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 %
RB
3326
Rodgers Brothers
Pennsylvania
$295K
EFG
3327
Embree Financial Group
Illinois
$295K +$295K +1,132 New
PSF
3328
Pacific Sun Financial
California
$294K
RIP
3329
RAM Investment Partners
Washington
$294K +$16.7K +64 +6%
SFC
3330
SYM Financial Corp
Indiana
$292K +$292K +1,123 New
TF
3331
Tompkins Financial
New York
$291K +$45.6K +175 +19%
WIA
3332
Wetzel Investment Advisors
Indiana
$290K +$290K +1,113 New
SA
3333
Skyline Advisors
Washington
$289K +$289K +1,109 New
WB
3334
West Bancorporation
Iowa
$287K -$4.95K -19 -2%
KCFA
3335
Key Client Fiduciary Advisors
New Jersey
$287K -$4.43K -17 -2%
BDF
3336
Black Diamond Financial
Maryland
$286K -$10.4K -40 -4%
AFM
3337
Armstrong Fleming & Moore
District of Columbia
$286K +$260 +1 +0.1%
NIM
3338
Nexus Investment Management
Ontario, Canada
$286K
AIA
3339
AIMZ Investment Advisors
California
$285K
PMG
3340
Private Management Group
California
$284K +$2.86K +11 +1%
WWM
3341
Wagner Wealth Management
South Carolina
$284K
MHIC
3342
Marble Harbor Investment Counsel
Massachusetts
$282K
LF
3343
LifeSteps Financial
California
$282K -$10.4K -40 -4%
AWS
3344
Arkfeld Wealth Strategies
Nebraska
$281K
SAW
3345
Signal Advisors Wealth
Michigan
$281K +$281K +1,079 New
NC
3346
NovaPoint Capital
Georgia
$279K +$5.73K +22 +2%
IWM
3347
Integris Wealth Management
California
$279K -$5.21K -20 -2%
NCM
3348
Neumann Capital Management
California
$279K
HS
3349
Horan Securities
United States
$277K +$27.9K +107 +11%
SFG
3350
Seamount Financial Group
Colorado
$276K +$276K +1,060 New