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 %
NFP
3526
Narus Financial Partners
Utah
$210K +$210K +809 New
WPW
3527
Warther Private Wealth
Ohio
$210K -$380K -1,458 -64%
CAM
3528
Crestone Asset Management
Colorado
$210K -$44K -169 -17%
SDWMA
3529
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K +$209K +804 New
EWP
3530
Elevation Wealth Partners
California
$209K +$39.6K +172 +23%
ACM
3531
Academy Capital Management
Texas
$209K +$209K +803 New
AFO
3532
Arrowroot Family Office
California
$209K +$209K +802 New
AWM
3533
Accel Wealth Management
Iowa
$209K +$209K +801 New
TIM
3534
Total Investment Management
Arizona
$208K +$208K +801 New
WAS
3535
Wealth Advisory Solutions
Indiana
$208K -$273K -1,048 -57%
KWM
3536
Kanen Wealth Management
Florida
$208K +$208K +800 New
AA
3537
AlphaCentric Advisors
Puerto Rico
$208K +$208K +800 New
SM
3538
Salzhauer Michael
$208K +$208K +800 New
SC
3539
Slow Capital
California
$208K +$208K +800 New
MAG
3540
Mayfair Advisory Group
Alabama
$208K +$208K +804 New
LFP
3541
Lakeshore Financial Planning
Michigan
$208K +$208K +799 New
IA
3542
Inspire Advisors
Idaho
$208K -$160K -615 -44%
WFC
3543
Western Financial Corp
California
$207K +$207K +797 New
HHGA
3544
Halbert Hargrove Global Advisors
California
$207K -$216K -830 -51%
RIM
3545
Reliant Investment Management
Tennessee
$206K -$21.3K -82 -9%
FDDB
3546
Fidelity D&D Bancorp
Pennsylvania
$205K +$205K +789 New
BGAI
3547
Bruce G. Allen Investments
Colorado
$205K +$205K +788 New
HCM
3548
HMS Capital Management
Tennessee
$205K +$205K +788 New
USB
3549
Union Savings Bank
Connecticut
$205K +$32.5K +125 +19%
STB
3550
S&T Bank
Pennsylvania
$205K +$205K +789 New