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 %
RIS
3401
Retirement Income Solutions
Michigan
$259K
BSAM
3402
Blue Square Asset Management
New York
$259K
MAA
3403
Matrix Asset Advisors
New York
$259K +$2.86K +11 +1%
AIMC
3404
Alley Investment Management Company
Illinois
$258K
SPA
3405
Sherbrooke Park Advisers
New York
$258K -$1M -3,847 -80%
CFO
3406
Callan Family Office
Pennsylvania
$258K +$258K +990 New
YCG
3407
Yeomans Consulting Group
Georgia
$257K +$257K +987 New
GWAG
3408
Garrett Wealth Advisory Group
Texas
$257K -$16.9K -65 -6%
AGM
3409
Alpine Global Management
New York
$256K +$256K +984 New
KWA
3410
Kellett Wealth Advisors
Ohio
$255K
RCM
3411
Regency Capital Management
Hawaii
$255K +$255K +981 New
EWM
3412
Edge Wealth Management
New York
$255K
TIM
3413
Tortoise Investment Management
New York
$254K +$47.9K +184 +23%
KSWWM
3414
Keyes Stange & Wooten Wealth Management
Florida
$254K +$254K +976 New
4WM
3415
4J Wealth Management
Virginia
$254K
AHB
3416
Abner Herrman & Brock
New Jersey
$254K -$3.58M -13,758 -93%
JSAM
3417
J. Safra Asset Management
New York
$254K +$7.81K +30 +3%
CCP
3418
Carmel Capital Partners
California
$252K -$108K -413 -30%
SC
3419
Summa Corp
Texas
$251K +$251K +965 New
PFA
3420
Plotkin Financial Advisors
Maryland
$251K +$13K +50 +5%
VI
3421
Versor Investments
New York
$250K -$22.9K -88 -8%
RCI
3422
RS Crum Inc
California
$250K +$250K +962 New
UWPG
3423
Ullmann Wealth Partners Group
Florida
$250K +$250K +961 New
VCWA
3424
Vanguard Capital Wealth Advisors
Colorado
$250K +$2.34K +9 +0.9%
GWI
3425
Grace & White Inc
New York
$250K