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 %
1C
851
1623 Capital
Virginia
$14.9M +$41.1K +158 +0.3%
LNWWM
852
Laird Norton Wetherby Wealth Management
California
$14.8M +$139K +535 +0.9%
KRSITF
853
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$14.8M -$609K -2,339 -4%
AWM
854
Apollon Wealth Management
South Carolina
$14.8M +$5.21M +20,008 +54%
FFBTD
855
First Financial Bank - Trust Division
Ohio
$14.8M -$143K -550 -1%
AIM
856
Arcadia Investment Management
Michigan
$14.7M +$45.8K +176 +0.3%
CWM
857
Cabot Wealth Management
Massachusetts
$14.7M -$222K -853 -1%
MGWM
858
Marks Group Wealth Management
Minnesota
$14.7M +$26.3K +101 +0.2%
AHC
859
Anderson Hoagland & Co
Missouri
$14.7M -$1.69M -6,381 -10%
TSS
860
Thomas Story & Son
Indiana
$14.7M -$56K -215 -0.4%
AC
861
Abbrea Capital
California
$14.6M -$4.43K -17 -0%
RSVP
862
Ramsay Stattman Vela & Price
Colorado
$14.6M -$195K -750 -1%
CIS
863
Connors Investor Services
Pennsylvania
$14.6M -$806K -3,096 -5%
FAT
864
First American Trust
California
$14.5M +$596K +2,289 +4%
TPCW
865
TD Private Client Wealth
New York
$14.5M -$280K -1,074 -2%
MHC
866
Meyer Handelman Company
New York
$14.3M -$682K -2,620 -5%
TFA
867
Toth Financial Advisory
Virginia
$14.1M +$51K +196 +0.4%
ECM
868
ExodusPoint Capital Management
New York
$14.1M -$13.3M -51,016 -48%
SAM
869
Sawgrass Asset Management
Florida
$14.1M +$2.97M +11,396 +27%
RWA
870
Roberts Wealth Advisors
California
$14.1M +$25.3K +32 +0.2%
WWA
871
WCG Wealth Advisors
Nevada
$14.1M -$295K -1,134 -2%
PIP
872
Peachtree Investment Partners
Florida
$14.1M +$65.9K +253 +0.5%
LOAME
873
Lombard Odier Asset Management (Europe)
United Kingdom
$14M -$10.7M -41,038 -43%
MRCM
874
M&R Capital Management
New Jersey
$14M -$160K -616 -1%
BSI
875
Bennett Selby Investments
Maine
$13.9M -$55.7K -214 -0.4%