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 %
IP
1851
Intellectus Partners
California
$2.78M +$118K +452 +4%
SSI
1852
Scott & Selber Inc
Texas
$2.78M -$30.5K -117 -1%
RCA
1853
Riverview Capital Advisers
Massachusetts
$2.77M
OCA
1854
Otter Creek Advisors
Florida
$2.77M -$156K -600 -5%
AOWM
1855
Alpha Omega Wealth Management
Virginia
$2.76M -$4.95K -19 -0.2%
SPFA
1856
Summit Place Financial Advisors
New Jersey
$2.76M +$52.1K +200 +2%
ICM
1857
IMS Capital Management
Oregon
$2.75M -$31.5K -121 -1%
MLM
1858
Mount Lucas Management
Pennsylvania
$2.75M +$2.75M +10,575 New
SCP
1859
Shorepoint Capital Partners
Massachusetts
$2.75M -$4.17K -16 -0.2%
RA
1860
Rational Advisors
New York
$2.74M +$621K +2,384 +29%
AAP
1861
Arax Advisory Partners
Colorado
$2.74M +$195K +749 +8%
MC
1862
Martin & Co
Tennessee
$2.74M -$110K -423 -4%
ANB
1863
Amarillo National Bank
Texas
$2.73M +$4.95K +19 +0.2%
LWM
1864
Ledge Wealth Management
Minnesota
$2.73M -$58.8K -226 -2%
AWMT
1865
AAFMAA Wealth Management & Trust
North Carolina
$2.72M +$531K +2,038 +24%
ACM
1866
Arvin Capital Management
Texas
$2.71M +$2.71M +10,428 New
1WA
1867
180 Wealth Advisors
Washington
$2.71M -$190K -733 -7%
CRWM
1868
Castle Rock Wealth Management
California
$2.71M +$85K +328 +3%
RIA
1869
Richwood Investment Advisors
Ohio
$2.71M -$62K -238 -2%
ATWA
1870
Arbor Trust Wealth Advisors
Michigan
$2.71M +$35.1K +135 +1%
GTAM
1871
Global Trust Asset Management
Florida
$2.71M +$79.7K +306 +3%
FWP
1872
FAS Wealth Partners
Kansas
$2.7M +$282K +1,084 +12%
ECG
1873
Edge Capital Group
Georgia
$2.7M +$67.7K +260 +3%
LTAS
1874
Linden Thomas Advisory Services
North Carolina
$2.7M +$556K +2,135 +26%
MFS
1875
Mirabella Financial Services
United Kingdom
$2.7M +$1.72M +6,610 +176%