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 %
HCM
2701
Hutchinson Capital Management
California
$823K -$2.86K -11 -0.3%
MIM
2702
MTM Investment Management
South Carolina
$823K
EAM
2703
Empirical Asset Management
Massachusetts
$823K +$120K +462 +17%
BB
2704
Burford Brothers
Texas
$822K +$822K +3,157 New
DMBA
2705
Deseret Mutual Benefit Administrators
Utah
$820K -$342K -1,312 -29%
WMA
2706
West Michigan Advisors
Michigan
$819K +$63.3K +243 +8%
SB
2707
Sunflower Bank
Texas
$818K +$10.7K +41 +1%
TWM
2708
TMD Wealth Management
Arizona
$816K
LA
2709
Latitude Advisors
Florida
$816K +$3.38K +13 +0.4%
NSIM
2710
North Star Investment Management
Illinois
$815K -$265K -1,018 -25%
BIAS
2711
Beacon Investment Advisory Services
New Jersey
$814K -$29.7K -114 -4%
PWM
2712
PBMares Wealth Management
Virginia
$812K -$1.04K -4 -0.1%
HTHT
2713
Hemenway Trust Hemenway Trust
New Hampshire
$811K +$138K +529 +20%
NC
2714
NinePointTwo Capital
California
$809K -$233K -895 -22%
WFA
2715
Wellspring Financial Advisors
Ohio
$808K -$3.38K -13 -0.4%
IWP
2716
Invenio Wealth Partners
Florida
$808K +$260 +1 +0%
TA
2717
TFB Advisors
Kansas
$804K -$424K -1,629 -35%
AC
2718
Annandale Capital
Texas
$803K
NRC
2719
New Republic Capital
North Carolina
$803K +$40.1K +154 +5%
MCC
2720
Money Concepts Capital
Florida
$801K -$28.1K -108 -3%
OFG
2721
Omega Financial Group
California
$801K +$5.21K +20 +0.7%
AA
2722
Advisory Alpha
Michigan
$795K +$260K +1,000 +49%
FA
2723
Faithward Advisors
Pennsylvania
$794K +$139K +505 +21%
HA
2724
Hamel Associates
New Jersey
$794K
MAG
2725
MRA Advisory Group
New Jersey
$793K +$355K +1,365 +81%