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 %
CWA
3001
CM Wealth Advisors
Ohio
$509K
HI
3002
Hudock Inc
Pennsylvania
$509K +$5.21K +20 +1%
VFPI
3003
Vantage Financial Partners (Illinois)
Illinois
$508K -$176K -675 -26%
RWM
3004
RKL Wealth Management
Pennsylvania
$507K +$52.6K +202 +12%
CSPAM
3005
Cary Street Partners Asset Management
Virginia
$507K
SPW
3006
Sonoma Private Wealth
California
$505K -$28.4K -109 -5%
BIP
3007
Blue Investment Partners
California
$504K
BAM
3008
Blueshift Asset Management
New Jersey
$503K +$503K +1,933 New
HP
3009
Holistic Planning
Texas
$503K +$503K +1,931 New
WDG
3010
Wealth Dimensions Group
Ohio
$502K -$92.7K -356 -16%
AC
3011
ASB Consultores
Florida
$502K -$227K -873 -31%
VC
3012
Vicus Capital
Pennsylvania
$498K -$1.12M -4,289 -69%
VCM
3013
Vivaldi Capital Management
Illinois
$498K +$147K +534 +42%
NFG
3014
Nadler Financial Group
Illinois
$495K +$11.5K +44 +2%
MC
3015
Machina Capital
France
$493K +$493K +1,894 New
OIM
3016
Oder Investment Management
California
$493K -$12.2K -47 -2%
EA
3017
Echo45 Advisors
California
$493K +$40.9K +157 +9%
FNWA
3018
Financial Network Wealth Advisors
Utah
$493K +$493K +1,892 New
RTC
3019
Riverview Trust Company
Washington
$491K
GAM
3020
Garrison Asset Management
Arkansas
$490K +$190K +729 +63%
MIG
3021
McGuire Investment Group
Rhode Island
$490K
SWM
3022
StoneCrest Wealth Management
Arizona
$489K +$489K +1,878 New
MCM
3023
Monarch Capital Management
Indiana
$487K -$1.3K -5 -0.3%
VAM
3024
Verity Asset Management
North Carolina
$486K -$2.6K -10 -0.5%
CWC
3025
Carolinas Wealth Consulting
North Carolina
$485K +$19K +73 +4%