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 %
GWSA
3701
Global Wealth Strategies & Associates
Colorado
$26K
LFA
3702
Legend Financial Advisors
Pennsylvania
$26K
LFA
3703
Livelsberger Financial Advisory
Ohio
$24.7K +$24.7K +95 New
RG
3704
Retirement Group
California
$23.5K
AFWM
3705
Abich Financial Wealth Management
Virginia
$22.5K +$22.5K +87 New
HWP
3706
Highline Wealth Partners
California
$22.4K -$2.87K -11 -11%
BCPWM
3707
Bradley & Co Private Wealth Management
Florida
$21.9K
RFG
3708
REAP Financial Group
Texas
$20.9K +$20.9K +80 New
QL
3709
Quarry LP
New York
$20.8K +$1.82K +7 +10%
OSNBOA
3710
Old Second National Bank of Aurora
Illinois
$19.5K +$19.5K +75 New
NF
3711
Norwood Financial
Pennsylvania
$19.5K
WFA
3712
West Financial Advisors
Iowa
$18.7K
CFS
3713
CGC Financial Services
Oregon
$18.2K +$18.2K +70 New
NC
3714
NewSquare Capital
Pennsylvania
$17.2K -$60.7K -233 -78%
MFT
3715
Moisand Fitzgerald Tamayo
Florida
$16.9K -$88.9K -341 -84%
4FG
3716
4Thought Financial Group
New York
$15.9K +$15.9K +61 New
FSWA
3717
Financial Synergies Wealth Advisors
Texas
$15K -$104K -500 -87%
SGC
3718
Slocum, Gordon & Co
Rhode Island
$13.8K +$13.8K +53 New
CCC
3719
Chelsea Counsel Company
California
$13K
LFA
3720
Level Financial Advisors
New York
$12.5K
PWM
3721
Partnership Wealth Management
Maryland
$12K +$12K +44 New
HRC
3722
Hoertkorn Richard Charles
$12K
FWA
3723
FSC Wealth Advisors
New York
$12K
PO
3724
Private Ocean
California
$11.7K
BMC
3725
Bear Mountain Capital
Washington
$10.6K +$10.6K +40 New