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 %
SGCA
2751
Steel Grove Capital Advisors
Tennessee
$759K -$268K -1,029 -26%
ACM
2752
Arcataur Capital Management
Wisconsin
$759K -$1.3K -5 -0.2%
AFG
2753
Allegheny Financial Group
Pennsylvania
$757K +$3.39K +13 +0.4%
WA
2754
Waddell & Associates
Tennessee
$757K -$91.4K -352 -11%
NP
2755
Ninepoint Partners
Ontario, Canada
$755K +$44.8K +172 +6%
HKIMG
2756
Hutchens & Kramer Investment Management Group
Indiana
$754K +$64K +246 +9%
B
2757
Bellecapital
Switzerland
$752K -$7.29K -28 -1%
T
2758
TrueFG
Texas
$750K
CWG
2759
Crown Wealth Group
North Carolina
$749K +$47.7K +183 +7%
KFS
2760
Kaizen Financial Strategies
California
$749K +$781 +3 +0.1%
PHAM
2761
Palisades Hudson Asset Management
Florida
$748K
PAS
2762
Point72 Asia (Singapore)
Singapore
$748K +$748K +2,872 New
MTIC
2763
Missouri Trust & Investment Company
Missouri
$745K -$13K -50 -2%
AFG
2764
ABLE Financial Group
Arizona
$744K +$140K +537 +23%
EFM
2765
E Fund Management
China
$742K +$33.1K +127 +5%
FBC
2766
Fairfield, Bush & Co
Connecticut
$741K -$24.7K -95 -3%
HC
2767
Hoese & Co
Minnesota
$739K -$10.3K -40 -1%
SFG
2768
Summit Financial Group
West Virginia
$738K +$51.5K +198 +8%
DWM
2769
Dogwood Wealth Management
Kansas
$736K +$736K +2,829 New
CAS
2770
Coppell Advisory Solutions
Texas
$736K +$544K +2,088 +282%
SC
2771
Saiph Capital
New Jersey
$736K +$16.7K +64 +2%
IPAM
2772
Investment Partners Asset Management
New Jersey
$735K +$735K +2,822 New
NAMNJ
2773
NorthStar Asset Management (New Jersey)
New Jersey
$734K +$734K +2,819 New
CCFM
2774
Clear Creek Financial Management
Washington
$733K +$91.4K +351 +14%
MIP
2775
Marietta Investment Partners
Wisconsin
$733K +$4.17K +16 +0.6%