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 %
MWM
3276
Mascoma Wealth Management
New Hampshire
$326K
SN
3277
Sittner & Nelson
Oregon
$325K
FP
3278
Financial Perspectives
Minnesota
$325K +$1.04K +4 +0.3%
PFA
3279
Pathway Financial Advisors
Vermont
$323K -$13.5K -52 -4%
BRA
3280
Biechele Royce Advisors
Indiana
$322K -$69K -265 -18%
AR
3281
Apeiron RIA
Texas
$322K +$42.5K +163 +15%
CHA
3282
Cooper/Haims Advisors
New York
$320K
GCM
3283
Goldstream Capital Management
Hong Kong
$320K -$337K -1,294 -51%
WA
3284
Waterford Advisors
New York
$320K
WCFA
3285
Walkner Condon Financial Advisors
Wisconsin
$320K +$53.4K +205 +20%
CB
3286
Centennial Bank
Arkansas
$320K +$11.2K +43 +4%
JGIA
3287
Jackson Grant Investment Advisers
Connecticut
$319K +$260 +1 +0.1%
COCM
3288
Charter Oak Capital Management
New Hampshire
$319K +$24.7K +95 +8%
CWM
3289
Cherrydale Wealth Management
New Jersey
$318K +$25.3K +97 +9%
SWRP
3290
Summit Wealth & Retirement Planning
California
$318K -$10.2K -39 -3%
SIS
3291
Strategic Investment Solutions
Illinois
$317K -$4.51M -17,308 -93%
GA
3292
GoalVest Advisory
New York
$317K +$10.4K +40 +3%
KAM
3293
KEB Asset Management
Illinois
$316K +$521 +2 +0.2%
APG
3294
Abacus Planning Group
South Carolina
$315K +$24.2K +93 +8%
ORC
3295
O'Rourke & Company
Massachusetts
$313K -$20.9K -80 -6%
CWM
3296
C2C Wealth Management
Arizona
$312K -$35.9K -138 -10%
IPW
3297
Invictus Private Wealth
Colorado
$312K -$32K -123 -9%
Dodge & Cox
3298
Dodge & Cox
California
$312K
CMP
3299
Courage Miller Partners
Virginia
$312K
ACC
3300
Acorn Creek Capital
Colorado
$312K +$312K +1,200 New