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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
RFA
2501
Resurgent Financial Advisors
Georgia
$1.08M -$11.6K -47 -1%
FPCG
2502
Fort Pitt Capital Group
Pennsylvania
$1.08M +$172K +698 +20%
MS
2503
Madden Securities
Texas
$1.08M
SPG
2504
Strategic Planning Group
Utah
$1.08M +$1.02M +4,136 New
CBFP
2505
Cedar Brook Financial Partners
Ohio
$1.08M -$48.8K -198 -5%
SRAM
2506
Spouting Rock Asset Management
Pennsylvania
$1.08M -$3.7K -15 -0.4%
CWA
2507
CJM Wealth Advisers
Virginia
$1.07M
UW
2508
Unique Wealth
Florida
$1.07M +$255K +1,033 +33%
GAM
2509
Gemmer Asset Management
California
$1.07M +$986 +4 +0.1%
AIS
2510
AM Investment Strategies
Tennessee
$1.07M +$43.9K +178 +5%
RWA
2511
Rainsberger Wealth Advisors
Colorado
$1.07M -$31.1K -126 -3%
LSA
2512
Lion Street Advisors
Texas
$1.07M +$17.7K +72 +2%
BCP
2513
Berkeley Capital Partners
Georgia
$1.07M +$24.9K +101 +3%
FM
2514
Foster & Motley
Ohio
$1.07M -$66.8K -271 -6%
HGERS
2515
Householder Group Estate & Retirement Specialist
Arizona
$1.07M +$159K +647 +19%
MCWA
2516
Meadow Creek Wealth Advisors
Georgia
$1.06M +$1.01M +4,082 New
CWP
2517
Curated Wealth Partners
California
$1.06M +$39.4K +160 +4%
FC
2518
Forte Capital
New York
$1.06M +$4.68K +19 +0.5%
GC
2519
Gould Capital
Washington
$1.06M -$11.3K -46 -1%
BCG
2520
BayBridge Capital Group
California
$1.06M +$986K +4,002 New
TIM
2521
Tevis Investment Management
Texas
$1.06M +$739 +3 +0.1%
FPF
2522
First Pacific Financial
Washington
$1.05M -$28.1K -114 -3%
FC
2523
FCA Corp
Texas
$1.05M
AFGAS
2524
Allegiance Financial Group Advisory Services
Virginia
$1.05M -$123K -500 -11%
CCP
2525
Clarkston Capital Partners
Michigan
$1.05M -$4.44K -18 -0.4%