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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
PSF
3351
Pacific Sun Financial
California
$294K
RIP
3352
RAM Investment Partners
Washington
$294K +$15.8K +64 +6%
SFC
3353
SYM Financial Corp
Indiana
$292K +$277K +1,123 New
TF
3354
Tompkins Financial
New York
$291K +$43.1K +175 +19%
WIA
3355
Wetzel Investment Advisors
Indiana
$290K +$274K +1,113 New
SA
3356
Skyline Advisors
Washington
$289K +$273K +1,109 New
WB
3357
West Bancorporation
Iowa
$287K -$4.68K -19 -2%
KCFA
3358
Key Client Fiduciary Advisors
New Jersey
$287K -$4.19K -17 -2%
BDF
3359
Black Diamond Financial
Maryland
$286K -$9.86K -40 -4%
AFM
3360
Armstrong Fleming & Moore
District of Columbia
$286K +$246 +1 +0.1%
NIM
3361
Nexus Investment Management
Ontario, Canada
$286K
AIA
3362
AIMZ Investment Advisors
California
$285K
PMG
3363
Private Management Group
California
$284K +$2.71K +11 +1%
WWMSC
3364
Wagner Wealth Management (South Carolina)
South Carolina
$284K
MHIC
3365
Marble Harbor Investment Counsel
Massachusetts
$282K
LF
3366
LifeSteps Financial
California
$282K -$9.86K -40 -4%
AWS
3367
Arkfeld Wealth Strategies
Nebraska
$281K
SAW
3368
Signal Advisors Wealth
Michigan
$281K +$266K +1,079 New
NC
3369
NovaPoint Capital
Georgia
$279K +$5.42K +22 +2%
IWM
3370
Integris Wealth Management
California
$279K -$4.93K -20 -2%
NCM
3371
Neumann Capital Management
California
$279K
HS
3372
Horan Securities
United States
$277K +$26.4K +107 +11%
ASG
3373
Ariston Services Group
California
$276K +$261K +1,060 New
SFG
3374
Seamount Financial Group
Colorado
$276K +$261K +1,060 New
PJWM
3375
Philip James Wealth Mangement
Georgia
$276K +$261K +1,059 New