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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
KA
3251
Kercheville Advisors
Texas
$351K
GJIA
3252
Glass Jacobson Investment Advisors
Maryland
$351K +$40.2K +163 +14%
SRC
3253
Shufro Rose & Co
New York
$351K
HBWM
3254
Hollow Brook Wealth Management
New York
$350K
NC
3255
Napatree Capital
Rhode Island
$350K +$332K +1,345 New
EWS
3256
Evergreen Wealth Solutions
Pennsylvania
$349K -$4.44K -18 -1%
AFS
3257
Annapolis Financial Services
Maryland
$349K -$4.93K -20 -1%
AIIMS
3258
Analyst IMS Investment Management Services
Israel
$349K
TPWA
3259
Twin Peaks Wealth Advisors
California
$349K +$330K +1,339 New
FC
3260
Financial Council
Maryland
$347K
KFC
3261
Klingenstein Fields & Co
New York
$347K
FA
3262
Fortis Advisors
Pennsylvania
$346K +$9.86K +40 +3%
NJIM
3263
Nabity-Jensen Investment Management
Nebraska
$345K +$327K +1,325 New
GC
3264
Gibson Capital
Pennsylvania
$344K +$33.8K +137 +12%
AAM
3265
Austin Asset Management
Texas
$344K -$32.3K -131 -9%
TFF
3266
The Family Firm
Maryland
$343K +$493 +2 +0.2%
WWP
3267
Waypoint Wealth Partners
California
$343K +$324K +1,316 New
MWC
3268
MBM Wealth Consultants
Missouri
$341K -$28.3K -115 -8%
KFA
3269
Kelleher Financial Advisors
New York
$341K
CC
3270
Callan Capital
California
$341K +$7.39K +30 +2%
GWM
3271
GSB Wealth Management
Connecticut
$340K -$7.64K -31 -2%
EMFAT
3272
Emerald Mutual Fund Advisers Trust
Pennsylvania
$340K +$26.6K +108 +9%
PFM
3273
Phillips Financial Management
Indiana
$340K +$28.3K +115 +10%
PA
3274
Prism Advisors
California
$339K +$73.9K +300 +30%
CWA
3275
Consilio Wealth Advisors
Washington
$338K +$56K +227 +21%