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 %
MMM
1351
Mendel Money Management
Illinois
$5.9M -$62.2K -239 -1%
LCM
1352
Legato Capital Management
California
$5.88M
BDA
1353
Borer Denton & Associates
Pennsylvania
$5.87M +$64.8K +249 +1%
TCM
1354
Twin Capital Management
Pennsylvania
$5.86M -$149K -572 -2%
Marshall Wace
1355
Marshall Wace
United Kingdom
$5.85M -$36.4M -139,649 -86%
VSQM
1356
V-Square Quantitative Management
Illinois
$5.83M +$2.78M +10,674 +91%
CIP
1357
Chartwell Investment Partners
Pennsylvania
$5.83M +$631K +2,425 +12%
SFA
1358
Souders Financial Advisors
Ohio
$5.78M -$123K -474 -2%
MFG
1359
Merit Financial Group
Georgia
$5.77M -$2.73M -10,500 -32%
PWM
1360
Purus Wealth Management
California
$5.74M -$73.7K -283 -1%
DWM
1361
Dorchester Wealth Management
Quebec, Canada
$5.73M -$57.3K -220 -1%
GMA
1362
Glassy Mountain Advisors
Maryland
$5.73M +$750K +2,881 +15%
WSTAM
1363
Wilbanks Smith & Thomas Asset Management
Virginia
$5.72M +$54.7K +210 +1%
SC
1364
Sawyer & Company
Massachusetts
$5.71M -$305K -1,171 -5%
QT
1365
Quantbot Technologies
New York
$5.71M -$1.91M -7,337 -25%
FGA
1366
Fortis Group Advisors
New Jersey
$5.7M +$107K +471 +2%
AT
1367
American Trust
Kentucky
$5.7M -$137K -526 -2%
QWP
1368
Quotient Wealth Partners
Texas
$5.69M +$5.69M +21,863 New
MMA
1369
Miracle Mile Advisors
California
$5.63M +$255K +981 +5%
BCM
1370
Bayesian Capital Management
New York
$5.62M +$5.62M +21,600 New
FFA
1371
Farther Finance Advisors
California
$5.62M +$2.75M +10,549 +96%
PIA
1372
Petredis Investment Advisors
Pennsylvania
$5.62M -$167K -640 -3%
B
1373
Bensler
Washington
$5.62M +$105K +404 +2%
EAM
1374
Eagle Asset Management
Florida
$5.62M -$245K -940 -4%
HKIM
1375
Hayek Kallen Investment Management
Alabama
$5.61M -$33.1K -127 -0.6%