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 %
FSA
3126
Financial Security Advisor
Virginia
$419K +$15.6K +60 +4%
FWM
3127
Fiat Wealth Management
Minnesota
$419K +$419K +1,608 New
HPM
3128
Hoxton Planning & Management
West Virginia
$417K +$18.5K +71 +5%
SSW
3129
Smith Shellnut Wilson
Mississippi
$417K
SC
3130
Shay Capital
New York
$417K +$417K +1,600 New
ACM
3131
Andina Capital Management
Utah
$416K +$416K +1,596 New
CAGAS
3132
Capital Advisory Group Advisory Services
Minnesota
$414K +$10.7K +41 +3%
GSAM
3133
Grant Street Asset Management
Pennsylvania
$414K -$17.4K -67 -4%
SCA
3134
Sippican Capital Advisors
Massachusetts
$413K
WAOI
3135
Wealth Advisors of Iowa
Iowa
$413K -$307K -1,178 -43%
BWM
3136
BCS Wealth Management
Tennessee
$413K
WA
3137
WESPAC Advisors
California
$413K
CFG
3138
Carr Financial Group
Massachusetts
$412K +$5.21K +20 +1%
LFG
3139
Lockerman Financial Group
California
$412K -$260 -1 -0.1%
AHL
3140
Abel Hall LLC
Louisiana
$411K +$411K +1,579 New
SIC
3141
Sigma Investment Counselors
Michigan
$410K -$7.55K -29 -2%
FCG
3142
Financial Connections Group
California
$406K
BC
3143
Brio Consultants
California
$405K +$114K +437 +39%
MWPCG
3144
Measured Wealth Private Client Group
New Hampshire
$405K
LL
3145
LWMG LLC
Minnesota
$403K +$21.3K +82 +6%
HWA
3146
HHM Wealth Advisors
Tennessee
$403K +$23.4K +90 +6%
VDI
3147
Vaughan David Investments
Illinois
$403K +$12K +46 +3%
V
3148
VeraBank
Texas
$401K +$13K +50 +3%
EW
3149
Element Wealth
Mississippi
$401K -$34.6K -133 -8%
CGA
3150
Crescent Grove Advisors
Illinois
$400K +$76.3K +293 +24%