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 %
HCM
2951
Hengehold Capital Management
Ohio
$558K -$33.1K -127 -6%
LA
2952
Lane & Associates
New Jersey
$556K +$1.04K +4 +0.2%
ITC
2953
Inspire Trust Company
Nevada
$555K +$555K +2,131 New
AFAS
2954
Acorn Financial Advisory Services
Virginia
$553K +$5.47K +21 +1%
TWP
2955
Tempus Wealth Planning
California
$552K -$2.34K -9 -0.4%
SFA
2956
Source Financial Advisors
New York
$550K +$2.34K +9 +0.4%
CIM
2957
Chiron Investment Management
New York
$550K +$550K +2,111 New
FH
2958
FWG Holdings
Florida
$550K +$46.2K +176 +9%
OPPS
2959
Obsidian Personal Planning Solutions
Maryland
$548K +$84.6K +325 +18%
HIM
2960
Hillsdale Investment Management
Ontario, Canada
$545K -$128K -490 -19%
AIP
2961
ARS Investment Partners
New York
$544K -$99.7K -383 -15%
CFO
2962
Collective Family Office
Pennsylvania
$543K -$3.65K -14 -0.7%
VC
2963
Veery Capital
Delaware
$542K +$5.73K +22 +1%
SAM
2964
Smithbridge Asset Management
Pennsylvania
$541K +$781 +3 +0.1%
DCM
2965
DGS Capital Management
New Jersey
$540K +$88K +338 +19%
TCG
2966
Tremblant Capital Group
Florida
$539K +$84.4K +324 +19%
MMHP
2967
Murphy Middleton Hinkle & Parker
Georgia
$537K
FCIM
2968
Fairview Capital Investment Management
California
$536K
VAG
2969
VisionPoint Advisory Group
Texas
$531K -$103K -394 -16%
SCA
2970
St. Clair Advisors
Ohio
$531K
EIG
2971
Ellenbecker Investment Group
Wisconsin
$531K -$77.3K -297 -13%
SCM
2972
SOL Capital Management
Maryland
$531K
MM
2973
MQS Management
New York
$529K -$462K -1,776 -47%
CA
2974
Crumly & Associates
Illinois
$527K +$160K +616 +44%
CG
2975
Clifford Group
Massachusetts
$526K