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 %
MP
3451
McDonald Partners
Ohio
$240K -$5.73K -22 -2%
HFA
3452
Highland Financial Advisors
New Jersey
$240K -$782 -3 -0.3%
PP
3453
PrairieView Partners
Minnesota
$240K
KFS
3454
Kelly Financial Services
Massachusetts
$240K +$2.6K +10 +1%
PWA
3455
Peterson Wealth Advisors
Utah
$239K +$239K +918 New
ACM
3456
Ardent Capital Management
Ohio
$239K
BCMLT
3457
Beacon Capital Management LLC (Tennessee)
Tennessee
$238K -$2.53K -11 -1%
NED
3458
Nancy E. Dempze
$238K
GFA
3459
Gallagher Fiduciary Advisors
Illinois
$238K +$238K +913 New
SWM
3460
Soundmark Wealth Management
Washington
$237K
CSIA
3461
Charles Schwab Investment Advisory
California
$237K +$5.47K +21 +2%
CWM
3462
Chemistry Wealth Management
New York
$236K +$5.99K +23 +3%
BWM
3463
BKM Wealth Management
Wisconsin
$236K +$236K +905 New
FFP
3464
Forbes Financial Planning
Rhode Island
$235K
JWWM
3465
Johnson & White Wealth Management
Pennsylvania
$235K +$235K +904 New
BO
3466
Bank OZK
Arkansas
$235K -$4.43K -17 -2%
PAIM
3467
Punch & Associates Investment Management
Minnesota
$234K
SC
3468
Schulhoff & Co
Ohio
$234K
RWMG
3469
Redwood Wealth Management Group
New Jersey
$234K -$13K -50 -5%
CA
3470
CSM Advisors
Pennsylvania
$233K
IIA
3471
Integral Investment Advisors
California
$232K
FPGK
3472
Financial Partners Group (Kansas)
Kansas
$232K +$11.7K +45 +5%
BHBT
3473
Burke & Herbert Bank & Trust
Virginia
$231K
DLHL
3474
Donald L. Hagan LLC
Florida
$230K +$230K +885 New
FCMT
3475
Founders Capital Management (Texas)
Texas
$230K +$13K +50 +6%