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 %
WDL
2851
Well Done LLC
Michigan
$638K +$78.6K +302 +14%
AA
2852
Addison Advisors
Vermont
$637K +$27.3K +105 +4%
GF
2853
Gries Financial
Ohio
$637K -$89K -342 -12%
FCM
2854
Family Capital Management
Michigan
$637K -$24K -92 -4%
HWA
2855
Heartwood Wealth Advisors
Virginia
$636K -$63.3K -243 -9%
RWA
2856
Redhawk Wealth Advisors
Minnesota
$635K -$781 -3 -0.1%
SWM
2857
Salvus Wealth Management
New Jersey
$635K +$2.34K +9 +0.4%
BHIA
2858
Birch Hill Investment Advisors
Massachusetts
$634K +$97.4K +374 +18%
DA
2859
Detalus Advisors
Missouri
$633K -$37.8K -145 -6%
FG
2860
Foster Group
Iowa
$633K
DWA
2861
Dougherty Wealth Advisers
Minnesota
$629K
CWM
2862
Cahaba Wealth Management
Georgia
$627K -$81K -311 -11%
EWP
2863
Engrave Wealth Partners
Texas
$625K +$29.2K +112 +5%
BFS
2864
Burr Financial Services
California
$623K +$623K +2,237 New
LPAM
2865
Lodestar Private Asset Management
California
$622K
ACM
2866
Allred Capital Management
Texas
$622K -$1.3K -5 -0.2%
OFW
2867
Omnia Family Wealth
Florida
$621K +$79.1K +304 +15%
CIAS
2868
CFS Investment Advisory Services
New Jersey
$621K +$63.7K +245 +11%
CCIA
2869
Campbell & Co Investment Adviser
Maryland
$621K -$26.6K -102 -4%
UL
2870
Unionview LLC
Washington
$620K +$24K +92 +4%
CFS
2871
Commonwealth Financial Services
West Virginia
$620K +$6.25K +24 +1%
PWP
2872
Pursue Wealth Partners
California
$620K +$314K +1,205 +103%
GCA
2873
Gradient Capital Advisors
California
$619K
GA
2874
Goldstein Advisors
Wisconsin
$619K -$25.5K -98 -4%
TCM
2875
Towercrest Capital Management
Pennsylvania
$619K +$5.99K +23 +1%