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 %
PWA
3551
Phoenix Wealth Advisors
North Carolina
$205K +$205K +791 New
BWG
3552
Beta Wealth Group
California
$204K +$204K +784 New
JTWM
3553
Jackson Thornton Wealth Management
Alabama
$204K +$204K +784 New
EARNEST Partners
3554
EARNEST Partners
Georgia
$204K
VI
3555
VanderPol Investments
Michigan
$204K +$204K +782 New
EIP
3556
Ellis Investment Partners
Pennsylvania
$203K -$483K -1,853 -70%
WBG
3557
Wharton Business Group
Pennsylvania
$203K +$203K +778 New
TWM
3558
Tanager Wealth Management
United Kingdom
$203K +$203K +779 New
BSHC
3559
Breed's Hill Capital
Massachusetts
$203K +$203K +779 New
CAM
3560
Concorde Asset Management
Michigan
$202K +$202K +768 New
TDC
3561
Thompson Davis & Co
Virginia
$202K -$52.1K -200 -20%
KCM
3562
Kendall Capital Management
Maryland
$202K +$202K +776 New
VR
3563
Valued Retirements
Texas
$202K +$202K +775 New
BCM
3564
Birmingham Capital Management
Alabama
$202K +$202K +775 New
UWM
3565
USAdvisors Wealth Management
Minnesota
$201K +$201K +774 New
KNFPWM
3566
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$201K +$201K +772 New
DW
3567
Durante & Waters
New York
$200K +$200K +770 New
IF
3568
IRON Financial
Illinois
$200K +$200K +769 New
PWM
3569
Power Wealth Management
Georgia
$200K +$200K +769 New
AEPWM
3570
Atlantic Edge Private Wealth Management
Florida
$199K +$199K +764 New
KI
3571
Kapitalo Investimentos
Brazil
$198K -$205K -786 -51%
DI
3572
DAGCO Inc
Ohio
$198K -$18.6M -71,431 -99%
DWS
3573
Dynamic Wealth Strategies
California
$198K +$198K +761 New
TAM
3574
Tucker Asset Management
Colorado
$198K
MIHAS
3575
Maj Invest Holding A/S
Denmark
$195K