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 %
GC
3626
Globeflex Capital
California
$107K
RIM
3627
Rockbridge Investment Management
New York
$106K +$106K +409 New
HB
3628
Horizon Bancorp
Indiana
$104K
CWA
3629
Carolina Wealth Advisors
South Carolina
$104K
GAMC
3630
Garner Asset Management Corp
Texas
$103K +$103K +375 New
CWA
3631
Core Wealth Advisors
Florida
$102K -$104K -399 -50%
PWA
3632
Provenance Wealth Advisors
Florida
$100K +$62K +238 +163%
DWMG
3633
DB Wealth Management Group
California
$99.7K
BDS
3634
Banco de Sabadell
Florida
$99K -$68.9K -266 -41%
EA
3635
Evolution Advisers
Virginia
$99K +$18.4K +71 +23%
IWP
3636
IAG Wealth Partners
Wisconsin
$94.5K -$9.63K -37 -9%
GG
3637
Gleason Group
Kentucky
$94.4K +$260 +1 +0.3%
BHWM
3638
Beaird Harris Wealth Management
Texas
$94.2K +$64K +246 +212%
RDIA
3639
RE Dickinson Investment Advisors
Iowa
$93K
BHWM
3640
Bay Harbor Wealth Management
Maryland
$92.9K -$781 -3 -0.8%
FG
3641
Fairman Group
Pennsylvania
$92K +$92K +353 New
PG
3642
Proffitt & Goodson
Tennessee
$91.6K
IRC
3643
Investors Research Corp
Georgia
$90.1K +$12.8K +49 +16%
FFA
3644
Frazier Financial Advisors
Ohio
$89.9K +$89.9K +345 New
DEM
3645
Disciplined Equity Management
Florida
$87.2K +$87.2K +335 New
W
3646
WealthCollab
Washington
$86.4K +$86.4K +332 New
IPW
3647
Impact Partnership Wealth
Georgia
$83.3K -$60.4K -232 -42%
AW
3648
Avion Wealth
Texas
$82K +$3.66K +14 +5%
FFO
3649
Fortitude Family Office
Arizona
$81.5K +$81.5K +313 New
EFMH
3650
E Fund Management (HK)
Hong Kong
$81K +$25.3K +97 +45%