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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
MWM
3326
Mosley Wealth Management
California
$309K +$292K +1,185 New
BBWP
3327
Beacon Bridge Wealth Partners
Pennsylvania
$308K +$493 +2 +0.2%
RG
3328
Richelieu Gestion
France
$307K +$290K +1,178 New
FDS
3329
Freedom Day Solutions
Texas
$306K
AIP
3330
Almanack Investment Partners
Pennsylvania
$305K +$739 +3 +0.3%
AAG
3331
Armstrong Advisory Group
Massachusetts
$304K
MMA
3332
Mizuho Markets Americas
New York
$304K +$288K +1,167 New
CMAI
3333
Capital Management Associates Inc
Minnesota
$303K +$286K +1,162 New
FAN
3334
Financial Advisors Network
California
$302K +$5.42K +22 +2%
HWM
3335
Horizon Wealth Management
Illinois
$302K +$16.8K +68 +6%
OCM
3336
Orleans Capital Management
Louisiana
$301K +$285K +1,155 New
ODG
3337
O'Dell Group
Ohio
$299K +$246 +1 +0.1%
SFCL
3338
Strengthening Families & Communities LLC
Massachusetts
$299K -$986 -4 -0.3%
PTC
3339
Petrus Trust Company
Texas
$298K
MLFP
3340
MPS Loria Financial Planners
Illinois
$297K +$1.48K +6 +0.5%
MIM
3341
Marco Investment Management
Georgia
$297K
BDFN
3342
Bond & Devick Financial Network
Minnesota
$297K +$1.48K +6 +0.5%
FWI
3343
Facet Wealth Inc
Maryland
$297K +$264K +1,073 New
EL
3344
Essex LLC
Illinois
$296K
FWM
3345
Fortress Wealth Management
California
$296K +$986 +4 +0.4%
WA
3346
WealthTrust Axiom
Pennsylvania
$296K +$280K +1,135 New
HIG
3347
Heritage Investment Group
Florida
$295K
PAG
3348
Powers Advisory Group
Illinois
$295K +$7.89K +32 +3%
RB
3349
Rodgers Brothers
Pennsylvania
$295K
EFG
3350
Embree Financial Group
Illinois
$295K +$279K +1,132 New