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 %
CIS
701
Capital International Sarl
California
$21.2M +$1.7M +6,539 +9%
BBHC
702
Brown Brothers Harriman & Co
New York
$21.1M -$1.87M -7,172 -8%
KHLMVGHM
703
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$21.1M
GH
704
GAM Holding
Switzerland
$21.1M +$5.03M +19,301 +31%
NPPM
705
North Point Portfolio Managers
Ohio
$21M -$48.2K -185 -0.2%
BWFA
706
Baltimore-Washington Financial Advisors
Maryland
$20.9M +$856K +3,286 +4%
TA
707
TRB Advisors
New York
$20.8M
CWM
708
Calamos Wealth Management
Illinois
$20.7M -$229K -880 -1%
TTWM
709
TCV Trust & Wealth Management
Virginia
$20.7M -$663K -2,548 -3%
Connor, Clark & Lunn Investment Management (CC&L)
710
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.6M -$27.5M -105,532 -57%
SGK
711
Steigerwald Gordon & Koch
Virginia
$20.5M +$185K +712 +0.9%
MC
712
Montag & Caldwell
Georgia
$20.4M -$10.9M -41,993 -35%
IWC
713
Integrated Wealth Concepts
Massachusetts
$20.4M +$2.09M +8,035 +11%
CCP
714
Caden Capital Partners
California
$20.4M -$5.53M -21,252 -21%
BVDMP
715
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$20.4M
MA
716
Montag & Associates
Georgia
$20.4M +$1.16M +4,457 +6%
CTC
717
Central Trust Company
Missouri
$20.3M +$552K +2,119 +3%
TC
718
Tenere Capital
New York
$20.3M +$5.66M +21,751 +39%
AC
719
Addenda Capital
Quebec, Canada
$20.2M -$119K -456 -0.6%
VHAM
720
Van Hulzen Asset Management
California
$20.2M -$2.53M -9,709 -11%
LI
721
LMCG Investments
Massachusetts
$20.1M -$1.09M -4,188 -5%
WAM
722
Wallington Asset Management
Indiana
$20M +$143K +550 +0.7%
CCM
723
Copeland Capital Management
Pennsylvania
$20M -$434K -1,668 -2%
GJCM
724
Grand Jean Capital Management
California
$20M -$2.87M -11,037 -13%
CCG
725
Cypress Capital Group
Florida
$20M -$475K -1,823 -2%