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 %
PWM
2426
Paulson Wealth Management
Illinois
$1.17M +$305K +1,170 +35%
SAM
2427
Satovsky Asset Management
New York
$1.17M -$35.7K -137 -3%
OCM
2428
Orion Capital Management
California
$1.17M -$72.9K -280 -6%
SFB
2429
STAR Financial Bank
Indiana
$1.17M +$74.2K +285 +7%
FBT
2430
First Bankers Trust
Kentucky
$1.17M
PFSC
2431
Peoples Financial Services Corp
Pennsylvania
$1.17M -$2.34K -9 -0.2%
ECM
2432
Elgethun Capital Management
South Dakota
$1.17M +$260 +1 +0%
HBW
2433
Hazlett, Burt & Watson
West Virginia
$1.17M -$20.3K -78 -2%
IFU
2434
iSAM Funds (UK)
United Kingdom
$1.17M +$1.17M +4,475 New
OWA
2435
Outlook Wealth Advisors
Texas
$1.16M -$75K -288 -6%
PPP
2436
Private Portfolio Partners
New Jersey
$1.16M +$54.9K +211 +5%
BFIM
2437
Beese Fulmer Investment Management
Ohio
$1.15M +$9.89K +38 +0.9%
KA
2438
Kozak & Associates
Colorado
$1.15M -$202K -763 -15%
WIA
2439
Westbourne Investment Advisors
Maryland
$1.15M -$15.6K -60 -1%
FB
2440
First Bancorp
Maine
$1.15M -$15.6K -60 -1%
FW
2441
FirstPurpose Wealth
Utah
$1.15M +$25.5K +98 +2%
CAM
2442
Cozad Asset Management
Illinois
$1.15M +$21.9K +84 +2%
IA
2443
IFG Advisory
Georgia
$1.15M +$37.8K +145 +3%
LP
2444
LGL Partners
Pennsylvania
$1.14M
WMP
2445
Wealth Management Partners
Arizona
$1.14M
RCM
2446
RMR Capital Management
California
$1.14M +$1.14M +4,362 New
LCM
2447
Lazari Capital Management
California
$1.14M -$7.55K -29 -0.7%
ECM
2448
Estabrook Capital Management
New York
$1.13M -$6.51K -25 -0.6%
HKAM
2449
Horizon Kinetics Asset Management
New York
$1.13M
MC
2450
Matisse Capital
Oregon
$1.13M +$4.43K +17 +0.4%