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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
RW
2901
Rede Wealth
Virginia
$616K
MSCM
2902
McElhenny Sheffield Capital Management
Texas
$614K -$39.2K -159 -6%
TWP
2903
Tower Wealth Partners
Pennsylvania
$614K -$27.4K -111 -4%
TC
2904
TAGStone Capital
North Carolina
$613K +$986 +4 +0.2%
CWS
2905
Cypress Wealth Services
California
$613K +$14K +57 +2%
WAM
2906
Winslow Asset Management
Ohio
$612K
AWAG
2907
ARS Wealth Advisors Group
Florida
$607K +$28.1K +114 +5%
PHWM
2908
Pine Harbor Wealth Management
Maryland
$604K +$572K +2,319 New
TCM
2909
Tandem Capital Management
New Jersey
$601K -$3.7K -15 -0.6%
BAM
2910
Bellevue Asset Management
Washington
$600K -$8.87K -36 -2%
SWM
2911
Silverlake Wealth Management
Vermont
$599K +$34K +138 +6%
MFWP
2912
Mosaic Family Wealth Partners
Missouri
$598K +$206K +834 +57%
BCM
2913
BluePath Capital Management
Georgia
$598K +$75.9K +308 +16%
FPB
2914
First PREMIER Bank
South Dakota
$596K +$21.2K +86 +4%
RA
2915
Ruggaard & Associates
Ohio
$595K +$7.64K +31 +1%
GCM
2916
Gator Capital Management
Florida
$595K
MAM
2917
Milestone Asset Management
Pennsylvania
$592K +$13.1K +53 +2%
SOW
2918
State of Wyoming
Wyoming
$591K +$38K +154 +7%
Financial Engines Advisors
2919
Financial Engines Advisors
California
$591K +$129K +523 +30%
SPC
2920
Stewart & Patten Company
California
$591K -$123K -500 -18%
BBW
2921
Blue Barn Wealth
Utah
$591K +$87.7K +356 +19%
SAI
2922
Savvy Advisors Inc
New York
$591K +$560K +2,270 New
GSIS
2923
Global Strategic Investment Solutions
Arizona
$590K -$4.19K -17 -0.7%
DA
2924
Drake & Associates
Wisconsin
$590K +$12.1K +49 +2%
CFD
2925
Creative Financial Designs
Indiana
$589K +$52.3K +212 +10%