We are live on ! Find out more

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
GAM
2601
GEM Asset Management
Michigan
$963K
T
2602
TOBAM
France
$963K +$35.7K +145 +4%
MAM
2603
McLean Asset Management
Virginia
$961K -$66.3K -269 -7%
KA
2604
Klingman & Associates
New York
$958K -$41.9K -170 -4%
VIP
2605
Vista Investment Partners
Oklahoma
$958K +$907K +3,678 New
SAG
2606
Spotlight Asset Group
Illinois
$957K
SIC
2607
Samalin Investment Counsel
New York
$957K +$13.8K +56 +2%
FFA
2608
Florida Financial Advisors
Florida
$957K +$906K +3,675 New
WCM
2609
Wallace Capital Management
Texas
$955K
QPW
2610
Quantum Private Wealth
Florida
$955K +$6.9K +28 +0.8%
BCM
2611
Brown Capital Management
Maryland
$955K
ACA
2612
Affinity Capital Advisors
California
$954K -$66.1K -268 -7%
MC
2613
Miramar Capital
Illinois
$954K -$34.5K -140 -4%
SCP
2614
Sivia Capital Partners
California
$951K +$900K +3,653 New
KA
2615
KLCM Advisors
Wisconsin
$951K -$308K -1,248 -25%
WWS
2616
Wellington Wealth Strategies
Indiana
$949K +$898K +3,645 New
NSB
2617
Norway Savings Bank
Maine
$946K +$20.2K +82 +2%
FA
2618
Fermata Advisors
California
$945K -$98.6K -400 -10%
OPA
2619
Old Port Advisors
Maine
$944K +$34.3K +139 +4%
CG
2620
Cutler Group
California
$944K -$2.18M -8,843 -71%
DP
2621
DDD Partners
Washington
$944K -$111K -452 -11%
DTC
2622
Davidson Trust Company
Washington
$944K +$60.1K +244 +7%
IF
2623
Intrua Financial
Texas
$941K -$4.68K -19 -0.5%
CRI
2624
Colonial River Investments
Virginia
$941K +$668K +2,711 +301%
GIP
2625
Greatmark Investment Partners
Georgia
$940K -$9.61K -39 -1%