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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
SWK
3376
Stephen W. Kidder
$275K -$9.86K -40 -4%
TWM
3377
Triton Wealth Management
Arizona
$275K -$3.7K -15 -1%
FIBT
3378
First International Bank & Trust
North Dakota
$275K -$49.3K -200 -16%
CPA
3379
Capital Performance Advisors
California
$274K +$259K +1,052 New
T
3380
TCWP
Ohio
$274K -$2.64M -10,715 -91%
EA
3381
Eclectic Associates
California
$273K +$3.7K +15 +1%
CFGA
3382
Cambridge Financial Group (Arizona)
Arizona
$273K +$258K +1,047 New
VAMG
3383
Voisard Asset Management Group
Michigan
$273K +$258K +1,047 New
VIA
3384
Virtus Investment Advisers
Connecticut
$272K
LAS
3385
Lloyd Advisory Services
Georgia
$272K -$3.28M -13,296 -93%
FNBTCON
3386
First National Bank & Trust Co of Newtown
Pennsylvania
$272K
WCG
3387
Weaver Consulting Group
California
$272K -$6.9K -28 -3%
GWA
3388
Geometric Wealth Advisors
District of Columbia
$272K -$1.23K -5 -0.5%
SFG
3389
Sterling Financial Group
California
$272K +$12.3K +50 +5%
CIC
3390
Cutler Investment Counsel
Oregon
$272K -$61.6K -250 -19%
RWG
3391
Ratio Wealth Group
Colorado
$272K +$8.13K +33 +3%
BRA
3392
Bender Robert & Associates
California
$271K -$19.2K -78 -7%
SBF
3393
Sara-Bay Financial
Florida
$271K -$3.94K -16 -2%
BIA
3394
Bell Investment Advisors
California
$271K -$246 -1 -0.1%
HWMG
3395
Hurlow Wealth Management Group
Indiana
$271K
WJA
3396
Willis Johnson & Associates
Texas
$270K +$255K +1,036 New
UI
3397
Unconventional Investor
New Hampshire
$269K
TCB
3398
Texas Capital Bancshares
Texas
$268K
CCM
3399
Crabel Capital Management
California
$268K -$338K -1,373 -57%
NAG
3400
Northstar Advisory Group
New Jersey
$267K +$246 +1 +0.1%