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 %
SWM
3101
Seed Wealth Management
Illinois
$433K
DWP
3102
Destiny Wealth Partners
Florida
$433K +$10.4K +40 +2%
EL
3103
EWA LLC
Pennsylvania
$432K +$9.42K +34 +2%
FBFS
3104
First Business Financial Services
Wisconsin
$431K -$753K -2,894 -64%
GHA
3105
Granite Harbor Advisors
Texas
$431K +$15.6K +60 +4%
TWA
3106
Talisman Wealth Advisors
New Jersey
$431K +$13K +50 +3%
SGWM
3107
Sterling Group Wealth Management
California
$430K
TWA
3108
Tandem Wealth Advisors
Arizona
$428K
FDCP
3109
Foster Dykema Cabot & Partners
Massachusetts
$427K +$427K +1,641 New
PS
3110
Planned Solutions
California
$427K +$6.77K +26 +2%
CIM
3111
Contravisory Investment Management
Massachusetts
$426K +$5.73K +22 +1%
Cohen & Steers
3112
Cohen & Steers
New York
$425K
BMWM
3113
Brown Miller Wealth Management
Virginia
$424K +$260 +1 +0.1%
AWM
3114
Aberdeen Wealth Management
Illinois
$424K +$260 +1 +0.1%
WPWM
3115
Western Pacific Wealth Management
Illinois
$424K +$7.81K +30 +2%
MAM
3116
Marquette Asset Management
Minnesota
$424K -$31.5K -121 -7%
AI
3117
AdvisorShares Investments
Maryland
$423K -$4.95K -19 -1%
DWA
3118
Delap Wealth Advisory
Oregon
$423K +$423K +1,625 New
SNBOSD
3119
Security National Bank of So Dak
Iowa
$422K
NRW
3120
Nova R Wealth
Kansas
$422K +$260 +1 +0.1%
FSA
3121
Franklin Street Advisors
North Carolina
$422K
DE
3122
Day & Ennis
Georgia
$422K
SCM
3123
Semanteon Capital Management
Massachusetts
$421K +$421K +1,617 New
TFA
3124
Tobias Financial Advisors
Florida
$420K +$16.1K +62 +4%
LF
3125
Lantz Financial
Illinois
$420K +$14.6K +56 +4%