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 %
FBT
2726
First Bank & Trust
South Dakota
$792K +$97.4K +374 +14%
MCM
2727
Morton Capital Management
California
$791K +$33.3K +128 +4%
LI
2728
LVZ Inc
Michigan
$788K +$25K +96 +3%
RP
2729
Riverwater Partners
Wisconsin
$787K -$1.56K -6 -0.2%
KC
2730
Knuff & Co
California
$784K
JSW
2731
Journey Strategic Wealth
New Jersey
$782K +$106K +408 +16%
VCM
2732
Versant Capital Management
Arizona
$781K -$10.7K -41 -1%
NPT
2733
Nixon Peabody Trust
Massachusetts
$779K +$217K +832 +38%
CFSG
2734
Clark Financial Services Group
Missouri
$779K -$1.04K -4 -0.1%
3IP
2735
3Chopt Investment Partners
Virginia
$779K +$779K +2,992 New
RCM
2736
Requisite Capital Management
Texas
$779K +$1.04K +4 +0.1%
NFA
2737
Northwest Financial Advisors
Virginia
$779K +$779K +2,991 New
WPA
2738
West Paces Advisors
Georgia
$776K +$25.3K +97 +3%
LAS
2739
LWM Advisory Services
Florida
$776K +$18.2K +70 +2%
BCG
2740
Breakwater Capital Group
New Jersey
$773K +$72.7K +268 +10%
VV
2741
Verity & Verity
South Carolina
$771K +$17.2K +66 +2%
BWM
2742
Baron Wealth Management
Michigan
$770K +$7.81K +30 +1%
RLIM
2743
Red Lighthouse Investment Management
New York
$769K +$3.65K +14 +0.5%
TPW
2744
Transatlantique Private Wealth
New York
$769K +$7.29K +28 +1%
PCMC
2745
Planning Capital Management Corporation
Pennsylvania
$769K +$769K +2,952 New
IAP
2746
Indie Asset Partners
Indiana
$767K -$5.21K -20 -0.7%
LIA
2747
LBMC Investment Advisors
Tennessee
$762K
NA
2748
Navellier & Associates
Nevada
$761K +$761K +2,923 New
MWP
2749
Madison Wealth Partners
Wisconsin
$760K +$521 +2 +0.1%
TFA
2750
Tranquilli Financial Advisor
New Jersey
$759K +$8.07K +31 +1%