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 %
CCM
926
Coldstream Capital Management
Washington
$12.4M +$1.18M +4,542 +10%
SIMG
927
Sonora Investment Management Group
Arizona
$12.4M +$735K +2,823 +6%
GG
928
Greenwood Gearhart
Arkansas
$12.4M -$2.57M -9,858 -17%
WPP
929
Whalerock Point Partners
Rhode Island
$12.4M -$132K -507 -1%
LNB
930
Ledyard National Bank
$12.3M +$63K +242 +0.5%
PCIG
931
Partners Capital Investment Group
Massachusetts
$12.3M -$1.95M -7,476 -14%
JCM
932
Janney Capital Management
Pennsylvania
$12.3M -$622K -2,389 -5%
DAM
933
Deltec Asset Management
New York
$12.3M -$955K -3,668 -7%
SCM
934
Shelton Capital Management
Colorado
$12.3M -$1.66M -6,385 -12%
FA
935
FDx Advisors
Illinois
$12.3M -$362K -1,391 -3%
FGAM
936
Financial Gravity Asset Management
Texas
$12.2M +$89K +63 +0.7%
PIM
937
Progressive Investment Management
Oregon
$12.2M -$12.2K -47 -0.1%
AssetMark Inc
938
AssetMark Inc
California
$12.2M +$1.67M +6,420 +16%
TCCM
939
Timber Creek Capital Management
Massachusetts
$12.1M +$39.8K +153 +0.3%
CGIM
940
Capital Group Investment Management
Singapore
$12.1M -$13.3M -51,064 -52%
GAM
941
Griffin Asset Management
New York
$12M +$875K +3,362 +8%
RCW
942
Rheos Capital Works
Japan
$12M +$2.6M +10,000 +28%
SSB
943
Sandy Spring Bank
Maryland
$12M -$387K -1,486 -3%
FWTB
944
First Western Trust Bank
Colorado
$11.9M -$268K -1,030 -2%
LC
945
Lakehouse Capital
Australia
$11.9M
HWM
946
HFR Wealth Management
New York
$11.9M +$104K +399 +0.9%
GFS
947
GYL Financial Synergies
Connecticut
$11.9M +$16.9K +65 +0.1%
FG
948
Fiduciary Group
Georgia
$11.9M -$389K -1,495 -3%
MOS
949
MGO One Seven
Ohio
$11.9M +$2M +7,683 +20%
GAMH
950
Greenwoods Asset Management (HK)
Hong Kong
$11.8M