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 %
EWA
2626
Encompass Wealth Advisors
Oregon
$919K +$4.95K +19 +0.5%
BL
2627
BFSG LLC
California
$919K +$919K +3,528 New
DBRC
2628
D.B. Root & Company
Pennsylvania
$915K -$156K -599 -15%
MTWM
2629
Masso Torrence Wealth Management
New Jersey
$914K +$68K +261 +8%
PK
2630
Pflug Koory
Nebraska
$913K +$14.1K +54 +2%
WF
2631
WoodTrust Financial
Wisconsin
$911K +$781 +3 +0.1%
CD
2632
Chapin Davis
Maryland
$910K +$52.3K +201 +6%
OW
2633
Olistico Wealth
Oklahoma
$909K +$781 +3 +0.1%
PFG
2634
PAX Financial Group
Texas
$909K -$54.3K -197 -6%
SRC
2635
Sage Rhino Capital
California
$907K -$3.12K -12 -0.3%
TCM
2636
Tufton Capital Management
Maryland
$907K -$59.9K -230 -6%
OIA
2637
Optimum Investment Advisors
Illinois
$905K -$26K -100 -3%
JFA
2638
JNBA Financial Advisors
Minnesota
$905K -$2.6K -10 -0.3%
AP
2639
Adero Partners
California
$904K +$260 +1 +0%
SAM
2640
Sycomore Asset Management
France
$902K +$693K +2,678 +332%
JF
2641
JSF Financial
California
$900K -$3.38K -13 -0.4%
3F
2642
360 Financial
Minnesota
$898K +$81.5K +313 +10%
FFA
2643
Fi3 Financial Advisors
Indiana
$897K -$122K -468 -12%
CHJWM
2644
Carlton Hofferkamp & Jenks Wealth Management
Texas
$896K -$27.2K -100 -3%
AWS
2645
Aspen Wealth Strategies
Colorado
$893K +$8.33K +32 +0.9%
IIM
2646
Ironwood Investment Management
Massachusetts
$891K +$22.1K +85 +3%
GWA
2647
GGM Wealth Advisors
Maryland
$891K -$53.9K -201 -6%
SFS
2648
Sharp Financial Services
Pennsylvania
$889K +$889K +3,416 New
HWM
2649
Howard Wealth Management
Connecticut
$880K -$1.3K -5 -0.1%
WA
2650
Wealth Architects
California
$880K -$11.5K -44 -1%