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 %
AC
3151
Apella Capital
Connecticut
$399K -$30.1K -116 -7%
SNBOSCI
3152
Security National Bank of Sioux City Iowa
Iowa
$399K -$104K -400 -21%
RAM
3153
Roanoke Asset Management
New Jersey
$398K
CPW
3154
Crestmont Private Wealth
Texas
$398K -$22.7K -87 -5%
JCFM
3155
JBR Co Financial Management
Oklahoma
$397K +$397K +1,526 New
UBG
3156
United Bank (Georgia)
Georgia
$397K -$27.6K -106 -7%
KIA
3157
KLR Investment Advisors
Rhode Island
$394K +$42.4K +163 +12%
MIAS
3158
Mason Investment Advisory Services
Virginia
$393K +$1.56K +6 +0.4%
GCM
3159
Gladius Capital Management
Illinois
$392K -$5.89M -22,615 -94%
LWM
3160
Lakeridge Wealth Management
Ohio
$392K +$392K +1,506 New
AMG
3161
Advisors Management Group
Wisconsin
$392K
BFG
3162
Bouchey Financial Group
New York
$392K +$9.64K +37 +3%
BAM
3163
BOCHK Asset Management
Hong Kong
$390K +$390K +1,500 New
MWM
3164
Modern Wealth Management
Kansas
$390K +$390K +1,497 New
HFS
3165
Howard Financial Services
Texas
$390K +$50.8K +195 +15%
SC
3166
Seldon Capital
California
$389K
HP
3167
HT Partners
Connecticut
$388K -$80.7K -310 -17%
PRWA
3168
Platte River Wealth Advisors
Colorado
$388K -$20.3K -78 -5%
WRM
3169
Weybosset Research & Management
Rhode Island
$388K
PAM
3170
Paradigm Asset Management
New York
$388K
VP
3171
Verum Partners
North Carolina
$388K -$4.17K -16 -1%
PCH
3172
PGIM Custom Harvest
New Jersey
$387K -$5.99K -23 -2%
HCC
3173
Hirtle Callaghan & Co
Pennsylvania
$386K +$39.3K +151 +11%
LRWA
3174
Long Run Wealth Advisors
New York
$386K +$386K +1,482 New
CL
3175
CIM LLC
New York
$384K