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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
AFAS
2976
Acorn Financial Advisory Services
Virginia
$553K +$5.18K +21 +1%
TWP
2977
Tempus Wealth Planning
California
$552K -$2.22K -9 -0.4%
SFA
2978
Source Financial Advisors
New York
$550K +$2.22K +9 +0.4%
CIM
2979
Chiron Investment Management
New York
$550K +$520K +2,111 New
FH
2980
FWG Holdings
Florida
$550K +$43.4K +176 +9%
OPPS
2981
Obsidian Personal Planning Solutions
Maryland
$548K +$80.1K +325 +18%
HIM
2982
Hillsdale Investment Management
Ontario, Canada
$545K -$121K -490 -19%
AIP
2983
ARS Investment Partners
New York
$544K -$94.4K -383 -15%
CFO
2984
Collective Family Office
Pennsylvania
$543K -$3.45K -14 -0.7%
VC
2985
Veery Capital
Delaware
$542K +$5.42K +22 +1%
SAM
2986
Smithbridge Asset Management
Pennsylvania
$541K +$739 +3 +0.1%
DCM
2987
DGS Capital Management
New Jersey
$540K +$83.3K +338 +19%
TCG
2988
Tremblant Capital Group
Florida
$539K +$79.9K +324 +19%
MMHP
2989
Murphy Middleton Hinkle & Parker
Georgia
$537K
FCIM
2990
Fairview Capital Investment Management
California
$536K
VAG
2991
VisionPoint Advisory Group
Texas
$531K -$97.1K -394 -16%
SCA
2992
St. Clair Advisors
Ohio
$531K
EIG
2993
Ellenbecker Investment Group
Wisconsin
$531K -$73.2K -297 -13%
SCM
2994
SOL Capital Management
Maryland
$531K
MM
2995
MQS Management
New York
$529K -$438K -1,776 -47%
CA
2996
Crumly & Associates
Illinois
$527K +$152K +616 +44%
CG
2997
Clifford Group
Massachusetts
$526K
SFG
2998
SNS Financial Group
Minnesota
$526K +$57.7K +234 +13%
SLG
2999
Stanley-Laman Group
Pennsylvania
$524K +$1.12M +4,532 New
BWM
3000
Baystate Wealth Management
Massachusetts
$524K +$20.2K +82 +4%