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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
JWM
2701
JGP Wealth Management
Oregon
$843K +$16K +65 +2%
DF
2702
Dunhill Financial
United Kingdom
$843K -$235K -953 -23%
CS
2703
Cannell & Spears
New York
$842K -$18.5K -75 -2%
BWG
2704
Berry Wealth Group
Texas
$842K +$797K +3,234 New
NEWAS
2705
N.E.W. Advisory Services
Wisconsin
$841K -$5.42K -22 -0.7%
CWP
2706
Core Wealth Partners
California
$840K +$246 +1 +0%
FCG
2707
Fielder Capital Group
Tennessee
$839K +$795K +3,224 New
EFA
2708
Evernest Financial Advisors
Indiana
$839K +$794K +3,221 New
FTB
2709
First Trust Bank
Bahamas
$838K +$793K +3,218 New
DCM
2710
Dimension Capital Management
Florida
$836K +$444K +1,800 +127%
MJP
2711
Michael J. Puzo
$836K -$90K -365 -10%
PG
2712
Prostatis Group
Maryland
$835K +$37.7K +153 +5%
HFM
2713
Hartford Funds Management
Pennsylvania
$835K +$226K +916 +40%
BHPW
2714
Beverly Hills Private Wealth
California
$834K +$389K +1,578 +97%
EFI
2715
EHP Funds Inc
Canada
$833K -$764K -3,100 -49%
KA
2716
Kearns & Associates
California
$833K
SIAG
2717
Safeguard Investment Advisory Group
California
$832K +$48.8K +198 +7%
APC
2718
Aspire Private Capital
North Carolina
$830K +$32.3K +131 +4%
PWP
2719
Phillips Wealth Planners
Mississippi
$829K -$37K -150 -5%
BCM
2720
Birch Capital Management
Texas
$825K -$81.8K -332 -9%
CNBT
2721
Cornerstone National Bank & Trust
Illinois
$825K -$15K -61 -2%
HCM
2722
Hutchinson Capital Management
California
$823K -$2.71K -11 -0.3%
MIM
2723
MTM Investment Management
South Carolina
$823K
EAM
2724
Empirical Asset Management
Massachusetts
$823K +$114K +462 +17%
BB
2725
Burford Brothers
Texas
$822K +$778K +3,157 New