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 %
JSA
976
Jacobson & Schmitt Advisors
Wisconsin
$11.2M -$1.87M -7,177 -14%
BSC
977
Brown Shipley & Co
United Kingdom
$11.2M +$306K +1,177 +3%
LWM
978
Lyell Wealth Management
California
$11.2M +$345K +1,326 +3%
MC
979
Mayar Capital
United Kingdom
$11.1M
HWAM
980
Hennion & Walsh Asset Management
New Jersey
$11.1M +$675K +2,592 +6%
WB
981
Webster Bank
Connecticut
$11.1M +$187K +720 +2%
CC
982
Courier Capital
New York
$11.1M +$6.25K +24 +0.1%
EWM
983
Evercore Wealth Management
New York
$11M -$221K -850 -2%
AIP
984
Alapocas Investment Partners
Massachusetts
$11M +$85.1K +327 +0.8%
AAM
985
Auxier Asset Management
Oregon
$11M -$78.1K -300 -0.7%
CCFCSB
986
Cape Cod Five Cents Savings Bank
Massachusetts
$11M -$12.1M -46,547 -53%
HIMC
987
Heritage Investors Management Corp
Maryland
$10.9M -$194K -745 -2%
FIA
988
Foundations Investment Advisors
Arizona
$10.9M +$1.79M +6,472 +20%
FI
989
FJ Investments
Utah
$10.9M +$10.9M +41,779 New
KAS
990
Kemnay Advisory Services
New York
$10.9M +$383K +1,471 +4%
SCM
991
Stevens Capital Management
Pennsylvania
$10.9M +$10.9M +41,726 New
HAG
992
HighPoint Advisor Group
Illinois
$10.8M +$10.8M +38,537 New
MC
993
Mirabaud & Cie
Switzerland
$10.8M +$10.8M +41,512 New
CPIG
994
Chicago Partners Investment Group
Illinois
$10.8M -$470K -1,732 -4%
TS
995
Tamar Securities
California
$10.8M +$894K +3,435 +9%
GLR
996
Great Lakes Retirement
Ohio
$10.8M +$569K +2,186 +6%
FEG
997
Financial Enhancement Group
Indiana
$10.8M +$82.9K +311 +0.8%
PCM
998
Parsons Capital Management
Rhode Island
$10.8M -$35.4K -136 -0.3%
CA
999
Clearstead Advisors
Ohio
$10.7M -$11M -42,273 -51%
CBT
1000
Central Bank & Trust
Kentucky
$10.7M -$2.86K -11 -0%