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 %
GSEP
1776
Golden State Equity Partners
California
$3.1M +$781 +3 +0%
DTL
1777
Dynamic Technology Lab
Singapore
$3.08M +$709K +2,723 +30%
MMG
1778
Monetary Management Group
Missouri
$3.07M -$298K -1,145 -9%
GCS
1779
Gordian Capital (Singapore)
Singapore
$3.07M +$60.1K +231 +2%
KWM
1780
Koa Wealth Management
California
$3.07M +$3.07M +11,778 New
DL
1781
DOHJ LLC
Washington
$3.06M +$374K +1,436 +14%
WWM
1782
WT Wealth Management
Arizona
$3.05M +$1.29M +4,937 +73%
LI
1783
Louisbourg Investments
New Brunswick, Canada
$3.05M +$3.05M +14,118 New
WP
1784
WealthShield Partners
North Carolina
$3.05M +$64.8K +249 +2%
AWA
1785
Aaron Wealth Advisors
Illinois
$3.04M -$4.09M -15,726 -57%
KMWM
1786
Keudell/Morrison Wealth Management
Oregon
$3.03M -$8.59K -33 -0.3%
LFA
1787
Legacy Financial Advisors
Kentucky
$3.03M +$231K +886 +8%
BSB
1788
Bangor Savings Bank
Maine
$3.02M -$115K -440 -4%
UAS
1789
United Asset Strategies
New York
$3M +$65.9K +253 +2%
MBT
1790
Montecito Bank & Trust
California
$2.99M +$66.1K +254 +2%
WP
1791
WealthPLAN Partners
Nebraska
$2.99M +$81.5K +313 +3%
WSCM
1792
Wellington Shields Capital Management
New York
$2.98M +$1.26M +4,850 +74%
GWMR
1793
GC Wealth Management RIA
Massachusetts
$2.97M +$2.97M +11,422 New
FGP
1794
Foyston, Gordon, & Payne
Ontario, Canada
$2.97M +$76.8K +295 +3%
AIS
1795
American Investment Services
Massachusetts
$2.97M +$5.73K +22 +0.2%
CNBT
1796
Canandaigua National Bank & Trust
New York
$2.97M -$61.2K -235 -2%
VFA
1797
Voya Financial Advisors
Connecticut
$2.96M +$47.9K +184 +2%
DWM
1798
Darwin Wealth Management
Florida
$2.96M -$269K -1,033 -8%
HA
1799
Harfst & Associates
Wyoming
$2.96M -$52.3K -201 -2%
EHWM
1800
Eads & Heald Wealth Management
Georgia
$2.96M -$30.5K -117 -1%