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 %
OPA
2601
Old Port Advisors
Maine
$944K +$36.2K +139 +4%
CG
2602
Cutler Group
California
$944K -$2.3M -8,843 -71%
DP
2603
DDD Partners
Washington
$944K -$118K -452 -11%
DTC
2604
Davidson Trust Company
Washington
$944K +$63.5K +244 +7%
IF
2605
Intrua Financial
Texas
$941K -$4.95K -19 -0.5%
CRI
2606
Colonial River Investments
Virginia
$941K +$706K +2,711 +301%
GIP
2607
Greatmark Investment Partners
Georgia
$940K -$10.2K -39 -1%
BWCS
2608
Beirne Wealth Consulting Services
Connecticut
$939K +$539K +2,069 +135%
HCP
2609
Hexagon Capital Partners
Arkansas
$936K +$117K +451 +14%
BFWA
2610
Benchmark Financial Wealth Advisors
Florida
$936K +$1.56K +6 +0.2%
CAL
2611
Capital Advisors Ltd
Ohio
$934K +$24K +92 +3%
HG
2612
Harbor Group
New Hampshire
$932K
OFG
2613
Oxford Financial Group
Indiana
$931K -$135K -518 -13%
PDM
2614
Penn Davis McFarland
Texas
$929K +$17.2K +66 +2%
AWA
2615
Alta Wealth Advisors
Massachusetts
$928K -$6.51K -25 -0.7%
IGWM
2616
ICA Group Wealth Management
Colorado
$928K +$54.7K +210 +6%
WW
2617
Waterfront Wealth
Kansas
$927K
ME
2618
McIlrath & Eck
Washington
$923K -$121K -464 -12%
MA
2619
MJP Associates
Connecticut
$923K -$288K -1,107 -24%
CCA
2620
Cora Capital Advisors
New Jersey
$923K -$253K -972 -22%
GD
2621
Grandfield & Dodd
New York
$923K -$80.7K -310 -8%
PCM
2622
Pointe Capital Management
Michigan
$921K +$5.21K +20 +0.6%
KWS
2623
Keystone Wealth Services
California
$921K -$129K -495 -12%
MCM
2624
Mendel Capital Management
Arkansas
$920K +$12.2K +47 +1%
GAM
2625
Gould Asset Management
California
$919K -$49.2K -189 -5%