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 %
KCM
2676
KRS Capital Management
Michigan
$844K +$260 +1 +0%
IWA
2677
Inspirion Wealth Advisors
Illinois
$844K
EVM
2678
Evelyn V. Moreno
$844K
LF
2679
Lee Financial
Texas
$843K +$382K +1,468 +83%
GIM
2680
Guardian Investment Management
California
$843K -$88.6K -2,350 -10%
JWM
2681
JGP Wealth Management
Oregon
$843K +$16.9K +65 +2%
DF
2682
Dunhill Financial
United Kingdom
$843K -$248K -953 -23%
CS
2683
Cannell & Spears
New York
$842K -$19.5K -75 -2%
BWG
2684
Berry Wealth Group
Texas
$842K +$842K +3,234 New
NEWAS
2685
N.E.W. Advisory Services
Wisconsin
$841K -$5.73K -22 -0.7%
CWP
2686
Core Wealth Partners
California
$840K +$260 +1 +0%
FCG
2687
Fielder Capital Group
Tennessee
$839K +$839K +3,224 New
EFA
2688
Evernest Financial Advisors
Indiana
$839K +$839K +3,221 New
FTB
2689
First Trust Bank
Bahamas
$838K +$838K +3,218 New
DCM
2690
Dimension Capital Management
Florida
$836K +$469K +1,800 +127%
MJP
2691
Michael J. Puzo
$836K -$95K -365 -10%
PG
2692
Prostatis Group
Maryland
$835K +$39.8K +153 +5%
HFM
2693
Hartford Funds Management
Pennsylvania
$835K +$238K +916 +40%
BHPW
2694
Beverly Hills Private Wealth
California
$834K +$411K +1,578 +97%
EFI
2695
EHP Funds Inc
Canada
$833K -$807K -3,100 -49%
KA
2696
Kearns & Associates
California
$833K
SIAG
2697
Safeguard Investment Advisory Group
California
$832K +$51.6K +198 +7%
APC
2698
Aspire Private Capital
North Carolina
$830K +$34.1K +131 +4%
PWP
2699
Phillips Wealth Planners
Mississippi
$829K -$40.2K -150 -5%
BCM
2700
Birch Capital Management
Texas
$825K -$86.4K -332 -9%