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 %
RVPG
3076
Relative Value Partners Group
$451K +$16.1K +62 +4%
BPFA
3077
Barnes Pettey Financial Advisors
Mississippi
$449K +$1.3K +5 +0.3%
TCWM
3078
Total Clarity Wealth Management
Illinois
$449K -$16.1K -62 -3%
USWIA
3079
UP Strategic Wealth Investment Advisors
Pennsylvania
$449K +$449K +1,724 New
AP
3080
Advisors Preferred
Maryland
$448K -$214K -825 -32%
OWA
3081
ORBA Wealth Advisors
Illinois
$447K +$447K +1,716 New
BW
3082
BIP Wealth
Georgia
$446K +$260 +1 +0.1%
NIWA
3083
New Insight Wealth Advisors
California
$445K +$445K +1,711 New
EB
3084
Exchange Bank
California
$444K +$3.39K +13 +0.8%
MKC
3085
M. Kraus & Co
Vermont
$444K
JEST
3086
JTC Employer Solutions Trustee
Jersey
$443K -$95.6K -367 -18%
FCFC
3087
First Citizens Financial Corp
Iowa
$443K
LWM
3088
LongView Wealth Management
Georgia
$442K +$442K +1,679 New
EA
3089
Everpar Advisors
Oklahoma
$442K +$442K +1,698 New
PCS
3090
Private Client Services
Kentucky
$442K +$442K +1,696 New
CPA
3091
Clear Point Advisors
New York
$441K +$441K +1,695 New
FZCM
3092
Flynn Zito Capital Management
New York
$440K +$83.9K +322 +24%
MPW
3093
MGO Private Wealth
California
$440K
TCMP
3094
Thrive Capital Management (Pennsylvania)
Pennsylvania
$440K +$109K +417 +33%
HA
3095
Hofer & Associates
California
$438K +$781 +3 +0.2%
PVAMC
3096
PPS&V Asset Management Consultants
Michigan
$438K -$5.21K -20 -1%
BWA
3097
Burt Wealth Advisors
Maryland
$437K
CICC
3098
Capital Investment Counsel (Colorado)
Colorado
$436K +$436K +1,676 New
AMR
3099
Asset Management Resources
Massachusetts
$435K +$2.86K +11 +0.7%
PCI
3100
Planning Center Inc
Illinois
$435K +$9.11K +35 +2%