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 %
PWMG
1601
Prestige Wealth Management Group
New Jersey
$4.04M +$259K +996 +7%
YCM
1602
Yost Capital Management
Texas
$4.04M -$3.78M -14,500 -48%
FFA
1603
Fairfield Financial Advisors
Massachusetts
$4.03M +$58.3K +224 +1%
CSC
1604
Caldwell Sutter Capital
California
$4.03M -$526K -2,020 -12%
HFM
1605
Hartford Financial Management
Connecticut
$4.02M -$59.9K -230 -1%
TPM
1606
Triasima Portfolio Management
Quebec, Canada
$4.01M +$916K +3,520 +30%
CAAS
1607
Capital Asset Advisory Services
Michigan
$4.01M -$161K -617 -4%
SCM
1608
Schnieders Capital Management
California
$4.01M -$26.3K -101 -0.7%
NAM
1609
NTV Asset Management
West Virginia
$4M -$130K -500 -3%
JFGIW
1610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.99M -$12.5K -48 -0.3%
SIA
1611
SkyView Investment Advisors
New Jersey
$3.99M -$615K -2,361 -13%
TPI
1612
Trust Point Inc
Wisconsin
$3.98M +$3.98M +15,273 New
IUHSA
1613
Itau Unibanco Holding S.A.
Brazil
$3.97M -$1.02M -3,912 -20%
WAC
1614
William Allan Corp
Colorado
$3.97M -$20.6K -79 -0.5%
DGAM
1615
Desjardins Global Asset Management
Quebec, Canada
$3.96M +$260K +999 +7%
DA
1616
Doliver Advisors
Texas
$3.96M -$14.8K -57 -0.4%
SFM
1617
Signet Financial Management
New Jersey
$3.94M -$61.2K -235 -2%
FCP
1618
Fidelis Capital Partners
Florida
$3.94M +$1.09M +4,181 +38%
FSC
1619
Full Sail Capital
Oklahoma
$3.93M +$25.5K +98 +0.7%
OM
1620
OV Management
Minnesota
$3.93M +$3.93M +15,108 New
WCM
1621
Wunderlich Capital Managemnt
Tennessee
$3.93M -$169K -651 -4%
ST
1622
Smithfield Trust
Pennsylvania
$3.92M -$33.3K -128 -0.8%
VFM
1623
Viking Fund Management
North Dakota
$3.91M
KF
1624
Krilogy Financial
Missouri
$3.9M -$241K -924 -6%
AFP
1625
Ausdal Financial Partners
Iowa
$3.9M +$20.8K +80 +0.5%