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 %
CWM
1951
Compass Wealth Management
Connecticut
$2.43M
RIA
1952
Realta Investment Advisors
Delaware
$2.42M +$151K +580 +7%
VBWMG
1953
Von Berge Wealth Management Group
California
$2.42M +$2.42M +9,163 New
HCCM
1954
Hudson Canyon Capital Management
New York
$2.42M -$54.4K -209 -2%
GC
1955
Gratus Capital
Georgia
$2.42M +$1.81M +6,960 +300%
CIA
1956
Compass Ion Advisors
Pennsylvania
$2.41M -$18.7K -72 -0.8%
PTP
1957
Platform Technology Partners
New York
$2.41M -$334K -1,214 -12%
PCM
1958
Princeton Capital Management
New Jersey
$2.41M +$50.5K +194 +2%
GWSG
1959
GPS Wealth Strategies Group
Colorado
$2.4M -$107K -410 -4%
AFG
1960
Atomi Financial Group
New York
$2.4M +$1.02M +3,902 +73%
DCM
1961
Davidson Capital Management
Texas
$2.4M +$49.7K +191 +2%
HAC
1962
Harbor Advisory Corp
New Hampshire
$2.4M -$133K -510 -5%
CCA
1963
Criterion Capital Advisors
Tennessee
$2.4M +$2.4M +9,209 New
BWG
1964
Boomfish Wealth Group
Georgia
$2.39M +$2.39M +9,173 New
RC
1965
RDST Capital
Washington
$2.38M -$174K -670 -7%
GDP
1966
Great Diamond Partners
Maine
$2.38M -$10.2K -39 -0.4%
FFO
1967
Fiduciary Family Office
Florida
$2.37M +$2.37M +9,109 New
GSWM
1968
Greenup Street Wealth Management
Michigan
$2.37M -$567K -2,176 -19%
SCI
1969
S&CO Inc
Massachusetts
$2.36M +$26K +100 +1%
WCM
1970
Weaver Capital Management
Georgia
$2.35M +$2.35M +9,029 New
LD
1971
Lipe & Dalton
New York
$2.35M -$26K -100 -1%
KCM
1972
Kathmere Capital Management
Pennsylvania
$2.35M -$56K -215 -2%
BAM
1973
Byrne Asset Management
New Jersey
$2.34M -$34.2K -132 -1%
CT
1974
Columbia Trust
Oregon
$2.34M +$294K +1,128 +14%
LPT
1975
Legacy Private Trust
Wisconsin
$2.33M -$21.1K -81 -0.9%