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
BWCS
2626
Beirne Wealth Consulting Services
Connecticut
$939K +$510K +2,069 +135%
HCP
2627
Hexagon Capital Partners
Arkansas
$936K +$111K +451 +14%
BFWA
2628
Benchmark Financial Wealth Advisors
Florida
$936K +$1.48K +6 +0.2%
CAL
2629
Capital Advisors Ltd
Ohio
$934K +$22.7K +92 +3%
HG
2630
Harbor Group
New Hampshire
$932K
OFG
2631
Oxford Financial Group
Indiana
$931K -$128K -518 -13%
PDM
2632
Penn Davis McFarland
Texas
$929K +$16.3K +66 +2%
BEW
2633
Burton Enright Welch
California
$929K -$245K -995 -22%
AWA
2634
Alta Wealth Advisors
Massachusetts
$928K -$6.16K -25 -0.7%
IGWM
2635
ICA Group Wealth Management
Colorado
$928K +$51.8K +210 +6%
WW
2636
Waterfront Wealth
Kansas
$927K
ME
2637
McIlrath & Eck
Washington
$923K -$114K -464 -12%
MA
2638
MJP Associates
Connecticut
$923K -$273K -1,107 -24%
CCA
2639
Cora Capital Advisors
New Jersey
$923K -$240K -972 -22%
GD
2640
Grandfield & Dodd
New York
$923K -$76.4K -310 -8%
PCM
2641
Pointe Capital Management
Michigan
$921K +$4.93K +20 +0.6%
KWS
2642
Keystone Wealth Services
California
$921K -$122K -495 -12%
MCM
2643
Mendel Capital Management
Arkansas
$920K +$11.6K +47 +1%
GAM
2644
Gould Asset Management
California
$919K -$46.6K -189 -5%
EWA
2645
Encompass Wealth Advisors
Oregon
$919K +$4.68K +19 +0.5%
BL
2646
BFSG LLC
California
$919K +$870K +3,528 New
DBRC
2647
D.B. Root & Company
Pennsylvania
$915K -$148K -599 -15%
MTWM
2648
Masso Torrence Wealth Management
New Jersey
$914K +$64.3K +261 +8%
PK
2649
Pflug Koory
Nebraska
$913K +$13.3K +54 +2%
WF
2650
WoodTrust Financial
Wisconsin
$911K +$739 +3 +0.1%