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 %
SAI
2901
Savvy Advisors Inc
New York
$591K +$591K +2,270 New
GSIS
2902
Global Strategic Investment Solutions
Arizona
$590K -$4.43K -17 -0.7%
DA
2903
Drake & Associates
Wisconsin
$590K +$12.8K +49 +2%
CFD
2904
Creative Financial Designs
Indiana
$589K +$55.2K +212 +10%
SWM
2905
Stockman Wealth Management
Montana
$589K -$12K -46 -2%
CG
2906
Clarus Group
Texas
$588K -$53.1K -204 -8%
MPCG
2907
Matrix Private Capital Group
New York
$588K -$2.08K -8 -0.4%
EBA
2908
Eagle Bay Advisors
New York
$587K -$100K -384 -15%
SFWA
2909
Summit Financial Wealth Advisors
Louisiana
$586K
PWA
2910
Physician Wealth Advisors
Utah
$585K +$12.5K +46 +2%
TWM
2911
Trueblood Wealth Management
Ohio
$584K +$584K +2,243 New
NJBEST
2912
New Jersey Better Educational Savings Trust
New Jersey
$583K
TA
2913
TrueWealth Advisors
Alabama
$582K +$126K +484 +28%
CSB
2914
City State Bank
Iowa
$582K -$8.34K -32 -1%
VAF
2915
Values Added Financial
District of Columbia
$581K -$59.6K -229 -9%
SIM
2916
SSI Investment Management
California
$581K -$1.56K -6 -0.3%
SC
2917
Sonen Capital
California
$581K
MAWA
2918
Moss Adams Wealth Advisors
Washington
$580K +$29.9K +115 +5%
JWA
2919
JFS Wealth Advisors
Pennsylvania
$580K +$28.1K +108 +5%
AA
2920
Apriem Advisors
California
$579K -$9.63K -37 -2%
CCP
2921
Cassia Capital Partners
North Carolina
$579K +$28.6K +110 +5%
BBNB
2922
Baker Boyer National Bank
Washington
$576K +$35.7K +137 +7%
LAM
2923
Lewis Asset Management
California
$575K +$575K +2,210 New
APWA
2924
Atlas Private Wealth Advisors
New Jersey
$574K
HPWM
2925
High Pines Wealth Management
Massachusetts
$574K +$86.2K +331 +18%