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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
FP
3301
Financial Perspectives
Minnesota
$325K +$986 +4 +0.3%
PFA
3302
Pathway Financial Advisors
Vermont
$323K -$12.8K -52 -4%
BRA
3303
Biechele Royce Advisors
Indiana
$322K -$65.3K -265 -18%
AR
3304
Apeiron RIA
Texas
$322K +$40.2K +163 +15%
CHA
3305
Cooper/Haims Advisors
New York
$320K
GCM
3306
Goldstream Capital Management
Hong Kong
$320K -$319K -1,294 -51%
WA
3307
Waterford Advisors
New York
$320K
WCFA
3308
Walkner Condon Financial Advisors
Wisconsin
$320K +$50.5K +205 +20%
CB
3309
Centennial Bank
Arkansas
$320K +$10.6K +43 +4%
JGIA
3310
Jackson Grant Investment Advisers
Connecticut
$319K +$246 +1 +0.1%
COCM
3311
Charter Oak Capital Management
New Hampshire
$319K +$23.4K +95 +8%
CWM
3312
Cherrydale Wealth Management
New Jersey
$318K +$23.9K +97 +9%
SWRP
3313
Summit Wealth & Retirement Planning
California
$318K -$9.61K -39 -3%
SIS
3314
Strategic Investment Solutions
Illinois
$317K -$4.27M -17,308 -93%
GA
3315
GoalVest Advisory
New York
$317K +$9.86K +40 +3%
KAM
3316
KEB Asset Management
Illinois
$316K +$493 +2 +0.2%
APG
3317
Abacus Planning Group
South Carolina
$315K +$22.9K +93 +8%
ORC
3318
O'Rourke & Company
Massachusetts
$313K -$19.7K -80 -6%
CWM
3319
C2C Wealth Management
Arizona
$312K -$34K -138 -10%
IPW
3320
Invictus Private Wealth
Colorado
$312K -$30.3K -123 -9%
CMP
3321
Courage Miller Partners
Virginia
$312K
Dodge & Cox
3322
Dodge & Cox
California
$312K
ACC
3323
Acorn Creek Capital
Colorado
$312K +$296K +1,200 New
MSWM
3324
Mowery & Schoenfeld Wealth Management
Illinois
$309K +$292K +1,186 New
AWAP
3325
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$309K -$22.4K -91 -7%