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
DMBA
2726
Deseret Mutual Benefit Administrators
Utah
$820K -$323K -1,312 -29%
WMA
2727
West Michigan Advisors
Michigan
$819K +$59.9K +243 +8%
SB
2728
Sunflower Bank
Texas
$818K +$10.1K +41 +1%
TWM
2729
TMD Wealth Management
Arizona
$816K
LA
2730
Latitude Advisors
Florida
$816K +$3.2K +13 +0.4%
NSIM
2731
North Star Investment Management
Illinois
$815K -$251K -1,018 -25%
BIAS
2732
Beacon Investment Advisory Services
New Jersey
$814K -$28.1K -114 -4%
PWM
2733
PBMares Wealth Management
Virginia
$812K -$986 -4 -0.1%
HTHT
2734
Hemenway Trust Hemenway Trust
New Hampshire
$811K +$130K +529 +20%
NC
2735
NinePointTwo Capital
California
$809K -$221K -895 -22%
WFA
2736
Wellspring Financial Advisors
Ohio
$808K -$3.2K -13 -0.4%
IWP
2737
Invenio Wealth Partners
Florida
$808K +$246 +1 +0%
TA
2738
TFB Advisors
Kansas
$804K -$402K -1,629 -35%
AC
2739
Annandale Capital
Texas
$803K
NRC
2740
New Republic Capital
North Carolina
$803K +$38K +154 +5%
MCC
2741
Money Concepts Capital
Florida
$801K -$26.6K -108 -3%
OFG
2742
Omega Financial Group
California
$801K +$4.93K +20 +0.7%
AA
2743
Advisory Alpha
Michigan
$795K +$246K +1,000 +49%
FA
2744
Faithward Advisors
Pennsylvania
$794K +$124K +505 +21%
HA
2745
Hamel Associates
New Jersey
$794K
MAG
2746
MRA Advisory Group
New Jersey
$793K +$336K +1,365 +81%
FBT
2747
First Bank & Trust
South Dakota
$792K +$92.2K +374 +14%
MCM
2748
Morton Capital Management
California
$791K +$31.5K +128 +4%
LI
2749
LVZ Inc
Michigan
$788K +$23.7K +96 +3%
RP
2750
Riverwater Partners
Wisconsin
$787K -$1.48K -6 -0.2%