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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
TW
2676
Traveka Wealth
California
$874K +$828K +3,358 New
FWM
2677
Finer Wealth Management
Massachusetts
$873K -$352K -1,427 -30%
MC
2678
Maren Capital
Illinois
$873K +$826K +3,352 New
LAI
2679
Legal Advantage Investments
California
$872K -$12.3K -50 -1%
KFA
2680
Kapstone Financial Advisors
Ohio
$870K -$986 -4 -0.1%
ASBI
2681
American State Bank (Iowa)
Iowa
$870K -$19.7K -80 -2%
CAM
2682
Claret Asset Management
Quebec, Canada
$867K -$11.1K -45 -1%
MSA
2683
Marino Stram & Associates
Massachusetts
$866K +$10.8K +44 +1%
RW
2684
REDW Wealth
New Mexico
$864K -$30.6K -124 -4%
ACA
2685
Ackerman Capital Advisors
Texas
$864K
RP
2686
Rice Partnership
Hawaii
$860K -$755K -3,064 -48%
BSSFA
2687
Baron Silver Stevens Financial Advisors
Florida
$860K +$63.6K +258 +8%
TCPWM
2688
Traverso Chambers Private Wealth Management
California
$852K -$5.42K -22 -0.7%
FAFN
2689
First Affirmative Financial Network
Colorado
$851K +$65.1K +264 +9%
LOIM
2690
Liberty One Investment Management
Illinois
$851K -$41.9K -170 -5%
EWM
2691
Elmwood Wealth Management
California
$849K -$183K -741 -19%
RWS
2692
Resolute Wealth Strategies
Mississippi
$846K +$493 +2 +0.1%
DDPIC
2693
Deroy & Devereaux Private Investment Counsel
Michigan
$846K -$109K -441 -12%
SIG
2694
Sargent Investment Group
Maryland
$846K -$739 -3 -0.1%
OPTFSNA
2695
Old Point Trust & Financial Services N A
Virginia
$846K +$384K +1,556 +92%
KCM
2696
KRS Capital Management
Michigan
$844K +$246 +1 +0%
IWA
2697
Inspirion Wealth Advisors
Illinois
$844K
EVM
2698
Evelyn V. Moreno
$844K
LF
2699
Lee Financial
Texas
$843K +$362K +1,468 +83%
GIM
2700
Guardian Investment Management
California
$843K -$579K -2,350 -10%