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 %
CCG
1501
Ceeto Capital Group
Florida
$4.67M +$26K +100 +0.6%
WBC
1502
West Branch Capital
Massachusetts
$4.65M +$219K +843 +5%
CCM
1503
Cox Capital Management
Massachusetts
$4.64M -$89K -342 -2%
CCM
1504
Canal Capital Management
Virginia
$4.64M +$550K +2,114 +13%
DPIM
1505
Duff & Phelps Investment Management
Illinois
$4.64M +$13K +50 +0.3%
AG
1506
AlTi Global
New York
$4.63M +$4.63M +17,799 New
JIP
1507
Jaffetilchin Investment Partners
Florida
$4.63M +$106K +407 +2%
CA
1508
Cornerstone Advisory
Maryland
$4.61M +$90.9K +349 +2%
JWCA
1509
J.W. Cole Advisors
Florida
$4.6M +$615K +2,362 +15%
PA
1510
Prossimo Advisors
California
$4.6M +$7.81K +30 +0.2%
ECU
1511
Eisler Capital (UK)
United Kingdom
$4.59M -$25.3M -97,121 -85%
CWS
1512
Confluence Wealth Services
Pennsylvania
$4.59M +$149K +571 +3%
GP
1513
Greenline Partners
New York
$4.58M
ECM
1514
Exchange Capital Management
Michigan
$4.58M -$496K -1,907 -10%
NB
1515
NBT Bank
New York
$4.58M +$73.4K +282 +2%
NC
1516
NBW Capital
Massachusetts
$4.57M -$56.8K -218 -1%
AGM
1517
Aragon Global Management
Florida
$4.57M +$4.57M +17,550 New
FLI
1518
Family Legacy Inc
South Carolina
$4.56M -$4.43K -17 -0.1%
RCWM
1519
Royal Capital Wealth Management
Indiana
$4.55M +$7.29K +28 +0.2%
JAG
1520
Journey Advisory Group
Kentucky
$4.54M -$57K -219 -1%
STAS
1521
Strong Tower Advisory Services
Minnesota
$4.54M +$52.6K +202 +1%
WA
1522
Wambolt & Associates
Colorado
$4.53M +$370K +1,421 +9%
MAS
1523
Meeder Advisory Services
Ohio
$4.52M +$157K +603 +4%
GFA
1524
Gifford Fong Associates
California
$4.52M
HCM
1525
Highview Capital Management
Illinois
$4.52M +$31.2K +120 +0.7%