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 %
CWA
3176
Canvas Wealth Advisors
Kansas
$384K -$12.4K -47 -3%
YWS
3177
Yarger Wealth Strategies
Ohio
$383K +$32.5K +125 +9%
SIC
3178
Schwartz Investment Counsel
Michigan
$383K
PPW
3179
Presilium Private Wealth
Pennsylvania
$383K
FFG
3180
Fortem Financial Group
California
$383K +$58.9K +226 +18%
NIC
3181
Northwest Investment Counselors
Oregon
$382K +$18K +69 +5%
LWM
3182
LJI Wealth Management
Indiana
$381K -$260 -1 -0.1%
AGC
3183
Aspen Grove Capital
Colorado
$381K +$40.4K +158 +12%
CFFP
3184
Center for Financial Planning
Michigan
$379K
HNWAG
3185
High Net Worth Advisory Group
Florida
$379K
PCA
3186
Peddock Capital Advisors
Massachusetts
$379K -$13K -50 -3%
PWP
3187
Precedent Wealth Partners
Texas
$378K +$378K +1,453 New
MWP
3188
Meridian Wealth Partners
Pennsylvania
$377K +$14.8K +57 +4%
LFGH
3189
Lee Financial Group Hawaii
Hawaii
$376K +$521 +2 +0.1%
FCCM
3190
First City Capital Management
Georgia
$375K +$45.8K +176 +14%
FWP
3191
Firethorn Wealth Partners
Georgia
$374K +$61.2K +235 +20%
SHWM
3192
Smith & Howard Wealth Management
Georgia
$373K
CCMI
3193
Creative Capital Management Investments
California
$371K
IFA
3194
Index Fund Advisors
California
$370K -$208K -800 -36%
DIA
3195
Dean Investment Associates
Ohio
$369K -$11.5K -44 -3%
GHAM
3196
Gilman Hill Asset Management
Connecticut
$368K +$57.8K +222 +19%
GA
3197
Gateway Advisory
New Jersey
$368K +$50.5K +194 +16%
SWM
3198
Solano Wealth Management
California
$366K +$366K +1,405 New
SC
3199
Saturna Capital
Washington
$364K -$28.1K -108 -7%
MIM
3200
Martin Investment Management
Florida
$364K