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 %
SL
2401
Salomon & Ludwin
Virginia
$1.21M
AA
2402
AlphaQ Advisors
Florida
$1.21M -$693K -2,660 -36%
MPIA
2403
Mountain Pacific Investment Advisers
Idaho
$1.21M +$179K +688 +17%
CJ
2404
Caitlin John
Michigan
$1.21M +$1.21M +4,637 New
PMA
2405
Prudent Man Advisors
Illinois
$1.21M -$12.5K -48 -1%
CA
2406
Centerpoint Advisors
Massachusetts
$1.21M -$3.39K -13 -0.3%
BC
2407
Bowman & Company
Wisconsin
$1.2M +$89.2K +342 +8%
WB
2408
WesBanco Bank
West Virginia
$1.2M -$863K -3,315 -42%
PWM
2409
Prentice Wealth Management
New York
$1.2M +$52.3K +201 +5%
PCFFS
2410
Pacific Center for Financial Services
California
$1.2M +$56.2K +216 +5%
RFS
2411
Richardson Financial Services
Massachusetts
$1.2M +$1.2M +4,604 New
HCM
2412
Horiko Capital Management
New York
$1.2M
WHCI
2413
W.H. Cornerstone Investments
Massachusetts
$1.2M +$124K +478 +12%
PAG
2414
Private Advisory Group
Washington
$1.19M -$195K -749 -14%
TIMH
2415
Tilt Investment Management Holdings
New York
$1.19M -$1.05M -4,024 -47%
GSC
2416
Grey Street Capital
Illinois
$1.19M +$87K +334 +8%
NFSG
2417
Newbridge Financial Services Group
Florida
$1.19M -$114K -436 -9%
TCOTS
2418
Trust Company of the South
North Carolina
$1.19M +$1.19M +4,554 New
RA
2419
Rockingstone Advisors
Massachusetts
$1.19M -$238K -916 -17%
PL
2420
Plancorp LLC
Missouri
$1.18M +$88K +338 +8%
OP
2421
ORG Partners
Indiana
$1.18M +$40.9K +157 +4%
APIM
2422
Agate Pass Investment Management
Washington
$1.18M -$1.82K -7 -0.2%
WCA
2423
Westover Capital Advisors
Delaware
$1.18M +$15.9K +61 +1%
WPW
2424
Watershed Private Wealth
Illinois
$1.17M -$57.3K -220 -5%
CFO
2425
CVA Family Office
Colorado
$1.17M -$44.3K -170 -4%