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 %
CWM
2276
Centurion Wealth Management
Virginia
$1.4M -$7.29K -28 -0.5%
BPGAM
2277
BTG Pactual Global Asset Management
Bermuda
$1.39M +$63.5K +244 +5%
CFIA
2278
Cantor Fitzgerald Investment Advisors
New York
$1.39M +$1.39M +5,351 New
PWMG
2279
Provence Wealth Management Group
California
$1.39M +$181K +697 +15%
WA
2280
WBH Advisory
Maryland
$1.39M -$14.6K -56 -1%
TIA
2281
Tiemann Investment Advisors
California
$1.39M -$52.1K -200 -4%
AC
2282
Allstate Corporation
Illinois
$1.39M -$61.7K -237 -4%
TPWM
2283
Twelve Points Wealth Management
Massachusetts
$1.39M +$4.69K +18 +0.3%
TNA
2284
True North Advisors
Texas
$1.39M -$30.2K -116 -2%
PWAM
2285
Pinnacle West Asset Management
Wyoming
$1.39M +$62.5K +240 +5%
IP
2286
Investment Partners
Ohio
$1.38M -$41.9K -161 -3%
BMC
2287
Beaton Management Company
Massachusetts
$1.38M -$6.51K -25 -0.5%
UFF
2288
USA Financial Formulas
Michigan
$1.38M +$1.38M +5,282 +27,800%
PWSG
2289
Pacific Wealth Strategies Group
California
$1.38M -$12K -46 -0.9%
Parnassus Investments
2290
Parnassus Investments
California
$1.37M +$194K +745 +16%
LGA
2291
Lebenthal Global Advisors
New York
$1.37M +$221K +850 +19%
TA
2292
TCM Advisors
West Virginia
$1.37M -$1.21M
TF
2293
TLWM Financial
Texas
$1.37M +$3.65K +14 +0.3%
NDSI
2294
Newman Dignan & Sheerar Inc
Rhode Island
$1.37M +$31K +119 +2%
EGM
2295
Engineers Gate Manager
New York
$1.37M -$6.68M -25,656 -83%
LAM
2296
L2 Asset Management
Massachusetts
$1.36M +$1.27M +4,890 +1,409%
DAM
2297
Delta Asset Management
Tennessee
$1.36M -$12.2K -47 -0.9%
ARC
2298
Advisor Resource Council
Texas
$1.35M +$803K +3,084 +146%
DF
2299
Donoghue Forlines
Massachusetts
$1.35M -$53.9K -207 -4%
TC
2300
Trust Company
Kansas
$1.35M -$97.9K -376 -7%