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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
KC
2751
Knuff & Co
California
$784K
JSW
2752
Journey Strategic Wealth
New Jersey
$782K +$101K +408 +16%
VCM
2753
Versant Capital Management
Arizona
$781K -$10.1K -41 -1%
NPT
2754
Nixon Peabody Trust
Massachusetts
$779K +$205K +832 +38%
CFSG
2755
Clark Financial Services Group
Missouri
$779K -$986 -4 -0.1%
3IP
2756
3Chopt Investment Partners
Virginia
$779K +$737K +2,992 New
RCM
2757
Requisite Capital Management
Texas
$779K +$986 +4 +0.1%
NFA
2758
Northwest Financial Advisors
Virginia
$779K +$737K +2,991 New
WPA
2759
West Paces Advisors
Georgia
$776K +$23.9K +97 +3%
LAS
2760
LWM Advisory Services
Florida
$776K +$17.3K +70 +2%
BCG
2761
Breakwater Capital Group
New Jersey
$773K +$66.1K +268 +10%
VV
2762
Verity & Verity
South Carolina
$771K +$16.3K +66 +2%
BWM
2763
Baron Wealth Management
Michigan
$770K +$7.39K +30 +1%
RLIM
2764
Red Lighthouse Investment Management
New York
$769K +$3.45K +14 +0.5%
TPW
2765
Transatlantique Private Wealth
New York
$769K +$6.9K +28 +1%
PCMC
2766
Planning Capital Management Corporation
Pennsylvania
$769K +$728K +2,952 New
IAP
2767
Indie Asset Partners
Indiana
$767K -$4.93K -20 -0.7%
LIA
2768
LBMC Investment Advisors
Tennessee
$762K
NA
2769
Navellier & Associates
Nevada
$761K +$720K +2,923 New
MWP
2770
Madison Wealth Partners
Wisconsin
$760K +$493 +2 +0.1%
TFA
2771
Tranquilli Financial Advisor
New Jersey
$759K +$7.64K +31 +1%
SGCA
2772
Steel Grove Capital Advisors
Tennessee
$759K -$254K -1,029 -26%
ACM
2773
Arcataur Capital Management
Wisconsin
$759K -$1.23K -5 -0.2%
AFG
2774
Allegheny Financial Group
Pennsylvania
$757K +$3.2K +13 +0.4%
WA
2775
Waddell & Associates
Tennessee
$757K -$86.8K -352 -11%