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 %
LC
3501
Landaas & Company
Wisconsin
$221K -$25.3K -97 -10%
NMG
3502
New Millennium Group
Utah
$221K +$260 +1 +0.1%
PL
3503
Parthenon LLC
Kentucky
$221K +$221K +847 New
BA
3504
Bellwether Advisors
Nebraska
$219K -$1.59M -6,100 -88%
KWM
3505
KFG Wealth Management
Indiana
$218K -$15.6K -60 -7%
SKK
3506
Shepherd Kaplan Krochuk
Massachusetts
$218K +$218K +836 New
GWM
3507
Gitterman Wealth Management
New Jersey
$217K +$217K +834 New
NMM
3508
Naples Money Management
Florida
$217K +$217K +834 New
SPWM
3509
Schrum Private Wealth Management
Florida
$217K -$1.74M -6,677 -89%
TW
3510
Towerpoint Wealth
California
$216K +$216K +831 New
FWM
3511
FSA Wealth Management
Massachusetts
$216K -$33.4K -128 -13%
HI
3512
Harrington Investments
California
$216K +$216K +829 New
TI
3513
TTP Investments
California
$216K +$216K +828 New
MWA
3514
Muirfield Wealth Advisors
North Carolina
$215K +$215K +827 New
SJGA
3515
Stephen J. Garry & Associates
New York
$215K +$215K +825 New
HAS
3516
Holland Advisory Services
Florida
$215K +$215K +824 New
PWA
3517
Providence Wealth Advisors
Illinois
$214K +$214K +2,751 New
TAM
3518
TCP Asset Management
Ohio
$214K +$214K +821 New
VCM
3519
Verde Capital Management
Michigan
$213K -$82.2K -316 -28%
MSWM
3520
McGlone Suttner Wealth Management
Wisconsin
$213K +$213K +818 New
SIG
3521
Spinnaker Investment Group
California
$213K +$213K +817 New
BBWA
3522
Bell & Brown Wealth Advisors
California
$212K +$212K +814 New
AF
3523
Apollon Financial
South Carolina
$211K +$211K +811 New
CI
3524
Chartist Inc
California
$211K +$211K +810 New
CMI
3525
Clare Market Investments
Texas
$211K -$44.3K -170 -17%