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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
GAA
3401
Green Alpha Advisors
Colorado
$267K
BMA
3402
Brooks Moore & Associates
Tennessee
$266K
DFCM
3403
Dark Forest Capital Management
Puerto Rico
$266K -$79.4K -322 -24%
EM
3404
ELCO Management
New York
$266K
HGWM
3405
Horst & Graben Wealth Management
Oregon
$265K
CMBA
3406
C.M. Bidwell & Associates
Hawaii
$265K +$1.73K +7 +0.7%
CFIM
3407
Client First Investment Management
Wisconsin
$264K +$250K +1,015 New
FWM
3408
FMFE Wealth Management
New York
$264K +$250K +1,015 New
NCM
3409
Next Capital Management
New York
$263K +$248K +1,008 New
EFG
3410
Ehrlich Financial Group
California
$262K +$248K +1,007 New
FWM
3411
Forza Wealth Management
Florida
$262K -$567K -2,300 -70%
IWM
3412
Iams Wealth Management
Nebraska
$262K +$248K +1,006 New
CW
3413
Cook Wealth
North Carolina
$261K
MCI
3414
MRP Capital Investments
Georgia
$260K -$78.1K -317 -24%
AI
3415
ArchPoint Investors
Florida
$260K
BWM
3416
BigSur Wealth Management
Florida
$260K
MIM
3417
Merrion Investment Management
New Jersey
$260K
VCAM
3418
Van Cleef Asset Management
Ohio
$260K +$4.93K +20 +2%
APW
3419
Aurora Private Wealth
New Jersey
$260K +$246K +998 New
GCA
3420
Greenwood Capital Associates
South Carolina
$260K +$17.5K +71 +8%
AW
3421
Apricus Wealth
South Carolina
$259K +$7.15K +29 +3%
VW
3422
Vance Wealth
California
$259K
RP
3423
Rowlandmiller & Partners
Georgia
$259K
BSAM
3424
Blue Square Asset Management
New York
$259K
RIS
3425
Retirement Income Solutions
Michigan
$259K