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 %
Capstone Investment Advisors
2876
Capstone Investment Advisors
New York
$618K -$6.14M -23,587 -91%
PCMF
2877
Private Capital Management (Florida)
Florida
$617K
TRIA
2878
Trail Ridge Investment Advisors
Colorado
$617K -$24K -92 -4%
RWM
2879
Revisor Wealth Management
Ohio
$616K -$437K -1,680 -42%
RW
2880
Rede Wealth
Virginia
$616K
MSCM
2881
McElhenny Sheffield Capital Management
Texas
$614K -$41.4K -159 -6%
TWP
2882
Tower Wealth Partners
Pennsylvania
$614K -$28.9K -111 -4%
TC
2883
TAGStone Capital
North Carolina
$613K +$1.04K +4 +0.2%
CWS
2884
Cypress Wealth Services
California
$613K +$14.8K +57 +2%
WAM
2885
Winslow Asset Management
Ohio
$612K
AWAG
2886
ARS Wealth Advisors Group
Florida
$607K +$29.7K +114 +5%
PHWM
2887
Pine Harbor Wealth Management
Maryland
$604K +$604K +2,319 New
TCM
2888
Tandem Capital Management
New Jersey
$601K -$3.91K -15 -0.6%
BAM
2889
Bellevue Asset Management
Washington
$600K -$9.38K -36 -2%
SWM
2890
Silverlake Wealth Management
Vermont
$599K +$35.9K +138 +6%
MFWP
2891
Mosaic Family Wealth Partners
Missouri
$598K +$217K +834 +57%
BCM
2892
BluePath Capital Management
Georgia
$598K +$81.5K +308 +16%
FPB
2893
First PREMIER Bank
South Dakota
$596K +$22.4K +86 +4%
RA
2894
Ruggaard & Associates
Ohio
$595K +$8.07K +31 +1%
GCM
2895
Gator Capital Management
Florida
$595K
MAM
2896
Milestone Asset Management
Pennsylvania
$592K +$13.8K +53 +2%
SOW
2897
State of Wyoming
Wyoming
$591K +$40.1K +154 +7%
Financial Engines Advisors
2898
Financial Engines Advisors
California
$591K +$136K +523 +30%
SPC
2899
Stewart & Patten Company
California
$591K -$130K -500 -18%
BBW
2900
Blue Barn Wealth
Utah
$591K +$92.7K +356 +19%