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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
RWM
3026
RKL Wealth Management
Pennsylvania
$507K +$49.8K +202 +12%
CSPAM
3027
Cary Street Partners Asset Management
Virginia
$507K
FI
3028
Finivi Inc
Massachusetts
$506K +$479K +1,942 New
SPW
3029
Sonoma Private Wealth
California
$505K -$26.9K -109 -5%
BIP
3030
Blue Investment Partners
California
$504K
BAM
3031
Blueshift Asset Management
New Jersey
$503K +$476K +1,933 New
HP
3032
Holistic Planning
Texas
$503K +$476K +1,931 New
WDG
3033
Wealth Dimensions Group
Ohio
$502K -$87.7K -356 -16%
AC
3034
ASB Consultores
Florida
$502K -$215K -873 -31%
VC
3035
Vicus Capital
Pennsylvania
$498K -$1.06M -4,289 -69%
VCM
3036
Vivaldi Capital Management
Illinois
$498K +$132K +534 +42%
NFG
3037
Nadler Financial Group
Illinois
$495K +$10.8K +44 +2%
MC
3038
Machina Capital
France
$493K +$467K +1,894 New
OIM
3039
Oder Investment Management
California
$493K -$11.6K -47 -2%
EA
3040
Echo45 Advisors
California
$493K +$38.7K +157 +9%
FNWA
3041
Financial Network Wealth Advisors
Utah
$493K +$466K +1,892 New
RTC
3042
Riverview Trust Company
Washington
$491K
GAM
3043
Garrison Asset Management
Arkansas
$490K +$180K +729 +63%
MIG
3044
McGuire Investment Group
Rhode Island
$490K
SWM
3045
StoneCrest Wealth Management
Arizona
$489K +$463K +1,878 New
MCM
3046
Monarch Capital Management
Indiana
$487K -$1.23K -5 -0.3%
VAM
3047
Verity Asset Management
North Carolina
$486K -$2.46K -10 -0.5%
CWC
3048
Carolinas Wealth Consulting
North Carolina
$485K +$18K +73 +4%
JDR
3049
Jay D. Rosenbaum
$485K -$44.9K -182 -9%
JWM
3050
Jeppson Wealth Management
California
$485K -$4.44K -18 -1%