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 %
OCM
3226
Orser Capital Management
Texas
$352K
MSA
3227
McAlister Sweet & Associates
Texas
$351K -$75.5K -290 -18%
KA
3228
Kercheville Advisors
Texas
$351K
GJIA
3229
Glass Jacobson Investment Advisors
Maryland
$351K +$42.4K +163 +14%
SRC
3230
Shufro Rose & Co
New York
$351K
HBWM
3231
Hollow Brook Wealth Management
New York
$350K
NC
3232
Napatree Capital
Rhode Island
$350K +$350K +1,345 New
EWS
3233
Evergreen Wealth Solutions
Pennsylvania
$349K -$4.69K -18 -1%
AFS
3234
Annapolis Financial Services
Maryland
$349K -$5.21K -20 -1%
AIIMS
3235
Analyst IMS Investment Management Services
Israel
$349K
TPWA
3236
Twin Peaks Wealth Advisors
California
$349K +$349K +1,339 New
KFC
3237
Klingenstein Fields & Co
New York
$347K
FC
3238
Financial Council
Maryland
$347K
FA
3239
Fortis Advisors
Pennsylvania
$346K +$10.4K +40 +3%
NJIM
3240
Nabity-Jensen Investment Management
Nebraska
$345K +$345K +1,325 New
GC
3241
Gibson Capital
Pennsylvania
$344K +$35.7K +137 +12%
AAM
3242
Austin Asset Management
Texas
$344K -$34.1K -131 -9%
TFF
3243
The Family Firm
Maryland
$343K +$521 +2 +0.2%
WWP
3244
Waypoint Wealth Partners
California
$343K +$343K +1,316 New
MWC
3245
MBM Wealth Consultants
Missouri
$341K -$31.5K -115 -8%
KFA
3246
Kelleher Financial Advisors
New York
$341K
CC
3247
Callan Capital
California
$341K +$7.81K +30 +2%
GWM
3248
GSB Wealth Management
Connecticut
$340K -$8.07K -31 -2%
EMFAT
3249
Emerald Mutual Fund Advisers Trust
Pennsylvania
$340K +$28.1K +108 +9%
PFM
3250
Phillips Financial Management
Indiana
$340K +$29.9K +115 +10%