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 %
BPWM
426
Badgley Phelps Wealth Managers
Washington
$55.3M +$5.94M +22,831 +12%
CT
427
Cambridge Trust
Massachusetts
$55.1M +$1.75M +6,710 +3%
NA
428
NewEdge Advisors
Louisiana
$55M +$6.64M +25,154 +14%
AG
429
AIA Group
Hong Kong
$55M +$7.72M +29,651 +16%
WTC
430
WhitTier Trust Company
Nevada
$55M -$393K -1,510 -0.7%
PA
431
Pinnacle Associates
New York
$54.9M -$190K -729 -0.3%
EWA
432
EP Wealth Advisors
California
$54.7M -$56.5K -217 -0.1%
GF
433
Gabelli Funds
New York
$54.7M -$859K -3,300 -2%
CA
434
Cortland Associates
Missouri
$54.7M -$513K -1,970 -0.9%
FLPIM
435
F.L. Putnam Investment Management
Massachusetts
$54.7M +$1.53M +5,862 +3%
NB
436
Norinchukin Bank
Japan
$54.5M -$14.7M -56,369 -21%
MAM
437
Martingale Asset Management
Massachusetts
$54.3M -$3.4M -13,069 -6%
OSAM
438
O'Shaughnessy Asset Management
Connecticut
$53.9M -$63.5K -244 -0.1%
HFS
439
Hantz Financial Services
Michigan
$53.6M -$2.97M -11,409 -5%
MCM
440
Mill Capital Management
North Carolina
$53.5M -$527K -2,025 -1%
HCM
441
Howland Capital Management
Massachusetts
$53.5M -$943K -3,623 -2%
AAM
442
Aureus Asset Management
Massachusetts
$53.4M -$33.1K -127 -0.1%
BCI
443
Brinker Capital Investments
Pennsylvania
$52.7M -$2.54M -9,666 -5%
OPS
444
Orion Portfolio Solutions
Nebraska
$52.7M -$2.54M -9,666 -5%
AAM
445
Advisors Asset Management
Colorado
$52.5M -$3.79M -14,571 -7%
AAIS
446
ABN AMRO Investment Solutions
$52.3M -$1.44M -5,532 -3%
QCM
447
QRG Capital Management
Illinois
$52.1M +$3.46M +13,295 +7%
PWP
448
Perfromance Wealth Partners
Illinois
$52.1M -$964K -3,702 -2%
FFM
449
Fullerton Fund Management
Singapore
$52M -$11.7M -44,938 -18%
TCM
450
Tybourne Capital Management
Hong Kong
$51.6M -$21.6M -82,800 -29%