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 %
GC
2826
Guardian Capital
Ontario, Canada
$662K -$139K -532 -17%
PWA
2827
Primoris Wealth Advisors
Florida
$662K
XS
2828
XR Securities
Illinois
$662K +$356K +1,369 +117%
BWM
2829
BlackDiamond Wealth Management
New York
$661K +$79.6K +289 +14%
GP
2830
Geneva Partners
Wisconsin
$661K +$78.6K +302 +14%
IIC
2831
Integrated Investment Consultants
Michigan
$659K +$1.82K +7 +0.3%
VEA
2832
Virtus ETF Advisers
New York
$657K -$156K -599 -19%
CRIG
2833
Charter Research & Investment Group
Connecticut
$656K
CIEP
2834
Constellation Investimentos e Participacoes
Brazil
$656K -$34.6K -133 -5%
KFSC
2835
Keystone Financial Services (Colorado)
Colorado
$654K +$11.7K +45 +2%
CNFG
2836
Creegan & Nassoura Financial Group
New Hampshire
$653K
MAM
2837
Marotta Asset Management
Virginia
$652K -$96.3K -370 -13%
AG
2838
Artal Group
Luxembourg
$651K -$1.3M -5,000 -67%
FFG
2839
Frisch Financial Group
New York
$651K +$23.2K +89 +4%
MWA
2840
Moser Wealth Advisors
Washington
$651K
LFA
2841
Laraway Financial Advisors
Minnesota
$651K
AT
2842
Arvest Trust
Oklahoma
$651K +$187K +717 +40%
HWM
2843
Hemington Wealth Management
Virginia
$650K +$85.1K +327 +15%
OWM
2844
OneAscent Wealth Management
Alabama
$649K -$3.39K -13 -0.5%
EAM
2845
Evanson Asset Management
California
$646K -$192K -736 -23%
MAM
2846
Meeder Asset Management
Ohio
$644K -$17.4K -67 -3%
RPCA
2847
Running Point Capital Advisors
California
$643K -$2.08K -8 -0.3%
SCM
2848
Steele Capital Management
Iowa
$640K +$640K +2,458 New
CWM
2849
Cedar Wealth Management
California
$639K -$2.34K -9 -0.4%
JE
2850
JMAC Enterprises
Pennsylvania
$638K +$68.7K +264 +12%