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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
SWM
2926
Stockman Wealth Management
Montana
$589K -$11.3K -46 -2%
CG
2927
Clarus Group
Texas
$588K -$50.3K -204 -8%
MPCG
2928
Matrix Private Capital Group
New York
$588K -$1.97K -8 -0.4%
EBA
2929
Eagle Bay Advisors
New York
$587K -$94.6K -384 -15%
SFWA
2930
Summit Financial Wealth Advisors
Louisiana
$586K
PWA
2931
Physician Wealth Advisors
Utah
$585K +$11.3K +46 +2%
TWM
2932
Trueblood Wealth Management
Ohio
$584K +$553K +2,243 New
NJBEST
2933
New Jersey Better Educational Savings Trust
New Jersey
$583K
TA
2934
TrueWealth Advisors
Alabama
$582K +$119K +484 +28%
CSB
2935
City State Bank
Iowa
$582K -$7.89K -32 -1%
VAF
2936
Values Added Financial
District of Columbia
$581K -$56.4K -229 -9%
SIM
2937
SSI Investment Management
California
$581K -$1.48K -6 -0.3%
SC
2938
Sonen Capital
California
$581K
MAWA
2939
Moss Adams Wealth Advisors
Washington
$580K +$28.3K +115 +5%
JWA
2940
JFS Wealth Advisors
Pennsylvania
$580K +$26.6K +108 +5%
AA
2941
Apriem Advisors
California
$579K -$9.12K -37 -2%
CCP
2942
Cassia Capital Partners
North Carolina
$579K +$27.1K +110 +5%
BBNB
2943
Baker Boyer National Bank
Washington
$576K +$33.8K +137 +7%
LAM
2944
Lewis Asset Management
California
$575K +$545K +2,210 New
APWA
2945
Atlas Private Wealth Advisors
New Jersey
$574K
HPWM
2946
High Pines Wealth Management
Massachusetts
$574K +$81.6K +331 +18%
BBA
2947
Braun-Bostich & Associates
Pennsylvania
$574K +$12.8K +52 +2%
VFG
2948
Victory Financial Group
Texas
$573K +$543K +2,202 New
BA
2949
Birinyi Associates
Connecticut
$573K -$12.3K -50 -2%
SFC
2950
Strategic Financial Concepts
Texas
$573K -$86K -349 -14%