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 %
CCM
3376
Crabel Capital Management
California
$268K -$357K -1,373 -57%
NAG
3377
Northstar Advisory Group
New Jersey
$267K +$260 +1 +0.1%
GAA
3378
Green Alpha Advisors
Colorado
$267K
BMA
3379
Brooks Moore & Associates
Tennessee
$266K
DFCM
3380
Dark Forest Capital Management
Puerto Rico
$266K -$83.8K -322 -24%
EM
3381
ELCO Management
New York
$266K
HGWM
3382
Horst & Graben Wealth Management
Oregon
$265K
CMBA
3383
C.M. Bidwell & Associates
Hawaii
$265K +$1.82K +7 +0.7%
FWM
3384
FMFE Wealth Management
New York
$264K +$264K +1,015 New
CFIM
3385
Client First Investment Management
Wisconsin
$264K +$264K +1,015 New
NCM
3386
Next Capital Management
New York
$263K +$263K +1,008 New
EFG
3387
Ehrlich Financial Group
California
$262K +$262K +1,007 New
FWM
3388
Forza Wealth Management
Florida
$262K -$599K -2,300 -70%
IWM
3389
Iams Wealth Management
Nebraska
$262K +$262K +1,006 New
CW
3390
Cook Wealth
North Carolina
$261K
MCI
3391
MRP Capital Investments
Georgia
$260K -$82.5K -317 -24%
MIM
3392
Merrion Investment Management
New Jersey
$260K
AI
3393
ArchPoint Investors
Florida
$260K
BWM
3394
BigSur Wealth Management
Florida
$260K
VCAM
3395
Van Cleef Asset Management
Ohio
$260K +$5.21K +20 +2%
APW
3396
Aurora Private Wealth
New Jersey
$260K +$260K +998 New
GCA
3397
Greenwood Capital Associates
South Carolina
$260K +$18.5K +71 +8%
AW
3398
Apricus Wealth
South Carolina
$259K +$7.55K +29 +3%
VW
3399
Vance Wealth
California
$259K
RP
3400
Rowlandmiller & Partners
Georgia
$259K