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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
BOPW
2801
Brandywine Oak Private Wealth
Pennsylvania
$728K +$8.13K +33 +1%
KCM
2802
Kanawha Capital Management
Virginia
$727K -$14.5K -59 -2%
CPA
2803
Court Place Advisors
Maryland
$724K
ERWM
2804
Elk River Wealth Management
Colorado
$724K -$99.3K -403 -13%
RWI
2805
Red Wave Investments
Pennsylvania
$723K +$2.22K +9 +0.3%
SWA
2806
SOA Wealth Advisors
New York
$722K -$31.3K -127 -4%
IP
2807
Ignite Planners
California
$719K -$1.01M -4,085 -60%
WCM
2808
Wedge Capital Management
North Carolina
$719K
ACM
2809
Avalon Capital Management
California
$719K +$205K +830 +43%
HC
2810
Hamilton Capital
Ohio
$716K +$3.45K +14 +0.5%
OPWM
2811
Oakwell Private Wealth Management
Texas
$716K +$86.8K +352 +15%
NWA
2812
New World Advisors
Massachusetts
$714K +$28.3K +115 +4%
CAM
2813
Campion Asset Management
Virginia
$711K +$9.86K +40 +1%
CIP
2814
Convergence Investment Partners
Florida
$709K -$236K -958 -26%
BWA
2815
BlueChip Wealth Advisors
Georgia
$704K +$666K +2,704 New
BWM
2816
Blossom Wealth Management
California
$703K +$38.7K +157 +6%
MSG
2817
Main Street Group
Virginia
$701K +$664K +2,693 New
TFIPS
2818
Towarzystwo Funduszy Inwestycyjnych PZU SA
$701K +$664K +2,693 New
CT
2819
ClearAlpha Technologies
Connecticut
$699K +$662K +2,686 New
PC
2820
Permit Capital
Pennsylvania
$699K +$101K +410 +18%
FA
2821
Fiduciary Alliance
South Carolina
$698K -$56.9K -231 -8%
DPI
2822
Diversified Portfolios Inc
Michigan
$697K -$2.22K -9 -0.3%
PWM
2823
Proathlete Wealth Management
Florida
$696K +$659K +2,672 New
SPWM
2824
Spartan Planning & Wealth Management
North Carolina
$685K +$310K +1,259 +92%
GCAC
2825
Guardian Capital Advisors (Canada)
Ontario, Canada
$684K