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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 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 423 | Existing positions closed: 105

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: 3,5133,771 (+258)

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
+258
Holders Change %
+7.34%
% of All Funds
54.98%
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
105
Calls
$4.53B
Puts
$4.04B
Net Calls
+$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
2476
Patron Partners
Texas
$1.12M +$10.4K +42 +1%
GIM
2477
Groesbeck Investment Management
New Jersey
$1.12M +$6.16K +25 +0.6%
KFGK
2478
Keystone Financial Group (Kentucky)
Kentucky
$1.12M -$18K -73 -2%
MWS
2479
Maxwell Wealth Strategies
California
$1.11M +$1.05M +4,276 New
HP
2480
Hilltop Partners
Indiana
$1.11M +$79.6K +323 +8%
PFG
2481
Prosperity Financial Group
California
$1.11M +$137K +556 +15%
LA
2482
LexAurum Advisors
Kansas
$1.11M +$236K +957 +29%
AA
2483
Aire Advisors
California
$1.1M -$493 -2 -0%
CWM
2484
Castle Wealth Management
Florida
$1.1M +$29.6K +120 +3%
ACH
2485
ArrowMark Colorado Holdings
Colorado
$1.1M
OL
2486
OneFund LLC
Florida
$1.1M +$1.04M +4,216 New
WTB
2487
Washington Trust Bank
Washington
$1.1M -$1.23K -5 -0.1%
TWM
2488
Tradition Wealth Management
Minnesota
$1.1M -$4.93K -20 -0.5%
PWMG
2489
Pinnacle Wealth Management Group
Michigan
$1.1M +$27.6K +112 +3%
MPPW
2490
Mitchell & Pahl Private Wealth
Oklahoma
$1.09M -$38.7K -157 -4%
BSA
2491
Braun Stacey Associates
New York
$1.09M -$357K -1,450 -26%
AWM
2492
Allen Wealth Management
North Carolina
$1.09M +$1.03M +4,197 New
AFT
2493
Alpha Family Trust
California
$1.09M
SWP
2494
Semus Wealth Partners
Florida
$1.09M +$25.9K +105 +3%
CBA
2495
Coastal Bridge Advisors
Connecticut
$1.09M +$17.5K +71 +2%
CCM
2496
Carlson Capital Management
Minnesota
$1.09M +$192K +780 +23%
PSC
2497
Prentiss Smith & Co
Vermont
$1.09M
AWM
2498
Alterna Wealth Management
Texas
$1.09M +$173K +700 +20%
BIA
2499
Bigelow Investment Advisors
Maine
$1.08M +$13.3K +54 +1%
GWCM
2500
Godshalk Welsh Capital Management
Pennsylvania
$1.08M -$148K -600 -13%