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 %
EA
2351
Emerald Advisers
Pennsylvania
$1.28M -$290K -1,115 -18%
NAS
2352
Nicolet Advisory Services
Wisconsin
$1.28M -$74.8K -288 -6%
1WM
2353
1900 Wealth Management
Texas
$1.27M -$129K -494 -9%
EP
2354
Eudaimonia Partners
Tennessee
$1.27M -$653K -2,510 -34%
BAM
2355
Bosun Asset Management
Illinois
$1.27M +$48.2K +185 +4%
RPWA
2356
Regent Peak Wealth Advisors
Georgia
$1.27M -$20K -77 -2%
WCM
2357
Winthrop Capital Management
Indiana
$1.27M +$1.27M +4,864 New
BONH
2358
Bank of New Hampshire
New Hampshire
$1.27M
LOIP
2359
Live Oak Investment Partners
Texas
$1.26M -$1.15M
PFA
2360
Pure Financial Advisors
California
$1.26M +$101K +388 +9%
TIA
2361
Trust Investment Advisors
Indiana
$1.26M -$18.2K -70 -1%
JCM
2362
Jacobsen Capital Management
Utah
$1.26M -$167K -642 -12%
1WM
2363
1858 Wealth Management
Ohio
$1.26M +$1.26M +4,821 New
KCM
2364
Knoll Capital Management
Florida
$1.25M
IIM
2365
Intact Investment Management
Quebec, Canada
$1.25M
CSIC
2366
Clifford Swan Investment Counsel
California
$1.25M -$45K -173 -3%
PIM
2367
Plato Investment Management
Australia
$1.25M +$1.25M +4,786 New
AWM
2368
Aviso Wealth Management
Washington
$1.25M +$1.25M +4,786 New
WRPWM
2369
Werba Rubin Papier Wealth Management
California
$1.24M +$211K +810 +20%
FNBOH
2370
First National Bank of Hutchinson
Kansas
$1.24M -$9.11K -35 -0.7%
GWS
2371
Glassman Wealth Services
Virginia
$1.24M -$7.03K -27 -0.6%
WCWM
2372
Willow Creek Wealth Management
California
$1.24M +$106K +406 +9%
WLPWM
2373
Walled Lake Planning & Wealth Management
Illinois
$1.24M +$1.56K +6 +0.1%
RBFC
2374
Roman Butler Fullerton & Co
Missouri
$1.24M -$16.9K -63 -1%
BAAM
2375
Baker Avenue Asset Management
California
$1.24M +$95K +365 +8%