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 %
OPW
1926
Oxler Private Wealth
New York
$2.5M -$1.59M -6,115 -39%
CPRC
1927
Consolidated Portfolio Review Corp
New York
$2.5M -$57K -219 -2%
TWM
1928
Thrive Wealth Management
Pennsylvania
$2.5M -$18.7K -72 -0.7%
BCP
1929
Blackhawk Capital Partners
Wisconsin
$2.49M -$316K -1,215 -11%
BMO
1930
Beck Mack & Oliver
New York
$2.48M +$319K +1,225 +15%
GCP
1931
GSA Capital Partners
United Kingdom
$2.48M +$2.48M +9,518 New
TGCMU
1932
Titan Global Capital Management USA
New York
$2.48M -$13.5K -52 -0.5%
TFP
1933
Tilia Fiduciary Partners
North Carolina
$2.48M +$29.7K +114 +1%
DC
1934
DeDora Capital
California
$2.47M +$40.4K +155 +2%
BCM
1935
BlueCrest Capital Management
Jersey
$2.46M -$884K -3,395 -26%
KF
1936
KKM Financial
Illinois
$2.46M +$2.46M +9,455 New
JWCA
1937
J.W. Coons Advisors
Ohio
$2.46M +$28.1K +108 +1%
BWP
1938
Balboa Wealth Partners
Arizona
$2.46M +$368K +1,412 +18%
NW
1939
Naviter Wealth
Arkansas
$2.46M +$429K +1,647 +21%
REMPR
1940
Roof Eidam Maycock Peralta (REMP)
California
$2.46M -$26K -100 -1%
IIA
1941
IPG Investment Advisors
California
$2.46M +$1.21M +4,642 +97%
MFG
1942
MidWestOne Financial Group
Iowa
$2.45M -$45.3K -174 -2%
GM
1943
GeoWealth Management
Illinois
$2.44M +$2.25M +8,632 +1,148%
AA
1944
Auxano Advisors
Washington
$2.44M -$15.4K -59 -0.6%
ACL
1945
Applied Capital LLC
Florida
$2.44M -$102K -390 -4%
CF
1946
Centaurus Financial
California
$2.44M +$166K +637 +7%
CFM
1947
Capricorn Fund Managers
United Kingdom
$2.44M
SAM
1948
Smartleaf Asset Management
Massachusetts
$2.43M +$2.43M +9,405 New
CCG
1949
Catalina Capital Group
California
$2.43M +$2.43M +9,330 New
SFPG
1950
Stonebridge Financial Planning Group
Florida
$2.43M -$45.6K -175 -2%