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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
RAM
3176
Roanoke Asset Management
New Jersey
$398K
CPW
3177
Crestmont Private Wealth
Texas
$398K -$21.4K -87 -5%
JCFM
3178
JBR Co Financial Management
Oklahoma
$397K +$376K +1,526 New
UBG
3179
United Bank (Georgia)
Georgia
$397K -$26.1K -106 -7%
KIA
3180
KLR Investment Advisors
Rhode Island
$394K +$40.2K +163 +12%
MIAS
3181
Mason Investment Advisory Services
Virginia
$393K +$1.48K +6 +0.4%
GCM
3182
Gladius Capital Management
Illinois
$392K -$5.57M -22,615 -94%
LWM
3183
Lakeridge Wealth Management
Ohio
$392K +$371K +1,506 New
AMG
3184
Advisors Management Group
Wisconsin
$392K
BFG
3185
Bouchey Financial Group
New York
$392K +$9.12K +37 +3%
BAM
3186
BOCHK Asset Management
Hong Kong
$390K +$370K +1,500 New
MWM
3187
Modern Wealth Management
Kansas
$390K +$369K +1,497 New
HFS
3188
Howard Financial Services
Texas
$390K +$48.1K +195 +15%
SC
3189
Seldon Capital
California
$389K
HP
3190
HT Partners
Connecticut
$388K -$76.4K -310 -17%
PRWA
3191
Platte River Wealth Advisors
Colorado
$388K -$19.2K -78 -5%
WRM
3192
Weybosset Research & Management
Rhode Island
$388K
PAM
3193
Paradigm Asset Management
New York
$388K
VP
3194
Verum Partners
North Carolina
$388K -$3.94K -16 -1%
PCH
3195
PGIM Custom Harvest
New Jersey
$387K -$5.67K -23 -2%
HCC
3196
Hirtle Callaghan & Co
Pennsylvania
$386K +$37.2K +151 +11%
LRWA
3197
Long Run Wealth Advisors
New York
$386K +$365K +1,482 New
CL
3198
CIM LLC
New York
$384K
CWA
3199
Canvas Wealth Advisors
Kansas
$384K -$11.6K -47 -3%
YWS
3200
Yarger Wealth Strategies
Ohio
$383K +$30.8K +125 +9%