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 %
AB
2326
Atlas Brown
Kentucky
$1.31M +$260 +1 +0%
SI
2327
Symmetry Investments
Jersey
$1.31M +$1.31M +5,035 New
APW
2328
Austin Private Wealth
Texas
$1.31M +$137K +526 +12%
JWM
2329
Jessup Wealth Management
Ohio
$1.31M -$274K -1,051 -17%
BFIC
2330
Bedell Frazier Investment Counselling
California
$1.31M -$11.2K -43 -0.9%
FCFC
2331
First Commonwealth Financial Corp
Pennsylvania
$1.31M -$198K -761 -13%
AIM
2332
Alhambra Investment Management
Florida
$1.3M +$16.1K +62 +1%
OL
2333
Optas LLC
Texas
$1.3M -$49.2K -189 -4%
DWM
2334
Drive Wealth Management
Utah
$1.3M -$65.4K -251 -5%
QFA
2335
Quattro Financial Advisors
Texas
$1.3M -$23.7M -4,740 -95%
HFA
2336
Harbert Fund Advisors
Alabama
$1.3M +$1.3M +5,000 New
SAMC
2337
Spectrum Asset Management (California)
California
$1.3M
MWA
2338
Midland Wealth Advisors
Illinois
$1.3M +$1.3M +4,993 New
WE
2339
Wealth Effects
Massachusetts
$1.3M -$7.81K -30 -0.6%
ZF
2340
Zhang Financial
Michigan
$1.3M +$111K +427 +9%
LTI
2341
Laffer Tengler Investments
Tennessee
$1.3M +$150K +578 +13%
TNBTD
2342
Trustmark National Bank Trust Department
Mississippi
$1.29M +$66.4K +255 +5%
SWM
2343
Scissortail Wealth Management
Oklahoma
$1.29M +$775K +2,833 +151%
WWP
2344
WR Wealth Planners
Missouri
$1.28M +$214K +820 +20%
CCB
2345
Cutter & Co Brokerage
Missouri
$1.28M +$816K +3,136 +175%
EFG
2346
Ethos Financial Group
Pennsylvania
$1.28M +$75.2K +289 +6%
BWP
2347
BSW Wealth Partners
Colorado
$1.28M +$15.6K +60 +1%
FGI
2348
Foresight Global Investors
New York
$1.28M -$289K -1,111 -18%
BEAM
2349
Baker Ellis Asset Management
Washington
$1.28M -$39.1K -150 -3%
BIP
2350
Blueprint Investment Partners
North Carolina
$1.28M -$215K -824 -14%