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 %
APGDR
2101
Absoluto Partners Gestao de Recursos
Brazil
$1.84M -$504K -1,937 -22%
SSW
2102
Stone Summit Wealth
Florida
$1.84M -$84.9K -326 -4%
ZIG
2103
Zullo Investment Group
Pennsylvania
$1.84M +$17.2K +66 +0.9%
LWA
2104
Lineweaver Wealth Advisors
Ohio
$1.84M +$97.4K +374 +6%
EI
2105
Ellevest Inc
New York
$1.83M +$69.5K +267 +4%
AC
2106
Aristides Capital
Kentucky
$1.82M
VSAM
2107
Value Star Asset Management
Hong Kong
$1.82M +$781K +3,000 +75%
HIC
2108
Holderness Investments Company
North Carolina
$1.82M +$2.6K +10 +0.1%
FWA
2109
FOCUS Wealth Advisors
Texas
$1.82M +$37.2K +143 +2%
AMCA
2110
Arthur M. Cohen & Associates
Illinois
$1.82M +$213K +819 +13%
JIC
2111
Joel Isaacson & Co
New York
$1.81M +$60.4K +232 +3%
TWM
2112
Tolleson Wealth Management
Texas
$1.81M -$805K -3,093 -31%
WAAG
2113
Wealth Alliance Advisory Group
Kansas
$1.81M +$116K +444 +7%
BOC
2114
Barbara Oil Co
Illinois
$1.81M
CW
2115
Channel Wealth
California
$1.81M +$465K +1,786 +35%
MA
2116
MONECO Advisors
Connecticut
$1.81M +$289K +1,111 +19%
VCM
2117
Virtue Capital Management
Tennessee
$1.8M -$221K -850 -11%
A
2118
AlphaQuest
New York
$1.8M +$1.8M +6,913 New
GPFA
2119
Game Plan Financial Advisors
Ohio
$1.8M +$1.8M +6,907 New
SIA
2120
Schear Investment Advisers
Ohio
$1.79M +$1.04K +4 +0.1%
HWMA
2121
Heritage Wealth Management (Arizona)
Arizona
$1.79M +$1.79M +6,879 New
SAM
2122
Synergy Asset Management
Washington
$1.79M +$437K +1,679 +32%
AIM
2123
Aspen Investment Management
Michigan
$1.79M +$29.4K +113 +2%
FTWA
2124
Fifth Third Wealth Advisors
Ohio
$1.78M +$318K +1,223 +22%
GPA
2125
Guerra Pan Advisors
New Jersey
$1.78M +$128K +492 +8%