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 %
RB
2176
Renasant Bank
Mississippi
$1.62M -$51K -196 -3%
DCM
2177
Davis Capital Management
Florida
$1.62M +$1.62M +6,231 New
FIM
2178
Freedom Investment Management
Connecticut
$1.62M +$89.6K +344 +6%
BBNA
2179
Bremer Bank National Association
Minnesota
$1.62M -$44.3K -170 -3%
DFG
2180
Delta Financial Group
New Jersey
$1.62M -$39.6K -152 -2%
FCAS
2181
First Command Advisory Services
Texas
$1.62M -$260 -1 -0%
MWM
2182
MGB Wealth Management
Texas
$1.61M +$1.61M +6,184 New
RCM
2183
Riverpark Capital Management
New York
$1.61M
UBV
2184
United Bank (Virginia)
Virginia
$1.6M
GAB
2185
German American Bancorp
Indiana
$1.6M -$1.56K -6 -0.1%
CA
2186
Claro Advisors
Massachusetts
$1.59M +$127K +487 +9%
MCM
2187
Monument Capital Management
Virginia
$1.59M +$65.6K +252 +4%
ZIG
2188
Zuckerman Investment Group
Illinois
$1.59M +$775K +2,975 +95%
MIM
2189
Moseley Investment Management
Florida
$1.59M +$108K +414 +7%
OA
2190
Operose Advisors
Wisconsin
$1.59M -$5.21K -20 -0.3%
HAI
2191
Hennessy Advisors Inc
California
$1.59M -$234K -900 -13%
GFPC
2192
Global Financial Private Client
Florida
$1.59M +$318K +1,223 +25%
OFS
2193
Orrstown Financial Services
Pennsylvania
$1.58M +$1.58M +6,086 New
TSW
2194
Three Seasons Wealth
Utah
$1.58M -$84.4K -324 -5%
NRD
2195
Nebula Research & Development
New York
$1.57M +$1.57M +6,049 New
AGWCA
2196
Annis Gardner Whiting Capital Advisors
Florida
$1.57M +$423K +1,625 +37%
OWA
2197
Opal Wealth Advisors
New York
$1.57M +$24.5K +94 +2%
TIA
2198
Traphagen Investment Advisors
New Jersey
$1.56M +$59.4K +228 +4%
VBCG
2199
Valley Brook Capital Group
Pennsylvania
$1.56M +$2.08K +8 +0.1%
EWA
2200
Etesian Wealth Advisors
Oregon
$1.56M -$31.2K -120 -2%