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 %
MA
3051
MKT Advisors
California
$465K -$1.82K -7 -0.4%
FA
3052
Financial Alternatives
California
$464K
EC
3053
EdgeRock Capital
Colorado
$463K +$186K +672 +67%
OTL
3054
Oak Thistle LLC
New York
$462K -$877K -3,370 -65%
EA
3055
Emerald Advisors
Washington
$462K +$6.77K +26 +1%
MAM
3056
Mainsail Asset Management
Alabama
$462K +$462K +1,775 New
WF
3057
Wayfinding Financial
Washington
$462K +$5.2K +20 +1%
LJHT
3058
Laurie J. Hall Trustee
$462K +$100K +385 +28%
SHF
3059
Stage Harbor Financial
Massachusetts
$462K +$462K +1,773 New
WAM
3060
Worth Asset Management
Texas
$461K +$260 +1 +0.1%
RFN
3061
Redwood Financial Network
Ohio
$461K
SIM
3062
Studio Investment Management
Illinois
$460K -$68K -261 -13%
YWM
3063
Yoder Wealth Management
California
$460K +$460K +1,767 New
SIS
3064
Sound Income Strategies
Florida
$458K +$30.5K +117 +7%
CBTWT
3065
Community Bank & Trust (Waco, Texas)
Texas
$458K -$59.1K -227 -11%
JJBC
3066
James J. Burns & Company
New York
$458K +$210K +808 +85%
HCA
3067
Heck Capital Advisors
Wisconsin
$458K -$41.4K -159 -8%
KNW
3068
Kesler Norman & Wride
Utah
$457K +$457K +1,754 New
MHR
3069
Matthew Hamilton Rosenberg
$456K +$16.9K +65 +4%
EWA
3070
Evolution Wealth Advisors
Florida
$456K
DA
3071
Dover Advisors
Virginia
$455K -$50K -192 -10%
SCG
3072
Sonata Capital Group
Washington
$455K
SEIA
3073
Signature Estate & Investment Advisors
California
$454K +$2.61K +10 +0.6%
TFA
3074
Transamerica Financial Advisors
Florida
$452K +$405K +1,556 +864%
W
3075
Wealthquest
Ohio
$451K