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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
FNC
2576
First National Corp
Massachusetts
$999K +$119K +482 +14%
TA
2577
Tectonic Advisors
Texas
$998K -$246 -1 -0%
MIM
2578
Manitou Investment Management
Ontario, Canada
$996K -$7.15K -29 -0.8%
FPWM
2579
FSB Premier Wealth Management
Iowa
$992K +$148K +601 +19%
AWM
2580
Atticus Wealth Management
Florida
$992K +$4.19K +17 +0.4%
AGAM
2581
Audent Global Asset Management
California
$990K -$136K -551 -13%
MAM
2582
McCarthy Asset Management
California
$990K +$235K +954 +33%
PEA
2583
Park Edge Advisors
Ohio
$989K +$40.4K +164 +5%
BFA
2584
Bragg Financial Advisors
North Carolina
$989K -$16K -65 -2%
WMC
2585
Westwood Management Corporation
Illinois
$989K -$7.81M -31,700 -89%
PMFA
2586
Plante Moran Financial Advisors
Michigan
$987K -$35.7K -145 -4%
SAM
2587
SignalPoint Asset Management
Missouri
$986K -$7.64K -31 -0.8%
CCM
2588
Crew Capital Management
Ohio
$985K -$5.18K -21 -0.6%
WMA
2589
Wealth Management Associates
New Jersey
$983K
ADIM
2590
Alpha DNA Investment Management
Maryland
$983K -$1.13M -4,567 -55%
KWM
2591
Kolinsky Wealth Management
New Jersey
$980K +$15K +61 +2%
TAM
2592
Titleist Asset Management
Texas
$979K -$31.8K -129 -3%
BWA
2593
Blodgett Wealth Advisors
California
$979K
ICP
2594
Interchange Capital Partners
Pennsylvania
$978K +$25.4K +103 +3%
UCB
2595
United Community Bank
South Carolina
$976K -$11.6K -47 -1%
PGWM
2596
Parisi Gray Wealth Management
New Jersey
$973K -$739 -3 -0.1%
RHAM
2597
Round Hill Asset Management
California
$973K -$24.6K -100 -3%
AIA
2598
Angeles Investment Advisors
California
$969K -$101K -408 -10%
WH
2599
Willner & Heller
California
$968K +$917K +3,719 New
WI
2600
Wedgewood Investors
Pennsylvania
$965K -$6.16K -25 -0.7%