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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
TCWM
3101
Total Clarity Wealth Management
Illinois
$449K -$15.3K -62 -3%
USWIA
3102
UP Strategic Wealth Investment Advisors
Pennsylvania
$449K +$425K +1,724 New
AP
3103
Advisors Preferred
Maryland
$448K -$203K -825 -32%
OWA
3104
ORBA Wealth Advisors
Illinois
$447K +$423K +1,716 New
BW
3105
BIP Wealth
Georgia
$446K +$246 +1 +0.1%
NIWA
3106
New Insight Wealth Advisors
California
$445K +$422K +1,711 New
EB
3107
Exchange Bank
California
$444K +$3.2K +13 +0.8%
MKC
3108
M. Kraus & Co
Vermont
$444K
JEST
3109
JTC Employer Solutions Trustee
Jersey
$443K -$90.5K -367 -18%
FCFC
3110
First Citizens Financial Corp
Iowa
$443K
LWM
3111
LongView Wealth Management
Georgia
$442K +$414K +1,679 New
EA
3112
Everpar Advisors
Oklahoma
$442K +$419K +1,698 New
PCS
3113
Private Client Services
Kentucky
$442K +$418K +1,696 New
CPA
3114
Clear Point Advisors
New York
$441K +$418K +1,695 New
FZCM
3115
Flynn Zito Capital Management
New York
$440K +$79.4K +322 +24%
MPW
3116
MGO Private Wealth
California
$440K
TCMP
3117
Thrive Capital Management (Pennsylvania)
Pennsylvania
$440K +$103K +417 +33%
HA
3118
Hofer & Associates
California
$438K +$739 +3 +0.2%
PVAMC
3119
PPS&V Asset Management Consultants
Michigan
$438K -$4.93K -20 -1%
BWA
3120
Burt Wealth Advisors
Maryland
$437K
CICC
3121
Capital Investment Counsel (Colorado)
Colorado
$436K +$413K +1,676 New
AMR
3122
Asset Management Resources
Massachusetts
$435K +$2.71K +11 +0.7%
PCI
3123
Planning Center Inc
Illinois
$435K +$8.63K +35 +2%
SWM
3124
Seed Wealth Management
Illinois
$433K
DWP
3125
Destiny Wealth Partners
Florida
$433K +$9.86K +40 +2%