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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
GWP
3276
Gateway Wealth Partners
Wisconsin
$336K -$427K -1,734 -57%
IF
3277
Integrity Financial
Wyoming
$336K -$246K -999 -44%
LCGC
3278
Legacy Capital Group California
California
$336K +$57.7K +234 +22%
RCG
3279
Resource Consulting Group
Florida
$335K +$317K +1,287 New
PBO
3280
Peoples Bank (Ohio)
Ohio
$335K -$12.8K -52 -4%
CIA
3281
Caerus Investment Advisors
Texas
$334K -$1.48K -6 -0.5%
DP
3282
Divergent Planning
Maryland
$334K
LC
3283
LCNB Corp
Ohio
$334K -$3.94K -16 -1%
TC
3284
Trilogy Capital
California
$333K +$4.19K +17 +1%
SFC
3285
Swisher Financial Concepts
Ohio
$333K +$310K +1,258 New
JWM
3286
JPL Wealth Management
Colorado
$333K +$315K +1,278 New
OC
3287
Oarsman Capital
Wisconsin
$333K +$31.5K +128 +11%
KA
3288
Kure Advisory
Minnesota
$332K -$28.6K -116 -8%
MFG
3289
Mendota Financial Group
Wisconsin
$332K +$248K +1,006 +373%
SFG
3290
Socha Financial Group
New York
$331K +$493 +2 +0.2%
BFPW
3291
BOK Financial Private Wealth
Colorado
$330K +$124K +502 +66%
TPW
3292
Tiller Private Wealth
Pennsylvania
$330K -$19.7K -80 -6%
SR
3293
Syntax Research
Florida
$329K -$8.38K -34 -3%
FWP
3294
Falcon Wealth Planning
California
$329K +$47.3K +192 +18%
OPOWM
3295
One Plus One Wealth Management
Florida
$328K -$24.6K -100 -7%
PCA
3296
Prosperity Capital Advisors
Ohio
$328K +$14K +57 +5%
FWM
3297
FFT Wealth Management
Pennsylvania
$328K +$75.7K +307 +32%
FCMC
3298
Founders Capital Management (Connecticut)
Connecticut
$326K
MWM
3299
Mascoma Wealth Management
New Hampshire
$326K
SN
3300
Sittner & Nelson
Oregon
$325K