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 %
MSWM
3301
Mowery & Schoenfeld Wealth Management
Illinois
$309K +$309K +1,186 New
AWAP
3302
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$309K -$23.7K -91 -7%
MWM
3303
Mosley Wealth Management
California
$309K +$309K +1,185 New
BBWP
3304
Beacon Bridge Wealth Partners
Pennsylvania
$308K +$521 +2 +0.2%
RG
3305
Richelieu Gestion
France
$307K +$307K +1,178 New
FDS
3306
Freedom Day Solutions
Texas
$306K
AIP
3307
Almanack Investment Partners
Pennsylvania
$305K +$781 +3 +0.3%
AAG
3308
Armstrong Advisory Group
Massachusetts
$304K
MMA
3309
Mizuho Markets Americas
New York
$304K +$304K +1,167 New
CMAI
3310
Capital Management Associates Inc
Minnesota
$303K +$303K +1,162 New
FAN
3311
Financial Advisors Network
California
$302K +$5.73K +22 +2%
HWM
3312
Horizon Wealth Management
Illinois
$302K +$17.7K +68 +6%
OCM
3313
Orleans Capital Management
Louisiana
$301K +$301K +1,155 New
ODG
3314
O'Dell Group
Ohio
$299K +$260 +1 +0.1%
SFCL
3315
Strengthening Families & Communities LLC
Massachusetts
$299K -$1.04K -4 -0.3%
PTC
3316
Petrus Trust Company
Texas
$298K
MLFP
3317
MPS Loria Financial Planners
Illinois
$297K +$1.56K +6 +0.5%
MIM
3318
Marco Investment Management
Georgia
$297K
BDFN
3319
Bond & Devick Financial Network
Minnesota
$297K +$1.56K +6 +0.5%
FWI
3320
Facet Wealth Inc
Maryland
$297K +$297K +1,073 New
EL
3321
Essex LLC
Illinois
$296K
FWM
3322
Fortress Wealth Management
California
$296K +$1.04K +4 +0.4%
WA
3323
WealthTrust Axiom
Pennsylvania
$296K +$296K +1,135 New
HIG
3324
Heritage Investment Group
Florida
$295K
PAG
3325
Powers Advisory Group
Illinois
$295K +$8.33K +32 +3%