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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 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 423 | Existing positions closed: 104

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: 3,5123,771 (+259)

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
+259
Holders Change %
+7.37%
% of All Funds
54.99%
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
104
Calls
$4.53B
Puts
$4.04B
Net Calls
+$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Change in
Stake
HPM
3151
Hoxton Planning & Management
West Virginia
$417K +$17.5K +71 +5%
SSW
3152
Smith Shellnut Wilson
Mississippi
$417K
SC
3153
Shay Capital
New York
$417K +$394K +1,600 New
ACM
3154
Andina Capital Management
Utah
$416K +$393K +1,596 New
CAGAS
3155
Capital Advisory Group Advisory Services
Minnesota
$414K +$10.1K +41 +3%
GSAM
3156
Grant Street Asset Management
Pennsylvania
$414K -$16.5K -67 -4%
SCA
3157
Sippican Capital Advisors
Massachusetts
$413K
WAOI
3158
Wealth Advisors of Iowa
Iowa
$413K -$290K -1,178 -43%
BWM
3159
BCS Wealth Management
Tennessee
$413K
WA
3160
WESPAC Advisors
California
$413K
CFG
3161
Carr Financial Group
Massachusetts
$412K +$4.93K +20 +1%
LFG
3162
Lockerman Financial Group
California
$412K -$246 -1 -0.1%
AHL
3163
Abel Hall LLC
Louisiana
$411K +$389K +1,579 New
SIC
3164
Sigma Investment Counselors
Michigan
$410K -$7.15K -29 -2%
FCG
3165
Financial Connections Group
California
$406K
BC
3166
Brio Consultants
California
$405K +$108K +437 +39%
MWPCG
3167
Measured Wealth Private Client Group
New Hampshire
$405K
LL
3168
LWMG LLC
Minnesota
$403K +$20.2K +82 +6%
HWA
3169
HHM Wealth Advisors
Tennessee
$403K +$22.2K +90 +6%
VDI
3170
Vaughan David Investments
Illinois
$403K +$11.3K +46 +3%
V
3171
VeraBank
Texas
$401K +$12.3K +50 +3%
EW
3172
Element Wealth
Mississippi
$401K -$32.8K -133 -8%
CGA
3173
Crescent Grove Advisors
Illinois
$400K +$72.2K +293 +24%
AC
3174
Apella Capital
Connecticut
$399K -$28.6K -116 -7%
SNBOSCI
3175
Security National Bank of Sioux City Iowa
Iowa
$399K -$98.6K -400 -21%