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 %
BWA
3201
Beam Wealth Advisors
Louisiana
$364K -$260 -1 -0.1%
FFAM
3202
Forge First Asset Management
Canada
$364K -$5.72M -21,970 -94%
WW
3203
Westshore Wealth
California
$364K -$12.5K -48 -3%
EWA
3204
ERTS Wealth Advisors
Michigan
$364K -$4.69K -18 -1%
VWM
3205
Valley Wealth Managers
New Jersey
$363K +$41.7K +160 +13%
CWA
3206
Clarus Wealth Advisors
Arizona
$362K +$362K +1,351 New
OLVIG
3207
Oliver Lagore Vanvalin Investment Group
Michigan
$362K +$11.2K +43 +3%
MWM
3208
Merriman Wealth Management
Washington
$361K +$34.9K +134 +11%
C
3209
Covestor
United Kingdom
$361K +$42.2K +162 +13%
BG
3210
Benedetti & Gucer
Georgia
$360K
ELM
3211
Elite Life Management
Florida
$359K +$359K +1,381 New
III
3212
Independent Investors Inc
New York
$359K
DWG
3213
Darden Wealth Group
Michigan
$359K +$359K +1,380 New
KLCM
3214
KG&L Capital Management
Louisiana
$359K -$375K -1,440 -51%
FC
3215
Fusion Capital
South Carolina
$358K +$260 +1 +0.1%
OHIS
3216
Oak Harvest Investment Services
Texas
$357K +$21.1K +81 +6%
HI
3217
Humankind Investments
New York
$356K -$20.6K -79 -5%
WCAMG
3218
Woodard & Company Asset Management Group
North Carolina
$356K +$3.12K +12 +0.9%
DA
3219
DSC Advisors
Illinois
$356K +$22.7K +87 +7%
DWM
3220
Defined Wealth Management
Oregon
$356K +$5.47K +21 +2%
MBI
3221
May Barnhard Investments
Maryland
$355K +$355K +1,365 New
AA
3222
AJ Advisors
Tennessee
$354K +$47.4K +182 +15%
SICM
3223
Sustainable Insight Capital Management
New York
$354K -$52.1K -200 -13%
WFA
3224
WestHill Financial Advisors
California
$353K -$3.38K -13 -1%
GWM
3225
Greenwich Wealth Management
Connecticut
$352K -$10.4K -40 -3%