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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
CF
2551
Copperwynd Financial
Arizona
$1.03M -$24.6K -100 -2%
SW
2552
Simplicity Wealth
New Jersey
$1.03M +$971K +3,938 New
SMA
2553
Seven Mile Advisory
New Jersey
$1.03M +$90.5K +367 +10%
QFA
2554
Quantum Financial Advisors
California
$1.02M -$140K -569 -13%
HL
2555
HeadInvest LLC
Maine
$1.02M -$5.67K -23 -0.6%
PIA
2556
Pinion Investment Advisors
Kansas
$1.02M -$140K -566 -13%
RSC
2557
Red Spruce Capital
Pennsylvania
$1.02M -$6.9K -28 -0.7%
WFAG
2558
Worth Financial Advisory Group
North Carolina
$1.02M +$17K +69 +2%
MFG
2559
Midwest Financial Group
Kansas
$1.02M +$25.6K +104 +3%
PHIC
2560
Pine Haven Investment Counsel
Massachusetts
$1.02M +$2.46K +10 +0.3%
AWP
2561
Accretive Wealth Partners
New Jersey
$1.02M -$5.42K -22 -0.6%
WCM
2562
WealthBridge Capital Management
Ohio
$1.02M -$1.48K -6 -0.2%
TVAMP
2563
Tennessee Valley Asset Management Partners
Tennessee
$1.02M +$481K +1,953 +100%
PFA
2564
Pathway Financial Advisers
Indiana
$1.02M -$13.1K -53 -1%
VC
2565
Veracity Capital
Georgia
$1.01M -$9.37K -38 -1%
ZIMP
2566
Zimmermann Investment Management & Planning
Pennsylvania
$1.01M +$65.1K +264 +7%
SFG
2567
StrategIQ Financial Group
Indiana
$1.01M +$246 +1 +0%
IAS
2568
Investment Advisory Services
Texas
$1.01M -$9.61K -39 -1%
KAS
2569
KPP Advisory Services
Kentucky
$1.01M +$43.4K +176 +5%
AWA
2570
Aletheian Wealth Advisors
Washington
$1.01M -$21K -85 -2%
ML
2571
McAdam LLC
Pennsylvania
$1.01M +$372K +1,509 +64%
CFA
2572
Cahill Financial Advisors
Minnesota
$1.01M +$246 +1 +0%
MC
2573
McMorgan & Co
California
$1.01M -$2.46K -10 -0.3%
S
2574
Sunpointe
Missouri
$1M +$949K +3,852 New
SLT
2575
St Louis Trust
Missouri
$1M +$47.1K +191 +5%