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 %
VAS
1226
Valicenti Advisory Services
New York
$7.06M +$415K +1,595 +6%
SIM
1227
Stratos Investment Management
Ohio
$7.06M +$393K +1,508 +6%
GEA
1228
Glen Eagle Advisors
New Jersey
$7.04M -$138K -530 -2%
BSW
1229
Buckingham Strategic Wealth
Missouri
$7.04M -$389K -1,495 -5%
MA
1230
Mezzasalma Advisors
New Jersey
$7.03M +$73.2K +281 +1%
FTC
1231
Farmers Trust Company
Ohio
$7.02M -$448K -1,722 -6%
RIL
1232
Rothschild Investment LLC
Illinois
$7.02M -$998K -3,835 -12%
CT
1233
Clearstead Trust
Maine
$7.01M +$111K +427 +2%
CHC
1234
City Holding Co
West Virginia
$7M -$162K -622 -2%
DJSG
1235
D.J. St. Germain
Massachusetts
$7M +$202K +776 +3%
MKA
1236
M. Kulyk & Associates
Georgia
$7M +$46.1K +177 +0.7%
BA
1237
Bristlecone Advisors
Washington
$6.99M -$319K -1,224 -4%
IIM
1238
Ipswich Investment Management
Massachusetts
$6.99M +$58.1K +223 +0.8%
SAG
1239
SageView Advisory Group
California
$6.97M +$2.01M +7,236 +40%
ADL
1240
Asset Dedication LLC
California
$6.96M +$127K +486 +2%
FFWA
1241
FRG Family Wealth Advisors
Washington
$6.95M -$22.7K -87 -0.3%
SC
1242
Settian Capital
New York
$6.95M
DEA
1243
DoubleLine ETF Adviser
Florida
$6.94M +$502K +1,927 +8%
CCM
1244
Condor Capital Management
New Jersey
$6.94M -$27.3K -105 -0.4%
OCAM
1245
Onex Canada Asset Management
Ontario, Canada
$6.93M -$2.25M -8,639 -24%
KWA
1246
Kingswood Wealth Advisors
California
$6.93M +$5.92M +22,752 +587%
AI
1247
AXS Investments
New York
$6.91M -$37.5K -144 -0.5%
SI
1248
Sora Investors
Pennsylvania
$6.9M -$15.8M -60,500 -70%
LFM
1249
LGT Fund Management
Liechtenstein
$6.89M
HR
1250
Howe & Rusling
New York
$6.89M -$282K -1,083 -4%