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 %
AWG
2126
Altus Wealth Group
Colorado
$1.78M +$1.3K +5 +0.1%
QC
2127
Quent Capital
New York
$1.78M +$104K +401 +6%
MS
2128
Maven Securities
Jersey
$1.77M +$675K +2,592 +61%
IFS
2129
Intelligent Financial Strategies
Minnesota
$1.77M -$2.6K -10 -0.1%
MFC
2130
Mechanics Financial Corp
Ohio
$1.76M +$29.9K +115 +2%
BLAM
2131
Bourne Lent Asset Management
New York
$1.76M
EFSCE
2132
Enterprise Financial Services Corp (EFSC)
Missouri
$1.76M +$131K +505 +8%
PMSA
2133
Patrick M. Sweeney & Associates
Illinois
$1.75M +$1.75M +6,728 New
LA
2134
Lynch & Associates
Indiana
$1.75M +$241K +926 +16%
CPIA
2135
Cornell Pochily Investment Advisors
New York
$1.75M +$17.7K +68 +1%
KCIC
2136
Kuhn & Co Investment Counsel
Illinois
$1.75M +$1.75M +6,713 New
AL
2137
Aspiriant LLC
California
$1.74M +$40.1K +154 +2%
MFFIA
2138
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.74M
SHFA
2139
SC&H Financial Advisors
Maryland
$1.73M -$8.07K -31 -0.5%
NPA
2140
Nichols & Pratt Advisers
Massachusetts
$1.73M
NF
2141
Nvest Financial
New Hampshire
$1.73M +$285K +1,093 +20%
NGA
2142
Naples Global Advisors
Florida
$1.73M -$26K -100 -1%
IWA
2143
Invera Wealth Advisors
Oregon
$1.73M +$1.73M +6,643 New
PSB
2144
Piscataqua Savings Bank
New Hampshire
$1.73M -$9.89K -38 -0.6%
WI
2145
Wafra Inc
New York
$1.73M -$8.44M -32,405 -83%
CAM
2146
Covenant Asset Management
New Jersey
$1.73M
SQA
2147
Simon Quick Advisors
New Jersey
$1.72M -$40.1K -154 -2%
FMWA
2148
Forvis Mazars Wealth Advisors
Missouri
$1.72M +$55.2K +212 +3%
TWM
2149
TriaGen Wealth Management
California
$1.71M -$1.75M -6,703 -50%
RFM
2150
Royal Fund Management
Florida
$1.71M +$90.6K +348 +6%