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 %
CA
3426
Calton & Associates
Florida
$250K -$793K -3,044 -76%
SCM
3427
Sollinda Capital Management
Florida
$249K +$249K +955 New
MA
3428
MBA Advisors
Pennsylvania
$247K +$247K +950 New
GFG
3429
Goldstone Financial Group
Illinois
$247K -$115K -440 -32%
OGF
3430
Orin Green Financial
California
$247K
GB
3431
Goepper Burkhardt
South Carolina
$247K +$247K +893 New
JF
3432
Joule Financial
Kentucky
$246K
CCA
3433
Cadent Capital Advisors
Oklahoma
$245K -$521 -2 -0.2%
CA
3434
CGN Advisors
Kansas
$244K -$86.4K -332 -26%
IPWA
3435
International Private Wealth Advisors
California
$244K +$244K +936 New
FMI
3436
F/M Investments
District of Columbia
$244K -$27K -110 -10%
OWM
3437
Opes Wealth Management
California
$243K +$243K +935 New
GKIM
3438
GW&K Investment Management
Massachusetts
$243K +$10.4K +40 +4%
FA
3439
FSA Advisors
Michigan
$243K +$243K +933 New
CC
3440
Corton Capital
Ontario, Canada
$243K -$231K -886 -49%
EF
3441
Exeter Financial
Arizona
$242K +$263 +1 +0.1%
LWMG
3442
Levy Wealth Management Group
Pennsylvania
$242K +$260 +1 +0.1%
EPWM
3443
Essex Private Wealth Management
Massachusetts
$242K
LA
3444
Lifeworks Advisors
Michigan
$242K +$15.6K +60 +7%
NA
3445
Nottingham Advisors
New York
$242K +$781 +3 +0.3%
WP
3446
Wealthspan Partners
Iowa
$242K -$1.56K -6 -0.6%
SA
3447
Scarborough Advisors
Maryland
$241K +$11.7K +45 +5%
TMWM
3448
Taylor & Morgan Wealth Management
Michigan
$241K +$260 +1 +0.1%
PF
3449
Parker Financial
Washington
$241K +$10.9K +42 +5%
WC
3450
Wynn Capital
Georgia
$241K +$241K +924 New