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 %
GIBU
551
Gulf International Bank (UK)
United Kingdom
$34.7M -$4.08M -15,668 -11%
ACI
552
Alpha Cubed Investments
California
$34.2M +$2.32M +8,904 +7%
EDRH
553
Edmond de Rothschild Holding
Switzerland
$34.1M -$151K -579 -0.4%
SSWM
554
Smith Salley Wealth Management
North Carolina
$34M +$1.15M +4,435 +4%
SAM
555
Silvercrest Asset Management
New York
$34M -$1.47M -5,660 -4%
PCIA
556
Prime Capital Investment Advisors
Kansas
$34M +$13.6M +52,135 +66%
CCM
557
Chilton Capital Management
Texas
$33.6M -$118K -453 -0.3%
HW
558
Hancock Whitney
Mississippi
$33.6M +$562K +2,160 +2%
CWM
559
Congress Wealth Management
Massachusetts
$33.3M +$1.39M +5,351 +4%
KRS
560
Kentucky Retirement Systems
Kentucky
$33.2M -$1.27M -4,894 -4%
TAM
561
Taurus Asset Management
New York
$33M -$200K -770 -0.6%
NW
562
NewEdge Wealth
Pennsylvania
$33M +$1.8M +6,911 +6%
MME
563
Meag Munich Ergo
Germany
$33M -$340K -1,306 -1%
JWBC
564
J.W. Burns & Co
New York
$33M -$239K -919 -0.7%
DWM
565
Dakota Wealth Management
Florida
$33M +$321K +1,233 +1%
CTI
566
Community Trust & Investment
Kentucky
$32.9M -$102K -392 -0.3%
BWP
567
Baldwin Wealth Partners
Massachusetts
$32.9M +$1.22M +4,677 +4%
DILIC
568
Dai-ichi Life Insurance Company
Japan
$32.9M +$8.35M +32,088 +34%
QIM
569
Quantitative Investment Management
Virginia
$32.8M +$32.8M +126,157 New
PWM
570
Perigon Wealth Management
California
$32.8M +$9.75M +37,468 +42%
SDIC
571
South Dakota Investment Council
South Dakota
$32.8M -$2.29M -8,803 -7%
EI
572
Ethic Inc
New York
$32.7M +$2.24M +8,616 +7%
RG
573
Renaissance Group
Kentucky
$32.6M -$454K -1,743 -1%
CLC
574
Charles-Lim Capital
Hong Kong
$32.5M +$16.9M +65,000 +108%
TI
575
Tidal Investments
Wisconsin
$32.3M +$5.36M +20,580 +20%