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 %
HI
1451
Harbour Investments
Wisconsin
$5.05M +$1.35M +5,170 +36%
Empower Advisory Group
1452
Empower Advisory Group
Colorado
$5.05M +$93.5K +359 +2%
WPW
1453
Waldron Private Wealth
Pennsylvania
$5.04M -$1.04K -4 -0%
HWM
1454
Hohimer Wealth Management
Washington
$5.03M +$59.1K +227 +1%
KWM
1455
Keebeck Wealth Management
Illinois
$5.02M -$51.3K -197 -1%
RWM
1456
Rockline Wealth Management
New York
$5.02M +$5.02M +19,286 New
SGA
1457
Strategic Global Advisors
California
$5.01M -$3.49M -13,410 -41%
RAM
1458
Redmond Asset Management
Virginia
$5.01M -$280K -1,076 -5%
BST
1459
Bath Savings Trust
Maine
$5.01M +$103K +397 +2%
DI
1460
Diligent Investors
California
$4.99M -$130K -498 -3%
IRAG
1461
Investment Research & Advisory Group
Georgia
$4.98M
CSPIA
1462
Cary Street Partners Investment Advisory
Virginia
$4.96M +$1.31M +5,047 +36%
BEC
1463
Blue Edge Capital
Virginia
$4.96M -$114K -436 -2%
GI
1464
GAMMA Investing
California
$4.95M +$4.95M +18,117 New
KM
1465
KP Management
Minnesota
$4.95M +$4.95M +19,000 New
LSAG
1466
Lake Street Advisors Group
New Hampshire
$4.94M -$24.7K -95 -0.5%
LA
1467
LVW Advisors
New York
$4.92M -$332K -1,276 -6%
CL
1468
Choreo LLC
Illinois
$4.92M -$209K -803 -4%
CAM
1469
Clio Asset Management
Virginia
$4.92M +$4.92M +18,881 New
HDIM
1470
Hanson & Doremus Investment Management
Vermont
$4.9M +$306K +1,177 +7%
TCOK
1471
Trust Company of Kansas
Kansas
$4.9M +$1.35M +5,194 +38%
BCFS
1472
Butensky & Cohen Financial Security
Florida
$4.89M +$1.3K +5 +0%
TAM
1473
Trust Asset Management
Texas
$4.89M
BIM
1474
Baldwin Investment Management
Pennsylvania
$4.88M +$3.91K +15 +0.1%
ACM
1475
Aljian Capital Management
Nevada
$4.87M -$61.2K -235 -1%