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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
WW
3226
Westshore Wealth
California
$364K -$11.8K -48 -3%
EWA
3227
ERTS Wealth Advisors
Michigan
$364K -$4.44K -18 -1%
VWM
3228
Valley Wealth Managers
New Jersey
$363K +$39.4K +160 +13%
CWA
3229
Clarus Wealth Advisors
Arizona
$362K +$333K +1,351 New
OLVIG
3230
Oliver Lagore Vanvalin Investment Group
Michigan
$362K +$10.6K +43 +3%
MWM
3231
Merriman Wealth Management
Washington
$361K +$33K +134 +11%
C
3232
Covestor
United Kingdom
$361K +$39.9K +162 +13%
BG
3233
Benedetti & Gucer
Georgia
$360K
ELM
3234
Elite Life Management
Florida
$359K +$340K +1,381 New
III
3235
Independent Investors Inc
New York
$359K
DWG
3236
Darden Wealth Group
Michigan
$359K +$340K +1,380 New
KLCM
3237
KG&L Capital Management
Louisiana
$359K -$355K -1,440 -51%
FC
3238
Fusion Capital
South Carolina
$358K +$246 +1 +0.1%
OHIS
3239
Oak Harvest Investment Services
Texas
$357K +$20K +81 +6%
HI
3240
Humankind Investments
New York
$356K -$19.5K -79 -5%
WCAMG
3241
Woodard & Company Asset Management Group
North Carolina
$356K +$2.96K +12 +0.9%
DA
3242
DSC Advisors
Illinois
$356K +$21.4K +87 +7%
DWM
3243
Defined Wealth Management
Oregon
$356K +$5.18K +21 +2%
MBI
3244
May Barnhard Investments
Maryland
$355K +$336K +1,365 New
AA
3245
AJ Advisors
Tennessee
$354K +$44.9K +182 +15%
SICM
3246
Sustainable Insight Capital Management
New York
$354K -$49.3K -200 -13%
WFA
3247
WestHill Financial Advisors
California
$353K -$3.2K -13 -1%
GWM
3248
Greenwich Wealth Management
Connecticut
$352K -$9.86K -40 -3%
OCM
3249
Orser Capital Management
Texas
$352K
MSA
3250
McAlister Sweet & Associates
Texas
$351K -$71.5K -290 -18%