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 %
ASG
3351
Ariston Services Group
California
$276K +$276K +1,060 New
PJWM
3352
Philip James Wealth Mangement
Georgia
$276K +$276K +1,059 New
SWK
3353
Stephen W. Kidder
$275K -$10.4K -40 -4%
TWM
3354
Triton Wealth Management
Arizona
$275K -$3.9K -15 -1%
FIBT
3355
First International Bank & Trust
North Dakota
$275K -$52.1K -200 -16%
CPA
3356
Capital Performance Advisors
California
$274K +$274K +1,052 New
T
3357
TCWP
Ohio
$274K -$2.79M -10,715 -91%
EA
3358
Eclectic Associates
California
$273K +$3.91K +15 +1%
CFGA
3359
Cambridge Financial Group (Arizona)
Arizona
$273K +$273K +1,047 New
VAMG
3360
Voisard Asset Management Group
Michigan
$273K +$273K +1,047 New
VIA
3361
Virtus Investment Advisers
Connecticut
$272K
LAS
3362
Lloyd Advisory Services
Georgia
$272K -$3.46M -13,296 -93%
FNBTCON
3363
First National Bank & Trust Co of Newtown
Pennsylvania
$272K
WCG
3364
Weaver Consulting Group
California
$272K -$7.29K -28 -3%
GWA
3365
Geometric Wealth Advisors
District of Columbia
$272K -$1.3K -5 -0.5%
SFG
3366
Sterling Financial Group
California
$272K +$13K +50 +5%
CIC
3367
Cutler Investment Counsel
Oregon
$272K -$65.1K -250 -19%
RWG
3368
Ratio Wealth Group
Colorado
$272K +$8.59K +33 +3%
BRA
3369
Bender Robert & Associates
California
$271K -$20.3K -78 -7%
SBF
3370
Sara-Bay Financial
Florida
$271K -$4.17K -16 -2%
BIA
3371
Bell Investment Advisors
California
$271K -$260 -1 -0.1%
HWMG
3372
Hurlow Wealth Management Group
Indiana
$271K
WJA
3373
Willis Johnson & Associates
Texas
$270K +$270K +1,036 New
UI
3374
Unconventional Investor
New Hampshire
$269K
TCB
3375
Texas Capital Bancshares
Texas
$268K