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 %
PP
2001
PDS Planning
Ohio
$2.2M +$149K +571 +7%
SA
2002
SRN Advisors
Pennsylvania
$2.2M +$197K +757 +10%
CPC
2003
Consolidated Planning Corp
Georgia
$2.19M +$204K +785 +10%
AA
2004
Altman Advisors
Illinois
$2.18M -$325K -1,249 -13%
DS
2005
DRW Securities
Illinois
$2.18M -$1.93M -7,407 -47%
IC
2006
Inscription Capital
Texas
$2.18M +$471K +1,809 +28%
DCM
2007
Dudley Capital Management
Virginia
$2.18M
SWM
2008
Sculati Wealth Management
Michigan
$2.17M +$66.9K +257 +3%
MFP
2009
Meridian Financial Partners
Virginia
$2.17M +$63.3K +236 +3%
CCMW
2010
Cypress Capital Management (Wyoming)
Wyoming
$2.16M -$63.8K -245 -3%
CWM
2011
Circle Wealth Management
New Jersey
$2.16M +$260 +1 +0%
SFM
2012
Systematic Financial Management
New Jersey
$2.16M
VCP
2013
Verus Capital Partners
Arizona
$2.16M -$95.8K -368 -4%
NB
2014
Northwest Bancshares
Pennsylvania
$2.14M -$45K -173 -2%
CGFA
2015
Colton Groome Financial Advisors
North Carolina
$2.14M +$317K +1,217 +17%
EA
2016
Ellsworth Advisors
Ohio
$2.13M -$5.23M -20,093 -71%
DAM
2017
Derbend Asset Management
Georgia
$2.12M +$7.55K +29 +0.4%
FHC
2018
First Heartland Consultants
Missouri
$2.12M -$102K -390 -5%
BLC
2019
Brown, Lisle/Cummings
Rhode Island
$2.11M -$13.3K -51 -0.6%
PDL
2020
Portfolio Design Labs
California
$2.1M +$2.1M +8,069 New
EL
2021
EMFO LLC
Florida
$2.09M -$182K -700 -8%
9WM
2022
9258 Wealth Management
Ohio
$2.09M +$361K +1,387 +21%
SLC
2023
Second Line Capital
Louisiana
$2.09M +$2.09M +8,030 New
CRI
2024
Commonwealth Retirement Investments
Virginia
$2.09M +$2.09M +8,028 New
BIA
2025
Benchmark Investment Advisors
Illinois
$2.09M -$761K -2,924 -27%