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 %
BFW
1276
Brady Family Wealth
Missouri
$6.57M +$445K +1,708 +7%
IB
1277
Intrust Bank
Kansas
$6.52M +$102K +393 +2%
SFP
1278
Shepherd Financial Partners
Massachusetts
$6.52M +$329K +1,262 +5%
RCM
1279
RB Capital Management
Nevada
$6.52M +$672K +2,580 +11%
RA
1280
Rovida Advisors
Florida
$6.51M
CLCM
1281
Center Lake Capital Management
Florida
$6.51M
ISL
1282
Ingalls & Snyder LLC
New York
$6.51M +$2.08K +8 +0%
BCWM
1283
Bartlett & Co Wealth Management
Ohio
$6.49M +$87K +334 +1%
BC
1284
Bartlett & Co
Ohio
$6.49M +$87K +334 +1%
CG
1285
Cynosure Group
Utah
$6.48M +$411K +1,580 +7%
PGAM
1286
Princeton Global Asset Management
New Jersey
$6.47M +$159K +612 +3%
BCA
1287
Bray Capital Advisors
Florida
$6.46M +$16.9K +65 +0.3%
HIC
1288
Hartline Investment Corp
Illinois
$6.46M +$144K +555 +2%
MGAM
1289
McGowan Group Asset Management
Texas
$6.46M -$80.2K -308 -1%
BTWM
1290
Baker Tilly Wealth Management
Wisconsin
$6.46M -$960K -3,689 -13%
LC
1291
Legacy CG
Texas
$6.43M +$1.1M +4,234 +21%
ACA
1292
Atlas Capital Advisors
Wyoming
$6.42M +$31.5K +121 +0.5%
SC
1293
Scholtz & Company
Connecticut
$6.41M +$2.31M +8,864 +56%
GS
1294
GTS Securities
New York
$6.39M +$6.12M +23,502 +2,253%
SC
1295
Searle & Co
Connecticut
$6.38M
GAAM
1296
Guinness Atkinson Asset Management
California
$6.38M -$139K -533 -2%
LG
1297
Leuthold Group
Minnesota
$6.38M -$7.29K -28 -0.1%
HPIA
1298
Hamilton Point Investment Advisors
North Carolina
$6.37M +$6.08M +23,353 +2,094%
SCM
1299
Sitrin Capital Management
California
$6.36M -$104K -401 -2%
MIC
1300
Means Investment Company
Maine
$6.36M -$167K -643 -3%