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 %
VT
1976
Vise Technologies
New York
$2.31M -$24.5K -94 -1%
OC
1977
Oakworth Capital
Alabama
$2.31M +$88.8K +341 +4%
WAG
1978
Winthrop Advisory Group
Massachusetts
$2.3M +$596K +2,289 +35%
AW
1979
Alaethes Wealth
Nevada
$2.3M +$9.63K +37 +0.4%
BB
1980
Bell Bank
North Dakota
$2.3M -$40.1K -154 -2%
FWM
1981
ForthRight Wealth Management
Georgia
$2.29M -$249K -956 -10%
CA
1982
Callahan Advisors
Texas
$2.29M +$12.8K +49 +0.6%
TNAM
1983
Terra Nova Asset Management
New York
$2.29M -$105K -405 -4%
LWM
1984
Laidlaw Wealth Management
New York
$2.28M -$735K -2,825 -24%
FPCP
1985
Fort Point Capital Partners
California
$2.27M +$4.17K +16 +0.2%
RWP
1986
Revolve Wealth Partners
New Jersey
$2.26M +$250K +961 +12%
SAI
1987
Systematic Alpha Investments
New Jersey
$2.26M
Verition Fund Management
1988
Verition Fund Management
Connecticut
$2.26M -$2.72M -10,429 -55%
RZH
1989
Relyea Zuckerberg Hanson
Connecticut
$2.25M +$854K +3,281 +61%
DRS
1990
Deane Retirement Strategies
Louisiana
$2.24M -$2.86K -11 -0.1%
JGCM
1991
Joseph Group Capital Management
Ohio
$2.24M +$56.2K +216 +3%
ITIM
1992
Indiana Trust & Investment Management
Indiana
$2.24M -$14.3K -55 -0.6%
DA
1993
DCM Advisors
New York
$2.23M +$502K +1,927 +29%
SXL
1994
Summit X LLC
Missouri
$2.23M +$128K +492 +6%
SW
1995
SkyOak Wealth
Michigan
$2.22M -$121K -466 -5%
SC
1996
Savoie Capital
Illinois
$2.21M
CB
1997
CNB Bank
Pennsylvania
$2.21M +$148K +568 +7%
AWC
1998
Abundance Wealth Counselors
Pennsylvania
$2.21M +$38K +146 +2%
MSFP
1999
Mark Sheptoff Financial Planning
Connecticut
$2.21M
RIA
2000
Regal Investment Advisors
Michigan
$2.2M +$20.6K +79 +0.9%