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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
GP
2851
Geneva Partners
Wisconsin
$661K +$74.4K +302 +14%
IIC
2852
Integrated Investment Consultants
Michigan
$659K +$1.73K +7 +0.3%
VEA
2853
Virtus ETF Advisers
New York
$657K -$148K -599 -19%
CRIG
2854
Charter Research & Investment Group
Connecticut
$656K
CIEP
2855
Constellation Investimentos e Participacoes
Brazil
$656K -$32.8K -133 -5%
KFSC
2856
Keystone Financial Services (Colorado)
Colorado
$654K +$11.1K +45 +2%
CNFG
2857
Creegan & Nassoura Financial Group
New Hampshire
$653K
MAM
2858
Marotta Asset Management
Virginia
$652K -$91.2K -370 -13%
AG
2859
Artal Group
Luxembourg
$651K -$1.23M -5,000 -67%
FFG
2860
Frisch Financial Group
New York
$651K +$21.9K +89 +4%
LFA
2861
Laraway Financial Advisors
Minnesota
$651K
MWA
2862
Moser Wealth Advisors
Washington
$651K
AT
2863
Arvest Trust
Oklahoma
$651K +$177K +717 +40%
HWM
2864
Hemington Wealth Management
Virginia
$650K +$80.6K +327 +15%
OWM
2865
OneAscent Wealth Management
Alabama
$649K -$3.2K -13 -0.5%
EAM
2866
Evanson Asset Management
California
$646K -$181K -736 -23%
MAM
2867
Meeder Asset Management
Ohio
$644K -$16.5K -67 -3%
RPCA
2868
Running Point Capital Advisors
California
$643K -$1.97K -8 -0.3%
SCM
2869
Steele Capital Management
Iowa
$640K +$606K +2,458 New
CWM
2870
Cedar Wealth Management
California
$639K -$2.22K -9 -0.4%
JE
2871
JMAC Enterprises
Pennsylvania
$638K +$65.1K +264 +12%
WDL
2872
Well Done LLC
Michigan
$638K +$74.4K +302 +14%
AA
2873
Addison Advisors
Vermont
$637K +$25.9K +105 +4%
GF
2874
Gries Financial
Ohio
$637K -$84.3K -342 -12%
FCM
2875
Family Capital Management
Michigan
$637K -$22.7K -92 -4%