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 %
CIG
2076
Cascade Investment Group
Colorado
$1.93M +$51.3K +197 +3%
SG
2077
StoneX Group
New York
$1.93M +$61.2K +235 +3%
AT
2078
Arden Trust
Delaware
$1.93M -$118K -453 -6%
DIM
2079
Delta Investment Management
California
$1.93M -$66.1K -254 -3%
WAM
2080
WealthTrust Asset Management
Florida
$1.92M -$170K -654 -8%
EGA
2081
E&G Advisors
Texas
$1.92M -$2.08K -8 -0.1%
SL
2082
SFM LLC
New Hampshire
$1.92M +$1.92M +7,375 New
SCM
2083
Spreng Capital Management
Ohio
$1.92M -$39.8K -153 -2%
VU
2084
Vanderbilt University
Tennessee
$1.91M +$314K +1,205 +20%
PW
2085
Peninsula Wealth
California
$1.9M -$10.9K -42 -0.6%
LA
2086
Legacy Advisors
Pennsylvania
$1.9M +$342K +1,315 +22%
HEIP
2087
Hudson Edge Investment Partners
New Jersey
$1.9M -$5.21K -20 -0.3%
PHS
2088
Pekin Hardy Strauss
Illinois
$1.9M -$10.4K -40 -0.5%
AA
2089
Argent Advisors
Louisiana
$1.9M +$3.12K +12 +0.2%
PBC
2090
Pavion Blue Capital
California
$1.89M -$14.6K -56 -0.8%
LWM
2091
Lodestone Wealth Management
Washington
$1.88M +$41.7K +160 +2%
EFG
2092
Everhart Financial Group
Ohio
$1.87M +$248K +953 +15%
SFWC
2093
Strategic Family Wealth Counselors
New Jersey
$1.87M
CFA
2094
Camarda Financial Advisors
Florida
$1.86M +$102K +390 +6%
XF
2095
XML Financial
Maryland
$1.85M -$159K -609 -8%
BTI
2096
Blue Trust Inc
Georgia
$1.85M +$122K +529 +7%
CFCI
2097
Comprehensive Financial Consultants Institutional
Indiana
$1.85M +$153K +587 +9%
CPC
2098
Congress Park Capital
New York
$1.84M
EWM
2099
EPG Wealth Management
Georgia
$1.84M +$79.2K +287 +4%
FI
2100
Financial Insights
Washington
$1.84M +$34.6K +133 +2%