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 %
PA
3251
Prism Advisors
California
$339K +$78.1K +300 +30%
CWA
3252
Consilio Wealth Advisors
Washington
$338K +$59.1K +227 +21%
GWP
3253
Gateway Wealth Partners
Wisconsin
$336K -$452K -1,734 -57%
IF
3254
Integrity Financial
Wyoming
$336K -$260K -999 -44%
LCGC
3255
Legacy Capital Group California
California
$336K +$60.9K +234 +22%
RCG
3256
Resource Consulting Group
Florida
$335K +$335K +1,287 New
PBO
3257
Peoples Bank (Ohio)
Ohio
$335K -$13.5K -52 -4%
CIA
3258
Caerus Investment Advisors
Texas
$334K -$1.56K -6 -0.5%
DP
3259
Divergent Planning
Maryland
$334K
LC
3260
LCNB Corp
Ohio
$334K -$4.17K -16 -1%
TC
3261
Trilogy Capital
California
$333K +$4.42K +17 +1%
SFC
3262
Swisher Financial Concepts
Ohio
$333K +$333K +1,258 New
JWM
3263
JPL Wealth Management
Colorado
$333K +$333K +1,278 New
OC
3264
Oarsman Capital
Wisconsin
$333K +$33.3K +128 +11%
KA
3265
Kure Advisory
Minnesota
$332K -$30.2K -116 -8%
MFG
3266
Mendota Financial Group
Wisconsin
$332K +$262K +1,006 +373%
SFG
3267
Socha Financial Group
New York
$331K +$521 +2 +0.2%
BFPW
3268
BOK Financial Private Wealth
Colorado
$330K +$131K +502 +66%
TPW
3269
Tiller Private Wealth
Pennsylvania
$330K -$20.8K -80 -6%
SR
3270
Syntax Research
Florida
$329K -$8.85K -34 -3%
FWP
3271
Falcon Wealth Planning
California
$329K +$50K +192 +18%
OPOWM
3272
One Plus One Wealth Management
Florida
$328K -$26K -100 -7%
PCA
3273
Prosperity Capital Advisors
Ohio
$328K +$14.8K +57 +5%
FWM
3274
FFT Wealth Management
Pennsylvania
$328K +$79.9K +307 +32%
FCMC
3275
Founders Capital Management (Connecticut)
Connecticut
$326K