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3,771 hedge funds and large institutions have $408B invested in Visa in 2023 Q4 according to their latest regulatory filings, with 423 funds opening new positions, 1,523 increasing their positions, 1,446 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 423 | Existing positions closed: 104

16% more capital invested

Capital invested by funds: $351B → $408B (+$57.3B)

12% more call options, than puts

Call options by funds: $4.53B | Put options by funds: $4.04B

10% more funds holding in top 10

Funds holding in top 10: 504552 (+48)

7% more funds holding

Funds holding: 3,5123,771 (+259)

4.36% more ownership

Funds ownership: 94.63%98.98% (+4.4%)

5% more repeat investments, than reductions

Existing positions increased: 1,523 | Existing positions reduced: 1,446

Holders
3,771
Holders Change
+259
Holders Change %
+7.37%
% of All Funds
54.99%
Holding in Top 10
552
Holding in Top 10 Change
+48
Holding in Top 10 Change %
+9.52%
% of All Funds
8.05%
New
423
Increased
1,523
Reduced
1,446
Closed
104
Calls
$4.53B
Puts
$4.04B
Net Calls
+$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Change in
Stake
Calamos Advisors
226
Calamos Advisors
Illinois
$200M -$16.9M -68,371 -8%
LFG
227
Lazard Frères Gestion
France
$199M -$1.63M -6,606 -0.8%
WF
228
Welch & Forbes
Massachusetts
$197M -$1.06M -4,295 -0.6%
UM
229
UniSuper Management
Australia
$196M +$88.7K +360 +0%
Public Sector Pension Investment Board (PSP Investments)
230
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$194M -$31.2M -126,579 -15%
AI
231
Axiom Investors
Connecticut
$193M +$49.1M +199,168 +37%
Treasurer of the State of North Carolina
232
Treasurer of the State of North Carolina
North Carolina
$193M +$4.61M +18,711 +3%
Federated Hermes
233
Federated Hermes
Pennsylvania
$191M -$30.9M -125,362 -15%
Nomura Asset Management
234
Nomura Asset Management
Japan
$190M +$6.76M +27,415 +4%
State of Tennessee, Department of Treasury
235
State of Tennessee, Department of Treasury
Tennessee
$190M +$8.15M +33,082 +5%
SFFS
236
Stonehage Fleming Financial Services
Jersey
$189M +$130M +527,290 +265%
BTW
237
Boston Trust Walden
Massachusetts
$187M +$3.18M +12,884 +2%
Millennium Management
238
Millennium Management
New York
$185M -$66.7M -270,468 -28%
QP
239
Quilter Plc
United Kingdom
$182M +$1.58M +6,400 +0.9%
AQR Capital Management
240
AQR Capital Management
Connecticut
$182M -$20.8M -84,288 -11%
JAM
241
Jupiter Asset Management
United Kingdom
$181M -$16M -64,865 -9%
CB
242
Commerce Bank
Missouri
$180M +$629K +2,553 +0.4%
Cerity Partners
243
Cerity Partners
New York
$178M +$159M +646,587 +135%
PAM
244
Panagora Asset Management
Massachusetts
$177M +$48M +194,556 +40%
NONA
245
Ninety One North America
New York
$176M -$28.6M -115,997 -15%
PCM
246
Penserra Capital Management
California
$171M -$11.8M -47,964 -7%
MSV
247
MN Services Vermogensbeheer
Netherlands
$170M -$4.04M -16,400 -2%
LWCFA
248
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168M -$2.07M -8,380 -1%
TWC
249
TD Waterhouse Canada
Ontario, Canada
$167M +$2.18M +8,862 +2%
Comerica Bank
250
Comerica Bank
Texas
$167M +$45.4K +184 +0%