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 %
WA
3476
Wealthstream Advisors
New York
$230K -$15.6K -60 -6%
MWA
3477
Motive Wealth Advisors
Michigan
$230K -$82.8K -318 -26%
ST
3478
Sentinel Trust
Texas
$230K -$4.43K -17 -2%
SP
3479
SWS Partners
Ohio
$230K +$521 +2 +0.2%
RIA
3480
RPG Investment Advisory
California
$229K +$229K +880 New
IFAM
3481
Institutional & Family Asset Management
Colorado
$228K -$2.86K -11 -1%
TA
3482
Townsend & Associates
Colorado
$228K -$153K -562 -40%
AF
3483
Affiance Financial
Minnesota
$228K -$1.04K -4 -0.5%
PWM
3484
Prosperity Wealth Management
California
$228K -$27.3K -105 -11%
MCM
3485
Maple Capital Management
Vermont
$227K +$227K +873 New
AWM
3486
Abound Wealth Management
Tennessee
$227K +$11.2K +43 +5%
VNA
3487
Valley National Advisers
Pennsylvania
$227K +$14.8K +57 +7%
GA
3488
GSG Advisors
New Jersey
$226K +$226K +876 New
ML
3489
Mayport LLC
Massachusetts
$226K +$226K +867 New
FMP
3490
Financial Management Professionals
Texas
$224K -$2.08K -8 -0.9%
MCM
3491
Mattern Capital Management
Colorado
$224K +$224K +859 New
CFA
3492
Capstone Financial Advisors
Illinois
$224K +$224K +859 New
IAG
3493
Investment Advisory Group
Massachusetts
$223K +$223K +858 New
WQ
3494
Wealth Quarterback
New Jersey
$223K +$223K +856 New
FWM
3495
Focused Wealth Management
New York
$223K +$5.21K +20 +2%
CCP
3496
Clarity Capital Partners
California
$222K +$222K +854 New
MWM
3497
MinichMacGregor Wealth Management
New York
$222K +$222K +854 New
DLCIG
3498
D.L. Carlson Investment Group
New Hampshire
$221K +$221K +788 New
MS
3499
Mizuho Securities
Japan
$221K -$216K -830 -49%
JWS
3500
Juncture Wealth Strategies
Arizona
$221K +$221K +850 New