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 %
RGF
2451
Retirement Guys Formula
Ohio
$1.12M +$88K +338 +9%
FIB
2452
First Interstate Bank
Montana
$1.12M +$38.5K +148 +4%
BOM
2453
Bank of Marin
California
$1.12M -$2.34K -9 -0.2%
AA
2454
Alta Advisers
United Kingdom
$1.12M
VIM
2455
VELA Investment Management
Ohio
$1.12M +$2.34K +9 +0.2%
CST
2456
Charles Schwab Trust
Nevada
$1.12M -$128K -493 -10%
CIM
2457
CIM Investment Management
Pennsylvania
$1.12M
PP
2458
Patron Partners
Texas
$1.12M +$10.9K +42 +1%
GIM
2459
Groesbeck Investment Management
New Jersey
$1.12M +$6.51K +25 +0.6%
KFGK
2460
Keystone Financial Group (Kentucky)
Kentucky
$1.12M -$19K -73 -2%
MWS
2461
Maxwell Wealth Strategies
California
$1.11M +$1.11M +4,276 New
HP
2462
Hilltop Partners
Indiana
$1.11M +$84.1K +323 +8%
PFG
2463
Prosperity Financial Group
California
$1.11M +$145K +556 +15%
LA
2464
LexAurum Advisors
Kansas
$1.11M +$249K +957 +29%
AA
2465
Aire Advisors
California
$1.1M -$521 -2 -0%
CWM
2466
Castle Wealth Management
Florida
$1.1M +$31.2K +120 +3%
ACH
2467
ArrowMark Colorado Holdings
Colorado
$1.1M
OL
2468
OneFund LLC
Florida
$1.1M +$1.1M +4,216 New
WTB
2469
Washington Trust Bank
Washington
$1.1M -$1.3K -5 -0.1%
TWM
2470
Tradition Wealth Management
Minnesota
$1.1M -$5.21K -20 -0.5%
PWMG
2471
Pinnacle Wealth Management Group
Michigan
$1.1M +$29.2K +112 +3%
MPPW
2472
Mitchell & Pahl Private Wealth
Oklahoma
$1.09M -$40.9K -157 -4%
BSA
2473
Braun Stacey Associates
New York
$1.09M -$378K -1,450 -26%
AWM
2474
Allen Wealth Management
North Carolina
$1.09M +$1.09M +4,197 New
AFT
2475
Alpha Family Trust
California
$1.09M