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 %
BBA
2926
Braun-Bostich & Associates
Pennsylvania
$574K +$13.5K +52 +2%
VFG
2927
Victory Financial Group
Texas
$573K +$573K +2,202 New
BA
2928
Birinyi Associates
Connecticut
$573K -$13K -50 -2%
SFC
2929
Strategic Financial Concepts
Texas
$573K -$90.9K -349 -14%
Aristotle Capital Management
2930
Aristotle Capital Management
California
$573K
SFG
2931
Sunburst Financial Group
Alabama
$573K +$38.5K +148 +7%
IAG
2932
Investmark Advisory Group
Connecticut
$573K +$4.17K +16 +0.7%
GSIAS
2933
Garden State Investment Advisory Services
New Jersey
$571K +$9.9K +38 +2%
AWA
2934
Amplius Wealth Advisors
Pennsylvania
$570K +$9.11K +35 +2%
YLHM
2935
Yelin Lapidot Holdings Management
Israel
$569K
LC
2936
Lincoln Capital
Nebraska
$569K
MAC
2937
Mason & Associates (California)
California
$569K +$27.6K +106 +5%
NVIM
2938
New Vernon Investment Management
Illinois
$568K
FCA
2939
Fortis Capital Advisors
Kansas
$565K +$2.34K +9 +0.4%
MC
2940
Merlin Capital
Rhode Island
$564K +$2.34K +9 +0.4%
CTFG
2941
Capstone Triton Financial Group
Oklahoma
$563K -$173K -666 -24%
WAM
2942
WFA Asset Management
Wisconsin
$563K +$1.3K +5 +0.2%
ARG
2943
Advisory Resource Group
Oklahoma
$562K
FCM
2944
Fourpath Capital Management
Oklahoma
$562K -$15.6K -60 -3%
CBT
2945
CoreFirst Bank & Trust
Kansas
$561K -$441K -1,693 -44%
QCIG
2946
Quad-Cities Investment Group
Iowa
$560K +$14.4K +55 +3%
TCBWMS
2947
Texas Capital Bank Wealth Management Services
Texas
$560K -$66.1K -254 -11%
RF
2948
Rollins Financial
Georgia
$559K -$25.8K -99 -4%
RFA
2949
Rollins Financial Advisors
New York
$559K +$559K +2,146 New
AAM
2950
Augustine Asset Management
Florida
$558K -$75K -288 -12%