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 %
GFP
1726
Gryphon Financial Partners
Ohio
$3.28M +$1.15M +4,774 +54%
LAIC
1727
Lederer & Associates Investment Counsel
California
$3.28M -$55.7K -214 -2%
BWAM
1728
Boyd Watterson Asset Management
Ohio
$3.27M +$116K +444 +4%
AIC
1729
Argus Investors Counsel
New York
$3.26M -$5.21K -20 -0.2%
PFBT
1730
Parkside Financial Bank & Trust
Missouri
$3.26M +$384K +1,476 +13%
OCM
1731
Olstein Capital Management
New York
$3.25M -$2.21M -8,500 -40%
UWS
1732
Unique Wealth Strategies
Illinois
$3.25M +$3.25M +12,490 New
CB
1733
Community Bank
New York
$3.25M +$41.7K +160 +1%
FFM
1734
Forum Financial Management
Illinois
$3.25M +$102K +392 +3%
AP
1735
Arlington Partners
Alabama
$3.25M -$32K -123 -1%
IFPG
1736
Intrepid Financial Planning Group
Indiana
$3.24M -$69K -265 -2%
TW
1737
TrinityPoint Wealth
Connecticut
$3.24M -$31.5K -121 -1%
DSC
1738
Duncker Streett & Co
Missouri
$3.24M +$63.8K +245 +2%
OAM
1739
Occidental Asset Management
California
$3.24M +$73.7K +283 +2%
FI
1740
Fosun International
China
$3.23M -$6.39M -24,558 -66%
CGA
1741
Channing Global Advisors
Florida
$3.22M +$43K +165 +1%
PI
1742
PFG Investments
New York
$3.22M +$226K +867 +8%
BFG
1743
Beacon Financial Group
Texas
$3.21M -$321K -1,233 -9%
WC
1744
Waterloo Capital
Texas
$3.21M +$1.35M +5,172 +72%
MAWCM
1745
Mine & Arao Wealth Creation & Management
California
$3.21M -$1.56K -6 -0%
HS
1746
HighVista Strategies
Massachusetts
$3.21M +$937K +3,600 +41%
BHWM
1747
Bar Harbor Wealth Management
New Hampshire
$3.2M +$45.3K +174 +1%
PGIM
1748
Pacific Global Investment Management
California
$3.2M -$20K -77 -0.6%
GCM
1749
Geneva Capital Management
Wisconsin
$3.2M -$160K -616 -5%
EWA
1750
EverSource Wealth Advisors
Alabama
$3.2M +$192K +736 +6%