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 %
WA
1301
WP Advisors
California
$6.35M +$54.9K +211 +0.9%
FM
1302
Family Management
New York
$6.34M +$75.2K +289 +1%
WG
1303
Welch Group
Alabama
$6.34M +$73.9K +284 +1%
HW
1304
Hedeker Wealth
Illinois
$6.33M -$224K -861 -3%
VLC
1305
Van Leeuwen & Company
New Jersey
$6.33M +$28.9K +111 +0.5%
CIG
1306
Consolidated Investment Group
Colorado
$6.33M -$1.04M -4,000 -14%
JF
1307
Jump Financial
Illinois
$6.32M +$6.03M +23,154 +2,062%
LOPW
1308
Live Oak Private Wealth
North Carolina
$6.32M +$131K +503 +2%
HSA
1309
HBK Sorce Advisory
Pennsylvania
$6.3M -$407K -1,562 -6%
SIA
1310
Schechter Investment Advisors
Michigan
$6.3M -$240K -923 -4%
UF
1311
Univest Financial
Pennsylvania
$6.27M -$94.5K -363 -1%
MWM
1312
Meridian Wealth Management
Kentucky
$6.27M +$355K +1,363 +6%
MWA
1313
Meridian Wealth Advisors
Texas
$6.24M +$173K +664 +3%
PA
1314
PFG Advisors
Arizona
$6.23M +$76.3K +293 +1%
CCT
1315
Chemung Canal Trust
New York
$6.23M +$51.5K +198 +0.8%
CIC
1316
Chase Investment Counsel
Virginia
$6.21M -$7.03K -27 -0.1%
LOAMS
1317
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.17M +$1.08M +4,147 +21%
S
1318
SimplyRich
California
$6.16M
CW
1319
Connectus Wealth
Ohio
$6.15M +$3.81M +58,333 +163%
FAIM
1320
Financial Advocates Investment Management
Washington
$6.14M -$185K -712 -3%
JSC
1321
Jackson Square Capital
California
$6.14M +$14.8K +57 +0.2%
FNB
1322
Farmers National Bank
Kentucky
$6.14M +$180K +692 +3%
ITFISA
1323
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$6.13M +$410K +1,573 +7%
VAS
1324
Vestmark Advisory Solutions
Massachusetts
$6.12M -$1.09M -4,177 -15%
GI
1325
GS Investments
Minnesota
$6.11M -$212K -813 -3%