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 %
LT
2051
Lindsell Train
United Kingdom
$2.01M +$104K +400 +5%
HIC
2052
Harvey Investment Company
Kentucky
$2M
CFP
2053
Catalyst Financial Partners
Massachusetts
$2M +$103K +395 +5%
PHIMC
2054
Private Harbour Investment Management & Counsel
Ohio
$1.99M -$143K -551 -7%
FPFS
2055
First Personal Financial Services
North Carolina
$1.99M -$19.3K -74 -1%
FFA
2056
Fortune Financial Advisors
Kansas
$1.98M +$84.9K +326 +4%
AF
2057
Apexium Financial
Texas
$1.98M +$1.01M +3,889 +104%
MPPLM
2058
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.98M +$125K +481 +7%
FF
2059
Fluent Financial
Texas
$1.98M -$511K -1,963 -21%
FTIS
2060
First Trust Investment Solutions
Florida
$1.97M +$1.97M +7,577 New
BFA
2061
Beacon Financial Advisory
Ohio
$1.97M -$4.17K -16 -0.2%
WLG
2062
Williamson Legacy Group
Indiana
$1.96M +$1.96M +7,544 New
BCM
2063
Barden Capital Management
Texas
$1.96M +$256K +1,093 +15%
OIS
2064
Okabena Investment Services
Minnesota
$1.95M +$267K +1,025 +16%
WIC
2065
Wilkins Investment Counsel
Massachusetts
$1.95M -$65.1K -250 -3%
RBC
2066
Romano Brothers & Co
Illinois
$1.95M -$25.8K -99 -1%
OBWG
2067
Onyx Bridge Wealth Group
New York
$1.95M +$234K +898 +14%
PFWA
2068
Paces Ferry Wealth Advisors
Georgia
$1.95M -$3.91K -15 -0.2%
CCG
2069
Chatham Capital Group
Georgia
$1.95M -$27.3K -105 -1%
MSFS
2070
Main Street Financial Solutions
Pennsylvania
$1.95M +$22.1K +85 +1%
AFG
2071
Alterity Financial Group
Maine
$1.95M -$31.8K -122 -2%
SAM
2072
Secure Asset Management
Michigan
$1.94M -$21.6K -83 -1%
ACM
2073
AlphaStar Capital Management
North Carolina
$1.94M -$52.8K -203 -3%
SOAMC
2074
Spirit of America Management Corp
New York
$1.94M +$78.1K +300 +4%
PPWM
2075
Paragon Private Wealth Management
Kentucky
$1.94M -$15.1K -58 -0.8%