Georgia
$1.01M -$9.89K -38 -1%
ZIMP
2548
Zimmermann Investment Management & Planning
Pennsylvania
$1.01M +$68.7K +264 +7%
SFG
2549
StrategIQ Financial Group
Indiana
$1.01M +$260 +1 +0%
IAS
2550
Investment Advisory Services
Texas
$1.01M -$10.2K -39 -1%