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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
WFI
2526
West Family Investments
California
$1.05M
FNA
2527
First National Advisers
Nebraska
$1.05M +$450K +1,824 +82%
WCM
2528
Windsor Capital Management
Arizona
$1.05M +$20.2K +82 +2%
SCA
2529
STALEY CAPITAL ADVISERS
Pennsylvania
$1.05M
KW
2530
KWB Wealth
California
$1.05M -$33.3K -135 -3%
HFA
2531
High Falls Advisors
New York
$1.05M -$14.5K -59 -1%
BWA
2532
Bordeaux Wealth Advisors
California
$1.04M +$209K +847 +27%
WAG
2533
Wallace Advisory Group
California
$1.04M -$80.6K -327 -7%
CA
2534
CoreCap Advisors
Michigan
$1.04M -$925K -3,754 -48%
HA
2535
Harbor Advisors
Florida
$1.04M
PCC
2536
Park Circle Company
Maryland
$1.04M
APW
2537
Acima Private Wealth
Virginia
$1.04M -$16.3K -66 -2%
BCM
2538
Blume Capital Management
California
$1.04M -$12.3K -50 -1%
HCP
2539
Holt Capital Partners
Texas
$1.04M
JWM
2540
Janiczek Wealth Management
Colorado
$1.04M +$58.2K +236 +6%
AWM
2541
Aprio Wealth Management
Georgia
$1.04M +$44.4K +180 +5%
I
2542
INVST
Indiana
$1.03M +$21.2K +86 +2%
GPI
2543
General Partner Inc
Pennsylvania
$1.03M
SPL
2544
Smart Portfolios LLC
Washington
$1.03M +$923K +3,744 New
CCP
2545
Clough Capital Partners
Massachusetts
$1.03M -$4.11M -16,690 -81%
RIM
2546
Rakuten Investment Management
Japan
$1.03M +$974K +3,950 New
M1FG
2547
Mach-1 Financial Group
Arkansas
$1.03M -$1.13M -4,586 -54%
GWA
2548
Gratus Wealth Advisors
Virginia
$1.03M +$973K +3,946 New
BA
2549
Bluesphere Advisors
Pennsylvania
$1.03M
RFG
2550
RFP Financial Group
Georgia
$1.03M -$6.66K -27 -0.7%