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 %
DPI
2801
Diversified Portfolios Inc
Michigan
$697K -$2.34K -9 -0.3%
PWM
2802
Proathlete Wealth Management
Florida
$696K +$696K +2,672 New
SPWM
2803
Spartan Planning & Wealth Management
North Carolina
$685K +$328K +1,259 +92%
GCA
2804
Guardian Capital Advisors
Ontario, Canada
$684K
PVM
2805
Palogic Value Management
Texas
$681K
SWM
2806
Shelton Wealth Management
Texas
$681K +$280K +1,077 +70%
SRL
2807
Scientech Research LLC
New Jersey
$679K +$679K +2,607 New
WFM
2808
Wolff Financial Management
Michigan
$678K
LRIA
2809
Leonard Rickey Investment Advisors
Washington
$677K +$8.85K +34 +1%
FAM
2810
Formidable Asset Management
Ohio
$677K -$3.91K -15 -0.6%
NG
2811
Northstar Group
New York
$676K
PA
2812
Parkside Advisors
California
$675K
AWM
2813
Act Wealth Management
Texas
$674K +$260 +1 +0%
JWM
2814
JFG Wealth Management
Colorado
$673K +$176K +677 +35%
PE
2815
Point72 Europe
United Kingdom
$672K +$672K +2,583 New
CPL
2816
CAP Partners LLC
Tennessee
$671K +$671K +2,579 New
BFC
2817
Bedel Financial Consulting
Indiana
$670K +$6.77K +26 +1%
WFMPM
2818
Woodley Farra Manion Portfolio Management
Indiana
$670K -$53.9K -207 -7%
CCMT
2819
CMT Capital Markets Trading
Germany
$670K -$6.33M -24,326 -90%
FCA
2820
FinTrust Capital Advisors
South Carolina
$669K +$69.3K +266 +12%
TCG
2821
Transcendent Capital Group
Oklahoma
$668K +$668K +2,565 New
GC
2822
Garde Capital
Washington
$667K +$12.2K +47 +2%
DSN
2823
D. Scott Neal
Kentucky
$664K -$6.51K -25 -1%
CAG
2824
Curtis Advisory Group
California
$664K
AFA
2825
Arlington Financial Advisors
California
$663K