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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
C
3001
CEDRUS
Colorado
$523K +$45.4K +184 +10%
SPWG
3002
Sage Private Wealth Group
Illinois
$523K +$92.9K +377 +23%
WC
3003
Westhampton Capital
North Carolina
$522K -$6.16K -25 -1%
CSWM
3004
Cassady Schiller Wealth Management
Ohio
$522K
LWANC
3005
Laurel Wealth Advisors (North Carolina)
North Carolina
$521K -$48.1K -195 -9%
SI
3006
Saxon Interests
Texas
$519K +$491K +1,992 New
WSWA
3007
Warren Street Wealth Advisors
California
$517K +$76.2K +309 +18%
PA
3008
PFW Advisors
Georgia
$515K -$49K -199 -9%
AA
3009
Alesco Advisors
New York
$515K
PSCM
3010
Per Stirling Capital Management
Texas
$514K +$246 +1 +0.1%
HFP
3011
Holistic Financial Partners
Indiana
$514K +$9.61K +39 +2%
HZ
3012
Hixon Zuercher
Ohio
$513K +$75.4K +306 +18%
SCA
3013
Sandy Cove Advisors
Massachusetts
$513K +$74.9K +304 +18%
BCM
3014
Bourgeon Capital Management
Connecticut
$513K +$439K +1,780 +937%
ETIA
3015
Epic Trust Investment Advisors
Washington
$513K -$47.6K -193 -9%
PIAS
3016
PCA Investment Advisory Services
Ohio
$512K +$493 +2 +0.1%
LCM
3017
LVM Capital Management
Michigan
$512K
AO
3018
Allen Operations
New York
$512K
DB
3019
Dravo Bay
Delaware
$511K +$4.93K +20 +1%
CIG
3020
Cairn Investment Group
Washington
$511K +$12.3K +50 +3%
KFI
3021
Key Financial Inc
Pennsylvania
$511K
WOC
3022
West Oak Capital
California
$510K
CWA
3023
CM Wealth Advisors
Ohio
$509K
HI
3024
Hudock Inc
Pennsylvania
$509K +$4.93K +20 +1%
VFPI
3025
Vantage Financial Partners (Illinois)
Illinois
$508K -$166K -675 -26%