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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
CD
2651
Chapin Davis
Maryland
$910K +$49.5K +201 +6%
OW
2652
Olistico Wealth
Oklahoma
$909K +$739 +3 +0.1%
PFG
2653
PAX Financial Group
Texas
$909K -$48.6K -197 -6%
SRC
2654
Sage Rhino Capital
California
$907K -$2.96K -12 -0.3%
TCM
2655
Tufton Capital Management
Maryland
$907K -$56.7K -230 -6%
OIA
2656
Optimum Investment Advisors
Illinois
$905K -$24.6K -100 -3%
JFA
2657
JNBA Financial Advisors
Minnesota
$905K -$2.46K -10 -0.3%
AP
2658
Adero Partners
California
$904K +$246 +1 +0%
SAM
2659
Sycomore Asset Management
France
$902K +$660K +2,678 +332%
JF
2660
JSF Financial
California
$900K -$3.2K -13 -0.4%
3F
2661
360 Financial
Minnesota
$898K +$77.1K +313 +10%
FFA
2662
Fi3 Financial Advisors
Indiana
$897K -$115K -468 -12%
CHJWM
2663
Carlton Hofferkamp & Jenks Wealth Management
Texas
$896K -$24.6K -100 -3%
AWS
2664
Aspen Wealth Strategies
Colorado
$893K +$7.89K +32 +0.9%
IIM
2665
Ironwood Investment Management
Massachusetts
$891K +$21K +85 +3%
GWA
2666
GGM Wealth Advisors
Maryland
$891K -$49.5K -201 -6%
SFS
2667
Sharp Financial Services
Pennsylvania
$889K +$842K +3,416 New
HWM
2668
Howard Wealth Management
Connecticut
$880K -$1.23K -5 -0.1%
WA
2669
Wealth Architects
California
$880K -$10.8K -44 -1%
BEI
2670
Benjamin Edwards Inc
Missouri
$879K +$63.1K +256 +8%
FAG
2671
Fortitude Advisory Group
Washington
$878K -$2.96K -12 -0.4%
FOA
2672
Five Oceans Advisors
California
$877K -$9.86K -40 -1%
ESBC
2673
E.S. Barr & Co
Kentucky
$877K +$67.5K +274 +9%
D
2674
Diversified
Delaware
$875K +$39.4K +160 +5%
CPA
2675
Cardiff Park Advisors
California
$874K +$36.5K +148 +5%