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 %
BEI
2651
Benjamin Edwards Inc
Missouri
$879K +$66.7K +256 +8%
FAG
2652
Fortitude Advisory Group
Washington
$878K -$3.12K -12 -0.4%
FOA
2653
Five Oceans Advisors
California
$877K -$10.4K -40 -1%
ESBC
2654
E.S. Barr & Co
Kentucky
$877K +$71.3K +274 +9%
D
2655
Diversified
Delaware
$875K +$41.7K +160 +5%
CPA
2656
Cardiff Park Advisors
California
$874K +$38.5K +148 +5%
TW
2657
Traveka Wealth
California
$874K +$874K +3,358 New
FWM
2658
Finer Wealth Management
Massachusetts
$873K -$371K -1,427 -30%
MC
2659
Maren Capital
Illinois
$873K +$873K +3,352 New
LAI
2660
Legal Advantage Investments
California
$872K -$13K -50 -1%
KFA
2661
Kapstone Financial Advisors
Ohio
$870K -$1.09K -4 -0.1%
CAM
2662
Claret Asset Management
Quebec, Canada
$867K -$11.7K -45 -1%
MSA
2663
Marino Stram & Associates
Massachusetts
$866K +$11.5K +44 +1%
RW
2664
REDW Wealth
New Mexico
$864K -$32.3K -124 -4%
ACA
2665
Ackerman Capital Advisors
Texas
$864K
RP
2666
Rice Partnership
Hawaii
$860K -$798K -3,064 -48%
BSSFA
2667
Baron Silver Stevens Financial Advisors
Florida
$860K +$67.2K +258 +8%
TCPWM
2668
Traverso Chambers Private Wealth Management
California
$852K -$5.73K -22 -0.7%
FAFN
2669
First Affirmative Financial Network
Colorado
$851K +$68.7K +264 +9%
LOIM
2670
Liberty One Investment Management
Illinois
$851K -$44.3K -170 -5%
EWM
2671
Elmwood Wealth Management
California
$849K -$193K -741 -19%
RWS
2672
Resolute Wealth Strategies
Mississippi
$846K +$521 +2 +0.1%
DDPIC
2673
Deroy & Devereaux Private Investment Counsel
Michigan
$846K -$115K -441 -12%
SIG
2674
Sargent Investment Group
Maryland
$846K -$781 -3 -0.1%
OPTFSNA
2675
Old Point Trust & Financial Services N A
Virginia
$846K +$405K +1,556 +92%