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 %
PCWA
2776
Pacific Capital Wealth Advisors
California
$732K
FCA
2777
FLC Capital Advisors
California
$732K +$123K +474 +20%
HTIM
2778
Harbour Trust & Investment Management
Indiana
$732K +$732K +2,810 New
ACP
2779
Aveo Capital Partners
Colorado
$730K +$61.2K +235 +9%
BOPW
2780
Brandywine Oak Private Wealth
Pennsylvania
$728K +$8.59K +33 +1%
KCM
2781
Kanawha Capital Management
Virginia
$727K -$15.4K -59 -2%
CPA
2782
Court Place Advisors
Maryland
$724K
ERWM
2783
Elk River Wealth Management
Colorado
$724K -$105K -403 -13%
RWI
2784
Red Wave Investments
Pennsylvania
$723K +$2.34K +9 +0.3%
SWA
2785
SOA Wealth Advisors
New York
$722K -$33.1K -127 -4%
IP
2786
Ignite Planners
California
$719K -$1.06M -4,085 -60%
WCM
2787
Wedge Capital Management
North Carolina
$719K
ACM
2788
Avalon Capital Management
California
$719K +$216K +830 +43%
HC
2789
Hamilton Capital
Ohio
$716K +$3.65K +14 +0.5%
OPWM
2790
Oakwell Private Wealth Management
Texas
$716K +$91.6K +352 +15%
NWA
2791
New World Advisors
Massachusetts
$714K +$29.9K +115 +4%
CAM
2792
Campion Asset Management
Virginia
$711K +$10.4K +40 +1%
CIP
2793
Convergence Investment Partners
Florida
$709K -$249K -958 -26%
BWA
2794
BlueChip Wealth Advisors
Georgia
$704K +$704K +2,704 New
BWM
2795
Blossom Wealth Management
California
$703K +$40.9K +157 +6%
MSG
2796
Main Street Group
Virginia
$701K +$701K +2,693 New
TFIPS
2797
Towarzystwo Funduszy Inwestycyjnych PZU SA
$701K +$701K +2,693 New
CT
2798
ClearAlpha Technologies
Connecticut
$699K +$699K +2,686 New
PC
2799
Permit Capital
Pennsylvania
$699K +$107K +410 +18%
FA
2800
Fiduciary Alliance
South Carolina
$698K -$60.1K -231 -8%