We are live on ! Find out more

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
MA
3451
MBA Advisors
Pennsylvania
$247K +$234K +950 New
GFG
3452
Goldstone Financial Group
Illinois
$247K -$108K -440 -32%
OGF
3453
Orin Green Financial
California
$247K
GB
3454
Goepper Burkhardt
South Carolina
$247K +$220K +893 New
JF
3455
Joule Financial
Kentucky
$246K
CCA
3456
Cadent Capital Advisors
Oklahoma
$245K -$493 -2 -0.2%
CA
3457
CGN Advisors
Kansas
$244K -$81.8K -332 -26%
IPWA
3458
International Private Wealth Advisors
California
$244K +$231K +936 New
FMI
3459
F/M Investments
District of Columbia
$244K -$27.1K -110 -10%
OWM
3460
Opes Wealth Management
California
$243K +$230K +935 New
GKIM
3461
GW&K Investment Management
Massachusetts
$243K +$9.86K +40 +4%
FA
3462
FSA Advisors
Michigan
$243K +$230K +933 New
CC
3463
Corton Capital
Ontario, Canada
$243K -$218K -886 -49%
EF
3464
Exeter Financial
Arizona
$242K +$246 +1 +0.1%
LWMG
3465
Levy Wealth Management Group
Pennsylvania
$242K +$246 +1 +0.1%
EPWM
3466
Essex Private Wealth Management
Massachusetts
$242K
LA
3467
Lifeworks Advisors
Michigan
$242K +$14.8K +60 +7%
NA
3468
Nottingham Advisors
New York
$242K +$739 +3 +0.3%
WP
3469
Wealthspan Partners
Iowa
$242K -$1.48K -6 -0.6%
SA
3470
Scarborough Advisors
Maryland
$241K +$11.1K +45 +5%
TMWM
3471
Taylor & Morgan Wealth Management
Michigan
$241K +$246 +1 +0.1%
PF
3472
Parker Financial
Washington
$241K +$10.4K +42 +5%
WC
3473
Wynn Capital
Georgia
$241K +$228K +924 New
MP
3474
McDonald Partners
Ohio
$240K -$5.42K -22 -2%
HFA
3475
Highland Financial Advisors
New Jersey
$240K -$739 -3 -0.3%