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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
MAA
3426
Matrix Asset Advisors
New York
$259K +$2.71K +11 +1%
AIMC
3427
Alley Investment Management Company
Illinois
$258K
SPA
3428
Sherbrooke Park Advisers
New York
$258K -$948K -3,847 -80%
CFO
3429
Callan Family Office
Pennsylvania
$258K +$244K +990 New
YCG
3430
Yeomans Consulting Group
Georgia
$257K +$243K +987 New
GWAG
3431
Garrett Wealth Advisory Group
Texas
$257K -$16K -65 -6%
AGM
3432
Alpine Global Management
New York
$256K +$243K +984 New
KWA
3433
Kellett Wealth Advisors
Ohio
$255K
RCM
3434
Regency Capital Management
Hawaii
$255K +$242K +981 New
EWM
3435
Edge Wealth Management
New York
$255K
TIM
3436
Tortoise Investment Management
New York
$254K +$45.4K +184 +23%
KSWWM
3437
Keyes Stange & Wooten Wealth Management
Florida
$254K +$241K +976 New
4WM
3438
4J Wealth Management
Virginia
$254K
AHB
3439
Abner Herrman & Brock
New Jersey
$254K -$3.39M -13,758 -93%
JSAM
3440
J. Safra Asset Management
New York
$254K +$7.39K +30 +3%
CCP
3441
Carmel Capital Partners
California
$252K -$102K -413 -30%
SC
3442
Summa Corp
Texas
$251K +$238K +965 New
PFA
3443
Plotkin Financial Advisors
Maryland
$251K +$12.3K +50 +5%
VI
3444
Versor Investments
New York
$250K -$21.7K -88 -8%
RCI
3445
RS Crum Inc
California
$250K +$237K +962 New
UWPG
3446
Ullmann Wealth Partners Group
Florida
$250K +$237K +961 New
VCWA
3447
Vanguard Capital Wealth Advisors
Colorado
$250K +$2.22K +9 +0.9%
GWI
3448
Grace & White Inc
New York
$250K
CA
3449
Calton & Associates
Florida
$250K -$750K -3,044 -76%
SCM
3450
Sollinda Capital Management
Florida
$249K +$235K +955 New