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 %
LIM
1326
Lingotto Investment Management
United Kingdom
$6.11M +$6.11M +23,474 New
SIA
1327
Sage Investment Advisers
New York
$6.11M -$95.8K -368 -2%
BZWA
1328
Blue Zone Wealth Advisors
California
$6.1M +$53.1K +204 +0.9%
AC
1329
Asio Capital
Kentucky
$6.09M +$111K +427 +2%
MFIM
1330
Mesirow Financial Investment Management
Illinois
$6.08M +$6.08M +26,578 New
EWM
1331
Executive Wealth Management
Michigan
$6.07M +$461K +1,770 +8%
IGM
1332
Incline Global Management
New York
$6.03M +$2.57M +9,868 +74%
MCM
1333
McDonough Capital Management
Florida
$6.03M -$1.82K -7 -0%
SVWAG
1334
Sound View Wealth Advisors Group
Georgia
$6.03M +$79.4K +305 +1%
FSA
1335
Fort Sheridan Advisors
Illinois
$6M +$90.6K +348 +2%
AF
1336
Arrow Financial
New York
$5.99M -$1.03M -3,950 -15%
HH
1337
Hilltop Holdings
Texas
$5.98M +$272K +1,044 +5%
EFS
1338
Essex Financial Services
Connecticut
$5.98M +$126K +483 +2%
MWM
1339
Mission Wealth Management
California
$5.97M +$337K +1,296 +6%
PM
1340
Phraction Management
Connecticut
$5.96M -$106K -406 -2%
TAS
1341
TIFF Advisory Services
Pennsylvania
$5.96M +$5.96M +22,880 New
PCM
1342
Poehling Capital Management
Wisconsin
$5.96M -$12.8K -49 -0.2%
SVCP
1343
Silicon Valley Capital Partners
California
$5.93M -$97.6K -375 -2%
AAF
1344
Andra AP-fonden
Sweden
$5.92M -$2.19M -8,400 -27%
BHCM
1345
Brevan Howard Capital Management
Jersey
$5.92M +$3.85M +14,790 +186%
AIMA
1346
Ables Iannone Moore & Associates
Georgia
$5.91M +$5.91M +22,693 New
WA
1347
Waverly Advisors
Alabama
$5.91M +$2.12M +8,140 +56%
NFC
1348
Northeast Financial Consultants
Connecticut
$5.9M +$375K +1,440 +7%
SWS
1349
SYSTM Wealth Solutions
Illinois
$5.9M -$430K -1,651 -7%
NP
1350
NorthRock Partners
Minnesota
$5.9M +$2.4M +9,210 +68%