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 %
KAS
2551
KPP Advisory Services
Kentucky
$1.01M +$45.8K +176 +5%
AWA
2552
Aletheian Wealth Advisors
Washington
$1.01M -$22.1K -85 -2%
ML
2553
McAdam LLC
Pennsylvania
$1.01M +$393K +1,509 +64%
CFA
2554
Cahill Financial Advisors
Minnesota
$1.01M +$260 +1 +0%
MC
2555
McMorgan & Co
California
$1.01M -$2.6K -10 -0.3%
S
2556
Sunpointe
Missouri
$1M +$1M +3,852 New
SLT
2557
St Louis Trust
Missouri
$1M +$49.7K +191 +5%
FNC
2558
First National Corp
Massachusetts
$999K +$126K +482 +14%
TA
2559
Tectonic Advisors
Texas
$998K -$260 -1 -0%
MIM
2560
Manitou Investment Management
Ontario, Canada
$996K -$7.55K -29 -0.8%
FPWM
2561
FSB Premier Wealth Management
Iowa
$992K +$156K +601 +19%
AWM
2562
Atticus Wealth Management
Florida
$992K +$4.43K +17 +0.4%
AGAM
2563
Audent Global Asset Management
California
$990K -$143K -551 -13%
MAM
2564
McCarthy Asset Management
California
$990K +$248K +954 +33%
PEA
2565
Park Edge Advisors
Ohio
$989K +$42.7K +164 +5%
BFA
2566
Bragg Financial Advisors
North Carolina
$989K -$16.9K -65 -2%
WMC
2567
Westwood Management Corporation
Illinois
$989K -$8.25M -31,700 -89%
PMFA
2568
Plante Moran Financial Advisors
Michigan
$987K -$37.8K -145 -4%
SAM
2569
SignalPoint Asset Management
Missouri
$986K -$8.07K -31 -0.8%
CCM
2570
Crew Capital Management
Ohio
$985K -$5.47K -21 -0.6%
WMA
2571
Wealth Management Associates
New Jersey
$983K
ADIM
2572
Alpha DNA Investment Management
Maryland
$983K -$1.19M -4,567 -55%
KWM
2573
Kolinsky Wealth Management
New Jersey
$980K +$15.9K +61 +2%
TAM
2574
Titleist Asset Management
Texas
$979K -$33.6K -129 -3%
BWA
2575
Blodgett Wealth Advisors
California
$979K