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 %
ATC
3676
Advantage Trust Company
Kansas
$52.1K +$52.1K +200 New
T
3677
Tidemark
California
$50.8K +$50.8K +195 New
CIR
3678
Clear Investment Research
Georgia
$46.9K +$5.73K +22 +14%
RDFA
3679
Ritter Daniher Financial Advisory
Ohio
$46.6K
EAM
3680
Eukles Asset Management
Ohio
$45.8K
MDCM
3681
Morgan Dempsey Capital Management
Wisconsin
$45.6K
JFG
3682
JDM Financial Group
Texas
$43.2K
PCM
3683
Perritt Capital Management
Illinois
$41.1K
CMA
3684
Cedar Mountain Advisors
Oregon
$40.9K
DWA
3685
Delos Wealth Advisors
Texas
$40.6K +$39.1K +150 +2,500%
MFA
3686
McClarren Financial Advisors
Pennsylvania
$40K +$261 +1 +0.7%
LIWM
3687
Long Island Wealth Management
New York
$40K +$40K +153 New
VWWMG
3688
Vermillion & White Wealth Management Group
Pennsylvania
$39.6K +$39.6K +152 New
MCA
3689
Maryland Capital Advisors
Maryland
$39.1K
CFG
3690
CKW Financial Group
Hawaii
$39K
FFL
3691
Financial Freedom LLC
Ohio
$38.5K
PP
3692
PFS Partners
New Jersey
$38.2K +$260 +1 +0.7%
NSG
3693
Nalls Sherbakoff Group
Tennessee
$37K
EIM
3694
Essex Investment Management
Massachusetts
$36.7K
FRA
3695
Frank Rimerman Advisors
California
$33.3K +$33.3K +128 New
AA
3696
AlphaMark Advisors
Kentucky
$33K
VWA
3697
Valued Wealth Advisors
Utah
$32.9K +$32.9K +143 New
OBWP
3698
O'Brien Wealth Partners
Massachusetts
$32K +$32K +123 New
SC
3699
Steph & Co
Wisconsin
$26.3K
AS
3700
Altshuler Shaham
Israel
$26K -$2.6K -10 -9%