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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
EL
3126
EWA LLC
Pennsylvania
$432K +$8.38K +34 +2%
FBFS
3127
First Business Financial Services
Wisconsin
$431K -$713K -2,894 -64%
GHA
3128
Granite Harbor Advisors
Texas
$431K +$14.8K +60 +4%
TWA
3129
Talisman Wealth Advisors
New Jersey
$431K +$12.3K +50 +3%
SGWM
3130
Sterling Group Wealth Management
California
$430K
TWA
3131
Tandem Wealth Advisors
Arizona
$428K
FDCP
3132
Foster Dykema Cabot & Partners
Massachusetts
$427K +$404K +1,641 New
PS
3133
Planned Solutions
California
$427K +$6.41K +26 +2%
CIM
3134
Contravisory Investment Management
Massachusetts
$426K +$5.42K +22 +1%
Cohen & Steers
3135
Cohen & Steers
New York
$425K
BMWM
3136
Brown Miller Wealth Management
Virginia
$424K +$246 +1 +0.1%
AWM
3137
Aberdeen Wealth Management
Illinois
$424K +$246 +1 +0.1%
WPWM
3138
Western Pacific Wealth Management
Illinois
$424K +$7.39K +30 +2%
MAM
3139
Marquette Asset Management
Minnesota
$424K -$29.8K -121 -7%
AI
3140
AdvisorShares Investments
Maryland
$423K -$4.68K -19 -1%
DWA
3141
Delap Wealth Advisory
Oregon
$423K +$401K +1,625 New
SNBOSD
3142
Security National Bank of So Dak
Iowa
$422K
NRW
3143
Nova R Wealth
Kansas
$422K +$246 +1 +0.1%
FSA
3144
Franklin Street Advisors
North Carolina
$422K
DE
3145
Day & Ennis
Georgia
$422K
SCM
3146
Semanteon Capital Management
Massachusetts
$421K +$399K +1,617 New
TFA
3147
Tobias Financial Advisors
Florida
$420K +$15.3K +62 +4%
LF
3148
Lantz Financial
Illinois
$420K +$13.8K +56 +4%
FSA
3149
Financial Security Advisor
Virginia
$419K +$14.8K +60 +4%
FWM
3150
Fiat Wealth Management
Minnesota
$419K +$396K +1,608 New