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 %
SWM
1476
SeaCrest Wealth Management
New York
$4.87M +$271K +1,043 +6%
WEG
1477
World Equity Group
Illinois
$4.84M -$385K -1,480 -7%
QI
1478
Qtron Investments
Massachusetts
$4.84M +$191K +735 +4%
HAS
1479
HBW Advisory Services
California
$4.84M -$119K -458 -2%
MADR
1480
Milestones Administradora de Recursos
Brazil
$4.83M +$2.72M +10,450 +129%
LMKC
1481
L.M. Kohn & Company
Ohio
$4.83M -$42.2K -162 -0.9%
CWM
1482
Centric Wealth Management
Illinois
$4.82M +$193K +699 +4%
MLIC
1483
Mandatum Life Insurance Company
Finland
$4.78M
SW
1484
StrongBox Wealth
Missouri
$4.77M +$195K +749 +4%
TVWM
1485
Tower View Wealth Management
Wisconsin
$4.76M +$16.4K +63 +0.3%
ST
1486
Sabal Trust
Florida
$4.76M +$996K +3,827 +26%
BKA
1487
Brick & Kyle Associates
Pennsylvania
$4.75M -$1.3K -5 -0%
BRCM
1488
Bright Rock Capital Management
Massachusetts
$4.75M +$3.45M +13,250 +265%
CCFP
1489
Charles Carroll Financial Partners
Massachusetts
$4.75M +$104K +400 +2%
ACM
1490
Alpha Capital Management
Texas
$4.74M -$120K -462 -2%
IAIM
1491
International Assets Investment Management
Florida
$4.74M -$2.3M -8,845 -33%
SAS
1492
Stelac Advisory Services
New York
$4.74M +$4.02M +15,441 +560%
WG
1493
Watchman Group
Texas
$4.73M +$34.1K +131 +0.7%
MHS
1494
M Holdings Securities
Oregon
$4.72M +$832K +3,197 +21%
SIAG
1495
Signet Investment Advisory Group
Rhode Island
$4.71M +$23.4K +90 +0.5%
PVH
1496
Psagot Value Holdings
Israel
$4.7M -$122K -470 -3%
ISB
1497
Iowa State Bank
Iowa
$4.7M -$8.85K -34 -0.2%
LMIM
1498
Lockheed Martin Investment Management
Maryland
$4.7M
FWM
1499
Fairhaven Wealth Management
Illinois
$4.68M -$23.7K -91 -0.5%
CT
1500
Chicago Trust
Illinois
$4.68M -$376K -1,444 -7%