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 %
FFA
2226
Founders Financial Alliance
North Carolina
$1.49M +$69.8K +268 +5%
CCA
2227
Childress Capital Advisors
Texas
$1.49M +$45K +173 +3%
SMH
2228
Sanders Morris Harris
Texas
$1.49M -$924K -3,533 -38%
IWA
2229
IVC Wealth Advisors
Pennsylvania
$1.49M -$52.1K -200 -3%
XWM
2230
Xcel Wealth Management
Florida
$1.48M
GAM
2231
Grandview Asset Management
Pennsylvania
$1.48M +$7.29K +28 +0.5%
GIA
2232
Guyasuta Investment Advisors
Pennsylvania
$1.48M -$101K -387 -6%
EIA
2233
Eastover Investment Advisors
North Carolina
$1.48M +$31K +119 +2%
OWA
2234
One Wealth Advisors
California
$1.47M +$130K +498 +10%
GEM
2235
Global Endowment Management
North Carolina
$1.47M +$216K +830 +17%
AIC
2236
Archer Investment Corporation
Indiana
$1.47M -$25.3K -97 -2%
PIA
2237
Perennial Investment Advisors
California
$1.47M -$52.1K -200 -3%
GC
2238
Gilbert & Cook
Iowa
$1.47M +$41.1K +158 +3%
SAF
2239
Smith Anglin Financial
Texas
$1.46M -$1.04K -4 -0.1%
B
2240
Barings
North Carolina
$1.46M -$18K -69 -1%
SAM
2241
Summit Asset Management
Tennessee
$1.46M +$260 +1 +0%
MCM
2242
Manchester Capital Management
Vermont
$1.46M +$106K +408 +8%
CIA
2243
Cape Investment Advisory
Georgia
$1.46M +$36.2K +139 +3%
WKSWA
2244
White Knight Strategic Wealth Advisors
New Jersey
$1.46M -$7.81K -30 -0.5%
ATC
2245
Adirondack Trust Company
New York
$1.46M -$42.7K -151 -3%
CCM
2246
Conway Capital Management
California
$1.46M
LCM
2247
Leisure Capital Management
California
$1.45M -$250K -959 -15%
LA
2248
Lindenwold Advisors
Pennsylvania
$1.45M -$2.6K -10 -0.2%
GIM
2249
Gold Investment Management
Alberta, Canada
$1.45M +$1.45M +5,572 New
CAMV
2250
Concord Asset Management (Virginia)
Virginia
$1.45M +$545K +2,095 +60%