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 %
SC
1676
Solstein Capital
California
$3.55M +$521 +2 +0%
PCMC
1677
Private Capital Management (Colorado)
Colorado
$3.55M -$54.2K -208 -2%
AWM
1678
Aries Wealth Management
Maine
$3.55M -$39.1K -150 -1%
QWM
1679
Quadcap Wealth Management
Texas
$3.55M +$3.55M +13,628 New
1SB
1680
1ST Source Bank
Indiana
$3.55M -$26.3K -101 -0.7%
KFP
1681
KMG Fiduciary Partners
Ohio
$3.54M +$136K +523 +4%
PBT
1682
Pictet Bank & Trust
Bahamas
$3.54M -$581K -2,230 -14%
SACTSONJ
1683
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.54M -$443K -1,700 -11%
ILI
1684
Invesco LLC (Illinois)
Illinois
$3.53M -$19.3K -74 -0.5%
RIM
1685
Redwood Investment Management
Arizona
$3.53M -$1.31M -5,048 -27%
CCA
1686
Catalyst Capital Advisors
New York
$3.49M +$301K +1,155 +9%
SWM
1687
Sugarloaf Wealth Management
Georgia
$3.49M +$108K +415 +3%
EM
1688
Excalibur Management
Massachusetts
$3.47M -$228K -874 -6%
MF
1689
Manchester Financial
California
$3.47M +$14.3K +55 +0.4%
UIA
1690
Ulland Investment Advisors
Minnesota
$3.47M -$51K -196 -1%
PCS
1691
Personal CFO Solutions
New Jersey
$3.47M +$604K +2,319 +21%
AGA
1692
Accuvest Global Advisors
Utah
$3.46M -$66.4K -255 -2%
SIP
1693
Stoneridge Investment Partners
Pennsylvania
$3.46M -$8.07K -31 -0.2%
RWB
1694
RMR Wealth Builders
New Jersey
$3.46M +$148K +570 +4%
BCM
1695
Brasada Capital Management
Texas
$3.45M -$16.7K -64 -0.5%
JC
1696
JB Capital
Connecticut
$3.44M -$1.76M -6,777 -34%
PWPS
1697
Pinnacle Wealth Planning Services
Ohio
$3.44M -$31.5K -121 -0.9%
LAM
1698
Lynch Asset Management
Pennsylvania
$3.44M +$521K +2,000 +18%
CRA
1699
Clear Rock Advisors
Texas
$3.44M +$3.44M +12,432 New
CAC
1700
Certified Advisory Corp
Florida
$3.43M -$4.06M -15,608 -54%