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 %
GSPF
1176
Grafton Street Partners Fund
Florida
$7.71M +$7.71M +29,613 New
BFG
1177
Berger Financial Group
Minnesota
$7.7M -$86.2K -331 -1%
GRP
1178
Global Retirement Partners
California
$7.68M +$455K +1,715 +6%
WTFG
1179
Wells Trecaso Financial Group
Ohio
$7.68M +$23.4K +90 +0.3%
IA
1180
IFP Advisors
Florida
$7.66M -$111K -427 -1%
CPA
1181
Capital Planning Advisors
California
$7.65M -$117K -450 -2%
CIM
1182
Chapman Investment Management
California
$7.64M -$58.3K -224 -0.8%
GWM
1183
GDS Wealth Management
Texas
$7.63M +$1.14M +4,396 +18%
TIM
1184
Thompson Investment Management
Wisconsin
$7.61M -$111K -426 -1%
HVIA
1185
Hudson Valley Investment Advisors
New York
$7.61M -$248K -943 -3%
FHB
1186
First Hawaiian Bank
Hawaii
$7.6M -$33.8K -130 -0.4%
HA
1187
Herold Advisors
New York
$7.6M -$82.3K -316 -1%
CIA
1188
Capital Investment Advisors
Georgia
$7.59M +$870K +3,341 +13%
ST
1189
Spinnaker Trust
Maine
$7.58M +$33.1K +127 +0.4%
NCM
1190
Nelson Capital Management
California
$7.57M -$95.8K -368 -1%
TPCM
1191
Templeton & Phillips Capital Management
Tennessee
$7.56M
CWP
1192
Cyndeo Wealth Partners
Florida
$7.53M -$701K -2,694 -9%
CT
1193
Colonial Trust
South Carolina
$7.52M +$505K +1,941 +7%
GCL
1194
Gouws Capital LLC
North Carolina
$7.49M -$61.4K -236 -0.8%
BIG
1195
Builder Investment Group
Georgia
$7.46M -$26K -100 -0.3%
CCM
1196
Chickasaw Capital Management
Tennessee
$7.44M +$32K +123 +0.4%
NP
1197
Nilsine Partners
Colorado
$7.41M -$1.37M -5,275 -16%
LSWM
1198
Lorne Steinberg Wealth Management
Canada
$7.39M +$71.9K +276 +1%
TCA
1199
Transcend Capital Advisors
New Jersey
$7.39M -$2.08K -8 -0%
CI
1200
Conning Inc
Connecticut
$7.36M -$20.8K -80 -0.3%