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 %
CA
2301
Cambridge Advisors
Nebraska
$1.35M +$260 +1 +0%
RC
2302
RBO & Co
California
$1.35M
GA
2303
GFS Advisors
Texas
$1.35M +$465K +1,787 +53%
EFL
2304
ERn Financial LLC
Wisconsin
$1.35M +$50.9K +190 +4%
CP
2305
Canopy Partners
Ohio
$1.35M +$1.35M +5,171 New
FCB
2306
First County Bank
Connecticut
$1.35M +$5.73K +22 +0.4%
MCM
2307
Mainstay Capital Management
Michigan
$1.35M +$181K +695 +16%
FA
2308
Fountainhead AM
New Jersey
$1.34M +$93.5K +359 +7%
SF
2309
Slagle Financial
Illinois
$1.34M +$648K +4,959 +93%
NFG
2310
Northeast Financial Group
Pennsylvania
$1.34M -$515K -1,977 -28%
TI
2311
Truepoint Inc
Ohio
$1.34M +$501K +1,926 +60%
HG
2312
Herbst Group
Connecticut
$1.34M
SOS
2313
Silver Oak Securities
Tennessee
$1.34M +$358K +1,374 +36%
AF
2314
Advisornet Financial
Minnesota
$1.34M +$34.4K +132 +3%
MCWS
2315
McKinley Carter Wealth Services
West Virginia
$1.33M +$16.4K +63 +1%
MCA
2316
Magnolia Capital Advisors
Mississippi
$1.33M +$345K +1,244 +35%
WHC
2317
Wulff, Hansen & Co
California
$1.33M +$325K +1,250 +32%
CIM
2318
Caldwell Investment Management
Ontario, Canada
$1.33M
TWA
2319
TCI Wealth Advisors
Arizona
$1.33M +$10.4K +40 +0.8%
AC
2320
AXQ Capital
New Jersey
$1.33M
VA
2321
Valmark Advisers
Ohio
$1.32M +$529K +2,032 +67%
SIM
2322
Sterling Investment Management
Arizona
$1.32M +$16.4K +63 +1%
IWN
2323
Independent Wealth Network
Iowa
$1.32M +$181K +695 +16%
KIG
2324
Kennedy Investment Group
New Jersey
$1.32M -$41.7K -160 -3%
TF
2325
Trek Financial
Arizona
$1.32M -$101K -388 -7%