We are live on ! Find out more

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
HWA
2876
Heartwood Wealth Advisors
Virginia
$636K -$59.9K -243 -9%
RWA
2877
Redhawk Wealth Advisors
Minnesota
$635K -$739 -3 -0.1%
SWM
2878
Salvus Wealth Management
New Jersey
$635K +$2.22K +9 +0.4%
BHIA
2879
Birch Hill Investment Advisors
Massachusetts
$634K +$92.2K +374 +18%
DA
2880
Detalus Advisors
Missouri
$633K -$35.7K -145 -6%
FG
2881
Foster Group
Iowa
$633K
DWA
2882
Dougherty Wealth Advisers
Minnesota
$629K
CWM
2883
Cahaba Wealth Management
Georgia
$627K -$76.7K -311 -11%
EWP
2884
Engrave Wealth Partners
Texas
$625K +$27.6K +112 +5%
BFS
2885
Burr Financial Services
California
$623K +$551K +2,237 New
LPAM
2886
Lodestar Private Asset Management
California
$622K
ACM
2887
Allred Capital Management
Texas
$622K -$1.23K -5 -0.2%
OFW
2888
Omnia Family Wealth
Florida
$621K +$74.9K +304 +15%
CIAS
2889
CFS Investment Advisory Services
New Jersey
$621K +$60.4K +245 +11%
CCIA
2890
Campbell & Co Investment Adviser
Maryland
$621K -$25.1K -102 -4%
UL
2891
Unionview LLC
Washington
$620K +$22.7K +92 +4%
CFS
2892
Commonwealth Financial Services
West Virginia
$620K +$5.92K +24 +1%
PWP
2893
Pursue Wealth Partners
California
$620K +$297K +1,205 +103%
GCA
2894
Gradient Capital Advisors
California
$619K
GA
2895
Goldstein Advisors
Wisconsin
$619K -$24.2K -98 -4%
TCM
2896
Towercrest Capital Management
Pennsylvania
$619K +$5.67K +23 +1%
Capstone Investment Advisors
2897
Capstone Investment Advisors
New York
$618K -$5.81M -23,587 -91%
PCMF
2898
Private Capital Management (Florida)
Florida
$617K
TRIA
2899
Trail Ridge Investment Advisors
Colorado
$617K -$22.7K -92 -4%
RWM
2900
Revisor Wealth Management
Ohio
$616K -$414K -1,680 -42%