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 %
CM
476
Castleark Management
Illinois
$46.5M -$1.3M -4,990 -3%
SPS
477
Susquehanna Portfolio Strategies
Pennsylvania
$46.5M +$46.5M +178,711 New
ACM
478
Advisors Capital Management
New Jersey
$46.1M +$169K +650 +0.4%
NP
479
NS Partners
United Kingdom
$45.8M +$876K +3,365 +2%
AIM
480
Avity Investment Management
Connecticut
$45.7M +$366K +1,405 +0.8%
RWP
481
RWA Wealth Partners
Massachusetts
$45.6M +$24.9M +95,756 +121%
HMP
482
HS Management Partners
New York
$45.4M -$3.56M -13,690 -7%
Envestnet Portfolio Solutions
483
Envestnet Portfolio Solutions
Illinois
$45.3M +$2.05M +7,860 +5%
MAMU
484
Marathon Asset Management (UK)
United Kingdom
$45.3M -$1.36M -5,240 -3%
1SP
485
140 Summer Partners
New York
$45.1M -$17.9M -68,800 -28%
KeyBank National Association
486
KeyBank National Association
Ohio
$45M -$624K -2,395 -1%
WGAM
487
Wilkinson Global Asset Management
New York
$45M -$900K -3,458 -2%
CAM
488
Cidel Asset Management
Ontario, Canada
$44.8M +$1.33M +5,120 +3%
AIMCA
489
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$44.7M -$67.1M -257,741 -60%
RFC
490
Regions Financial Corp
Alabama
$44.7M -$1.81M -6,940 -4%
KAS
491
Kestra Advisory Services
Texas
$44.5M +$2.66M +10,214 +6%
AT
492
Avalon Trust
New Mexico
$44.4M -$160K -615 -0.4%
ZIC
493
ZWJ Investment Counsel
Georgia
$44.1M -$88.5K -340 -0.2%
BAMCO Inc
494
BAMCO Inc
New York
$44.1M +$1.44M +5,526 +3%
CPSAC
495
Chas P. Smith & Associates (CPS)
Florida
$43.9M +$358K +1,377 +0.8%
GCIM
496
Gunn & Company Investment Management
Florida
$43.9M +$40.6M +155,957 +1,216%
PAG
497
Private Advisor Group
New Jersey
$43.7M +$685K +2,631 +2%
CF
498
Covea Finance
France
$43.5M
SCM
499
Snyder Capital Management
California
$43.1M -$247K -948 -0.6%
SFG
500
Sather Financial Group
Texas
$43M +$693K +2,660 +2%