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 %
FC
2201
Fulcrum Capital
Washington
$1.56M -$18.7K -72 -1%
MW
2202
Maia Wealth
Colorado
$1.56M +$1.56M +5,974 New
CM
2203
Caption Management
Oklahoma
$1.55M +$1.55M +5,960 New
IIC
2204
Ironwood Investment Counsel
Arizona
$1.55M +$1.04K +4 +0.1%
CP
2205
Covenant Partners
Tennessee
$1.55M -$8.85K -34 -0.6%
PSP
2206
Principal Street Partners
Tennessee
$1.54M -$28.6K -110 -2%
WP
2207
Westmount Partners
California
$1.54M -$35.1K -135 -2%
AI
2208
Accredited Investors
Minnesota
$1.54M +$3.91K +15 +0.3%
MMPW
2209
Mitchell McLeod Pugh & Williams
Alabama
$1.54M
FFC
2210
First Financial Corp
Indiana
$1.53M +$39.3K +151 +3%
FCM
2211
Fortis Capital Management
Washington
$1.53M +$165K +632 +12%
TAM
2212
Tealwood Asset Management
Minnesota
$1.53M -$19.3K -74 -1%
CSI
2213
Cross Staff Investments
New York
$1.53M +$67.2K +258 +5%
Jacobs Levy Equity Management
2214
Jacobs Levy Equity Management
New Jersey
$1.52M -$1.74M -6,691 -53%
CPSC
2215
Carl P. Sherr & Co
Massachusetts
$1.52M -$7.03K -27 -0.5%
CIM
2216
Corda Investment Management
Texas
$1.52M -$11.2K -43 -0.7%
VWM
2217
Vigilare Wealth Management
Arizona
$1.51M +$521 +2 +0%
DOA
2218
D'Orazio & Associates
Virginia
$1.51M +$75.5K +290 +5%
SFG
2219
Sovereign Financial Group
Connecticut
$1.51M +$49.2K +189 +3%
GKWIM
2220
Gerber Kawasaki Wealth & Investment Management
California
$1.5M -$107K -412 -7%
LWL
2221
Leo Wealth LLC
Texas
$1.5M +$1.5M +5,698 New
WIM
2222
WealthPlan Investment Management
Nebraska
$1.5M +$50.8K +195 +4%
TLCM
2223
Twin Lakes Capital Management
California
$1.5M -$157K -604 -9%
CIP
2224
Capital Insight Partners
Arizona
$1.49M -$6.51K -25 -0.4%
HIM
2225
Harbour Investment Management
Washington
$1.49M -$18K -69 -1%