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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
PPW
3201
Presilium Private Wealth
Pennsylvania
$383K
SIC
3202
Schwartz Investment Counsel
Michigan
$383K
FFG
3203
Fortem Financial Group
California
$383K +$55.7K +226 +18%
NIC
3204
Northwest Investment Counselors
Oregon
$382K +$17K +69 +5%
LWM
3205
LJI Wealth Management
Indiana
$381K -$246 -1 -0.1%
AGC
3206
Aspen Grove Capital
Colorado
$381K +$38.9K +158 +12%
CFFP
3207
Center for Financial Planning
Michigan
$379K
HNWAG
3208
High Net Worth Advisory Group
Florida
$379K
PCA
3209
Peddock Capital Advisors
Massachusetts
$379K -$12.3K -50 -3%
PWP
3210
Precedent Wealth Partners
Texas
$378K +$358K +1,453 New
MWP
3211
Meridian Wealth Partners
Pennsylvania
$377K +$14K +57 +4%
LFGH
3212
Lee Financial Group Hawaii
Hawaii
$376K +$493 +2 +0.1%
FCCM
3213
First City Capital Management
Georgia
$375K +$43.4K +176 +14%
FWP
3214
Firethorn Wealth Partners
Georgia
$374K +$57.9K +235 +20%
SHWM
3215
Smith & Howard Wealth Management
Georgia
$373K
CCMI
3216
Creative Capital Management Investments
California
$371K
IFA
3217
Index Fund Advisors
California
$370K -$197K -800 -36%
DIA
3218
Dean Investment Associates
Ohio
$369K -$10.8K -44 -3%
GHAM
3219
Gilman Hill Asset Management
Connecticut
$368K +$54.7K +222 +19%
GA
3220
Gateway Advisory
New Jersey
$368K +$47.8K +194 +16%
SWM
3221
Solano Wealth Management
California
$366K +$346K +1,405 New
SC
3222
Saturna Capital
Washington
$364K -$26.6K -108 -7%
MIM
3223
Martin Investment Management
Florida
$364K
BWA
3224
Beam Wealth Advisors
Louisiana
$364K -$246 -1 -0.1%
FFAM
3225
Forge First Asset Management
Canada
$364K -$5.42M -21,970 -94%