We are live on ! Find out more

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
JCIA
3051
Jackson Creek Investment Advisors
Colorado
$483K -$1.97K -8 -0.4%
KPWG
3052
KFA Private Wealth Group
Virginia
$482K +$118K +480 +35%
CHA
3053
Carmichael Hill & Associates
Maryland
$480K +$246 +1 +0.1%
RWPA
3054
Richard W. Paul & Associates
Michigan
$480K -$14.5K -59 -3%
IWS
3055
Insight Wealth Strategies
California
$479K +$5.18K +21 +1%
CCWM
3056
Correct Capital Wealth Management
Missouri
$478K +$452K +1,835 New
IA
3057
Insight Advisors
Pennsylvania
$478K +$33.3K +135 +8%
BIA
3058
Biondo Investment Advisors
Pennsylvania
$476K -$1.73K -7 -0.4%
1CP
3059
17 Capital Partners
Arizona
$476K +$451K +1,830 New
PPW
3060
Parcion Private Wealth
Washington
$476K -$36K -146 -7%
PAG
3061
Paladin Advisory Group
Iowa
$476K
CIS
3062
Custom Index Systems
New York
$475K +$449K +1,823 New
KL
3063
KilterHowling LLC
Colorado
$473K -$986 -4 -0.2%
RA
3064
Riversedge Advisors
Delaware
$473K -$77.1K -313 -15%
PIMG
3065
Patriot Investment Management Group
Tennessee
$473K -$88K -357 -16%
CWM
3066
Chesapeake Wealth Management
Virginia
$473K -$66.8K -271 -13%
FFWM
3067
Future Financial Wealth Management
Ohio
$473K
PA
3068
Probity Advisors
Texas
$471K -$144K -585 -24%
B
3069
Bridgeworth
Alabama
$470K -$16.5K -67 -4%
C1AG
3070
Client 1st Advisory Group
Florida
$468K +$52.3K +212 +13%
RCM
3071
Raleigh Capital Management
North Carolina
$467K +$65.3K +265 +17%
MI
3072
Motiv8 Investments
Florida
$465K +$441K +1,788 New
CCG
3073
Coastwise Capital Group
California
$465K +$2.96K +12 +0.7%
MA
3074
MKT Advisors
California
$465K -$1.73K -7 -0.4%
FA
3075
Financial Alternatives
California
$464K