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 %
A
3601
AJOVista
Massachusetts
$159K +$159K +609 New
BC
3602
Barrett & Company
Rhode Island
$151K -$5.21K -20 -3%
NCM
3603
Northwest Capital Management
Oregon
$150K +$4.42K +17 +3%
PA
3604
PSI Advisors
Florida
$148K +$15.9K +61 +12%
NECFA
3605
New England Capital Financial Advisors
Connecticut
$146K +$260 +1 +0.2%
CPG
3606
Cornerstone Planning Group
New Jersey
$143K +$521 +2 +0.4%
TFM
3607
TFC Financial Management
Massachusetts
$142K +$260 +1 +0.2%
PWMG
3608
Private Wealth Management Group
New Jersey
$142K +$142K +544 New
CYG
3609
Clean Yield Group
Vermont
$141K
IA
3610
IFS Advisors
Kansas
$137K +$2.6K +10 +2%
RS
3611
Rakuten Securities
Japan
$133K +$133K +512 New
AWM
3612
Able Wealth Management
New Jersey
$133K +$133K +509 New
MCM
3613
MidAtlantic Capital Management
Virginia
$132K +$132K +506 New
CPG
3614
Custom Portfolio Group
Colorado
$132K +$132K +506 New
BBPWM
3615
Blue Bell Private Wealth Management
Pennsylvania
$130K +$50.5K +194 +63%
MIM
3616
Meridiem Investment Management
United Kingdom
$130K +$130K +500 New
TLA
3617
Tanglewood Legacy Advisors
Texas
$122K
HWM
3618
HighMark Wealth Management
Minnesota
$121K
LWA
3619
Lowe Wealth Advisors
Maryland
$119K -$2.6K -10 -2%
DCM
3620
Disciplina Capital Management
Tennessee
$119K +$260 +1 +0.2%
TC
3621
Tacita Capital
Ontario, Canada
$116K +$26K +100 +29%
S
3622
Sachetta
Massachusetts
$113K +$113K +432 New
TCM
3623
Tradewinds Capital Management
Washington
$112K
CTWM
3624
Cherry Tree Wealth Management
Minnesota
$112K
ACA
3625
American Capital Advisory
Idaho
$108K +$108K +414 New