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 %
JDR
3026
Jay D. Rosenbaum
$485K -$47.4K -182 -9%
JWM
3027
Jeppson Wealth Management
California
$485K -$4.69K -18 -1%
JCIA
3028
Jackson Creek Investment Advisors
Colorado
$483K -$2.08K -8 -0.4%
KPWG
3029
KFA Private Wealth Group
Virginia
$482K +$125K +480 +35%
CHA
3030
Carmichael Hill & Associates
Maryland
$480K +$260 +1 +0.1%
RWPA
3031
Richard W. Paul & Associates
Michigan
$480K -$15.4K -59 -3%
IWS
3032
Insight Wealth Strategies
California
$479K +$5.47K +21 +1%
CCWM
3033
Correct Capital Wealth Management
Missouri
$478K +$478K +1,835 New
IA
3034
Insight Advisors
Pennsylvania
$478K +$35.1K +135 +8%
BIA
3035
Biondo Investment Advisors
Pennsylvania
$476K -$1.82K -7 -0.4%
1CP
3036
17 Capital Partners
Arizona
$476K +$476K +1,830 New
PPW
3037
Parcion Private Wealth
Washington
$476K -$38K -146 -7%
PAG
3038
Paladin Advisory Group
Iowa
$476K
CIS
3039
Custom Index Systems
New York
$475K +$475K +1,823 New
KL
3040
KilterHowling LLC
Colorado
$473K -$1.11K -4 -0.2%
RA
3041
Riversedge Advisors
Delaware
$473K -$81.5K -313 -15%
PIMG
3042
Patriot Investment Management Group
Tennessee
$473K -$92.9K -357 -16%
CWM
3043
Chesapeake Wealth Management
Virginia
$473K -$70.6K -271 -13%
FFWM
3044
Future Financial Wealth Management
Ohio
$473K
PA
3045
Probity Advisors
Texas
$471K -$152K -585 -24%
B
3046
Bridgeworth
Alabama
$470K -$17.4K -67 -4%
C1AG
3047
Client 1st Advisory Group
Florida
$468K +$55.2K +212 +13%
RCM
3048
Raleigh Capital Management
North Carolina
$467K +$69K +265 +17%
MI
3049
Motiv8 Investments
Florida
$465K +$465K +1,788 New
CCG
3050
Coastwise Capital Group
California
$465K +$3.12K +12 +0.7%