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 %
SFG
2976
SNS Financial Group
Minnesota
$526K +$60.9K +234 +13%
SLG
2977
Stanley-Laman Group
Pennsylvania
$524K +$524K +4,532 New
BWM
2978
Baystate Wealth Management
Massachusetts
$524K +$21.4K +82 +4%
C
2979
CEDRUS
Colorado
$523K +$47.9K +184 +10%
SPWG
2980
Sage Private Wealth Group
Illinois
$523K +$98.2K +377 +23%
WC
2981
Westhampton Capital
North Carolina
$522K -$6.51K -25 -1%
CSWM
2982
Cassady Schiller Wealth Management
Ohio
$522K
LWANC
2983
Laurel Wealth Advisors (North Carolina)
North Carolina
$521K -$50.8K -195 -9%
SI
2984
Saxon Interests
Texas
$519K +$519K +1,992 New
WSWA
2985
Warren Street Wealth Advisors
California
$517K +$80.4K +309 +18%
PA
2986
PFW Advisors
Georgia
$515K -$51.8K -199 -9%
AA
2987
Alesco Advisors
New York
$515K
PSCM
2988
Per Stirling Capital Management
Texas
$514K +$260 +1 +0.1%
HFP
2989
Holistic Financial Partners
Indiana
$514K +$10.2K +39 +2%
HZ
2990
Hixon Zuercher
Ohio
$513K +$79.7K +306 +18%
SCA
2991
Sandy Cove Advisors
Massachusetts
$513K +$79.1K +304 +18%
BCM
2992
Bourgeon Capital Management
Connecticut
$513K +$463K +1,780 +937%
ETIA
2993
Epic Trust Investment Advisors
Washington
$513K -$50.3K -193 -9%
PIAS
2994
PCA Investment Advisory Services
Ohio
$512K +$521 +2 +0.1%
LCM
2995
LVM Capital Management
Michigan
$512K
AO
2996
Allen Operations
New York
$512K
DB
2997
Dravo Bay
Delaware
$511K +$5.21K +20 +1%
CIG
2998
Cairn Investment Group
Washington
$511K +$13K +50 +3%
KFI
2999
Key Financial Inc
Pennsylvania
$511K
WOC
3000
West Oak Capital
California
$510K