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 %
SFG
2026
Snider Financial Group
Washington
$2.08M +$104K +398 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
2027
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.08M -$2.06M -7,931 -50%
SP
2028
Stonebrook Private
Michigan
$2.07M +$2.07M +7,967 New
FPAS
2029
Focus Partners Advisor Solutions
Missouri
$2.07M +$220K +845 +12%
ACMA
2030
Arbor Capital Management (Alaska)
Alaska
$2.07M -$70.7K -274 -3%
PIWA
2031
Prevail Innovative Wealth Advisors
Kansas
$2.07M +$116K +445 +6%
RMC
2032
Resources Management Corp
Connecticut
$2.07M -$21.6K -83 -1%
CFG
2033
Cooper Financial Group
California
$2.06M +$124K +476 +6%
GLA
2034
Good Life Advisors
Pennsylvania
$2.06M -$1.48M -5,678 -42%
GWM
2035
Gray Wealth Management
Maine
$2.06M +$57.8K +222 +3%
HAG
2036
HF Advisory Group
Maryland
$2.06M +$333K +1,280 +19%
JSC
2037
J. Stern & Co
United Kingdom
$2.05M +$2.05M +7,510 New
UAML
2038
US Asset Management LLC
Pennsylvania
$2.05M +$2.05M +7,880 New
NAMP
2039
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.05M
BA
2040
Ballast Advisors
Minnesota
$2.05M +$46.1K +177 +2%
IA
2041
Icon Advisers
Colorado
$2.04M
JHCP
2042
Jackson Hole Capital Partners
Oklahoma
$2.03M -$1.47M -5,647 -42%
SDWIA
2043
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.03M -$43.7K -168 -2%
KSWA
2044
Kathleen S. Wright Associates
Pennsylvania
$2.03M
TP
2045
Tranquility Partners
Tennessee
$2.02M -$92.7K -356 -4%
BCA
2046
Bay Colony Advisors
Massachusetts
$2.02M -$13K -50 -0.6%
CASB
2047
Cape Ann Savings Bank
Massachusetts
$2.02M +$22.1K +81 +1%
CC
2048
Constitution Capital
Connecticut
$2.01M +$108K +415 +6%
MMH
2049
Menora Mivtachim Holdings
Israel
$2.01M +$1.31M +5,030 +186%
SPIS
2050
Steward Partners Investment Solutions
Oregon
$2.01M +$2.01M +7,708 New