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 %
PF
1051
Phoenix Financial
Israel
$9.89M -$29.2M -110,678 -75%
NIM
1052
Nicollet Investment Management
Minnesota
$9.85M -$115K -441 -1%
PPA
1053
Painted Porch Advisors
California
$9.85M +$9.85M +37,828 New
ZB
1054
Zions Bancorporation
Utah
$9.83M +$186K +715 +2%
SC
1055
Savant Capital
Illinois
$9.83M +$733K +2,817 +8%
CA
1056
Claar Advisors
New York
$9.79M
CCM
1057
Consolidated Capital Management
California
$9.77M -$505K -1,939 -5%
CIG
1058
Cullen Investment Group
Louisiana
$9.75M +$9.75M +37,466 New
LCI
1059
L1 Capital International
Australia
$9.73M +$9.73M +37,390 New
JPWM
1060
Jamison Private Wealth Management
Georgia
$9.73M -$85.4K -328 -0.9%
FA
1061
Fagan Associates
New York
$9.7M -$80.4K -309 -0.8%
RC
1062
Roundview Capital
New Jersey
$9.69M +$881K +3,385 +10%
BG
1063
Bahl & Gaynor
Ohio
$9.68M +$124K +478 +1%
HI
1064
Horizon Investments
North Carolina
$9.66M +$1.36M +5,240 +16%
IEFM
1065
IQ EQ Fund Management
Ireland
$9.64M +$6.2M +23,833 +181%
RCP
1066
Rothschild Capital Partners
New York
$9.63M -$7.55K -29 -0.1%
M
1067
MOTCO
Texas
$9.6M -$82K -315 -0.8%
MG
1068
Mather Group
Illinois
$9.54M +$1M +3,850 +12%
WAS
1069
Wesleyan Assurance Society
United Kingdom
$9.52M
FTDI
1070
First Trust Direct Indexing
Massachusetts
$9.52M +$1.41M +5,400 +17%
DAS
1071
Dynamic Advisor Solutions
Arizona
$9.49M +$948K +3,652 +11%
AMM
1072
American Money Management
California
$9.46M +$28.1K +108 +0.3%
CWP
1073
CFM Wealth Partners
Texas
$9.45M +$235K +904 +3%
GW
1074
GW & Wade
Massachusetts
$9.45M +$454K +1,744 +5%
CCWM
1075
Cassaday & Co Wealth Management
Virginia
$9.44M +$276K +1,059 +3%