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 %
FM
1651
Freemont Management
Switzerland
$3.7M
ETC
1652
Exchange Traded Concepts
Oklahoma
$3.69M -$1.64M -6,294 -31%
BWM
1653
BNC Wealth Management
Oregon
$3.69M +$2.52M +9,693 +217%
AC
1654
AlphaCore Capital
California
$3.68M +$88K +338 +2%
NCM
1655
Northside Capital Management
Oregon
$3.68M
AC
1656
AMS Capital
Brazil
$3.67M +$3.67M +14,104 New
CIAS
1657
Capital Investment Advisory Services
North Carolina
$3.67M -$39.3K -151 -1%
NL
1658
NVWM LLC
Pennsylvania
$3.67M -$93.5K -359 -2%
ACM
1659
Alcosta Capital Management
California
$3.67M -$22.9K -88 -0.6%
SFG
1660
SevenBridge Financial Group
Pennsylvania
$3.67M +$56K +215 +2%
FRA
1661
Front Row Advisors
California
$3.66M -$32.5K -125 -0.9%
MYIA
1662
Mount Yale Investment Advisors
Colorado
$3.66M -$77.3K -297 -2%
SFS
1663
Stiles Financial Services
Minnesota
$3.66M -$4.17K -16 -0.1%
TW
1664
Transform Wealth
Colorado
$3.66M +$22.7K +87 +0.6%
BPCA
1665
Bank Pictet & Cie (Asia)
Singapore
$3.65M -$611K -2,348 -14%
NHT
1666
New Hampshire Trust
New Hampshire
$3.64M +$11.2K +43 +0.3%
IFWM
1667
Institute for Wealth Management
Colorado
$3.63M -$5.99K -23 -0.2%
NC
1668
Northcape Capital
Australia
$3.63M -$420K -1,613 -10%
WPC
1669
Wedmont Private Capital
Pennsylvania
$3.62M +$438K +1,669 +14%
PCG
1670
Prosperity Consulting Group
Maryland
$3.61M +$293K +1,125 +9%
BCM
1671
Buckhead Capital Management
Georgia
$3.6M +$28.1K +108 +0.8%
RF
1672
Robbins Farley
New Hampshire
$3.6M -$232K -892 -6%
LHC
1673
Little House Capital
Massachusetts
$3.59M +$170K +652 +5%
FMTCOCP
1674
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.57M -$152K -584 -4%
RBA
1675
Richard Bernstein Advisors
New York
$3.55M +$2.08K +8 +0.1%