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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
PVM
2826
Palogic Value Management
Texas
$681K
SWM
2827
Shelton Wealth Management
Texas
$681K +$265K +1,077 +70%
SRL
2828
Scientech Research LLC
New Jersey
$679K +$643K +2,607 New
WFM
2829
Wolff Financial Management
Michigan
$678K
LRIA
2830
Leonard Rickey Investment Advisors
Washington
$677K +$8.38K +34 +1%
FAM
2831
Formidable Asset Management
Ohio
$677K -$3.7K -15 -0.6%
NG
2832
Northstar Group
New York
$676K
PA
2833
Parkside Advisors
California
$675K
AWM
2834
Act Wealth Management
Texas
$674K +$246 +1 +0%
JWM
2835
JFG Wealth Management
Colorado
$673K +$167K +677 +35%
PE
2836
Point72 Europe
United Kingdom
$672K +$637K +2,583 New
CPL
2837
CAP Partners LLC
Tennessee
$671K +$636K +2,579 New
BFC
2838
Bedel Financial Consulting
Indiana
$670K +$6.41K +26 +1%
WFMPM
2839
Woodley Farra Manion Portfolio Management
Indiana
$670K -$51K -207 -7%
CCMT
2840
CMT Capital Markets Trading
Germany
$670K -$6M -24,326 -90%
FCA
2841
FinTrust Capital Advisors
South Carolina
$669K +$65.6K +266 +12%
TCG
2842
Transcendent Capital Group
Oklahoma
$668K +$632K +2,565 New
GC
2843
Garde Capital
Washington
$667K +$11.6K +47 +2%
DSN
2844
D. Scott Neal
Kentucky
$664K -$6.16K -25 -1%
CAG
2845
Curtis Advisory Group
California
$664K
AFA
2846
Arlington Financial Advisors
California
$663K
GCC
2847
Guardian Capital (Canada)
Ontario, Canada
$662K -$131K -532 -17%
PWA
2848
Primoris Wealth Advisors
Florida
$662K
XS
2849
XR Securities
Illinois
$662K +$337K +1,369 +117%
BWM
2850
BlackDiamond Wealth Management
New York
$661K +$71.2K +289 +14%