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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
NP
2776
Ninepoint Partners
Ontario, Canada
$755K +$42.4K +172 +6%
HKIMG
2777
Hutchens & Kramer Investment Management Group
Indiana
$754K +$60.6K +246 +9%
B
2778
Bellecapital
Switzerland
$752K -$6.9K -28 -1%
T
2779
TrueFG
Texas
$750K
CWG
2780
Crown Wealth Group
North Carolina
$749K +$45.1K +183 +7%
KFS
2781
Kaizen Financial Strategies
California
$749K +$739 +3 +0.1%
PHAM
2782
Palisades Hudson Asset Management
Florida
$748K
PAS
2783
Point72 Asia (Singapore)
Singapore
$748K +$708K +2,872 New
MTIC
2784
Missouri Trust & Investment Company
Missouri
$745K -$12.3K -50 -2%
AFG
2785
ABLE Financial Group
Arizona
$744K +$132K +537 +23%
EFM
2786
E Fund Management
China
$742K +$31.3K +127 +5%
FBC
2787
Fairfield, Bush & Co
Connecticut
$741K -$23.4K -95 -3%
HC
2788
Hoese & Co
Minnesota
$739K -$9.86K -40 -1%
SFG
2789
Summit Financial Group
West Virginia
$738K +$48.8K +198 +8%
DWM
2790
Dogwood Wealth Management
Kansas
$736K +$697K +2,829 New
CAS
2791
Coppell Advisory Solutions
Texas
$736K +$515K +2,088 +282%
SC
2792
Saiph Capital
New Jersey
$736K +$15.8K +64 +2%
IPAM
2793
Investment Partners Asset Management
New Jersey
$735K +$696K +2,822 New
NAMNJ
2794
NorthStar Asset Management (New Jersey)
New Jersey
$734K +$695K +2,819 New
CCFM
2795
Clear Creek Financial Management
Washington
$733K +$86.5K +351 +14%
MIP
2796
Marietta Investment Partners
Wisconsin
$733K +$3.94K +16 +0.6%
PCWA
2797
Pacific Capital Wealth Advisors
California
$732K
FCA
2798
FLC Capital Advisors
California
$732K +$117K +474 +20%
HTIM
2799
Harbour Trust & Investment Management
Indiana
$732K +$693K +2,810 New
ACP
2800
Aveo Capital Partners
Colorado
$730K +$57.9K +235 +9%