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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
EC
3076
EdgeRock Capital
Colorado
$463K +$166K +672 +67%
OTL
3077
Oak Thistle LLC
New York
$462K -$831K -3,370 -65%
EA
3078
Emerald Advisors
Washington
$462K +$6.41K +26 +1%
MAM
3079
Mainsail Asset Management
Alabama
$462K +$437K +1,775 New
WF
3080
Wayfinding Financial
Washington
$462K +$4.93K +20 +1%
LJHT
3081
Laurie J. Hall Trustee
$462K +$94.9K +385 +28%
SHF
3082
Stage Harbor Financial
Massachusetts
$462K +$437K +1,773 New
WAM
3083
Worth Asset Management
Texas
$461K +$246 +1 +0.1%
RFN
3084
Redwood Financial Network
Ohio
$461K
SIM
3085
Studio Investment Management
Illinois
$460K -$64.3K -261 -13%
YWM
3086
Yoder Wealth Management
California
$460K +$436K +1,767 New
SIS
3087
Sound Income Strategies
Florida
$458K +$28.8K +117 +7%
CBTWT
3088
Community Bank & Trust (Waco, Texas)
Texas
$458K -$56K -227 -11%
JJBC
3089
James J. Burns & Company
New York
$458K +$199K +808 +85%
HCA
3090
Heck Capital Advisors
Wisconsin
$458K -$39.2K -159 -8%
KNW
3091
Kesler Norman & Wride
Utah
$457K +$432K +1,754 New
MHR
3092
Matthew Hamilton Rosenberg
$456K +$16K +65 +4%
EWA
3093
Evolution Wealth Advisors
Florida
$456K
DA
3094
Dover Advisors
Virginia
$455K -$47.3K -192 -10%
SCG
3095
Sonata Capital Group
Washington
$455K
SEIA
3096
Signature Estate & Investment Advisors
California
$454K +$2.46K +10 +0.6%
TFA
3097
Transamerica Financial Advisors
Florida
$452K +$384K +1,556 +864%
W
3098
Wealthquest
Ohio
$451K
RVPG
3099
Relative Value Partners Group
$451K +$15.3K +62 +4%
BPFA
3100
Barnes Pettey Financial Advisors
Mississippi
$449K +$1.23K +5 +0.3%