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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
PP
3476
PrairieView Partners
Minnesota
$240K
KFS
3477
Kelly Financial Services
Massachusetts
$240K +$2.46K +10 +1%
PWA
3478
Peterson Wealth Advisors
Utah
$239K +$226K +918 New
ACM
3479
Ardent Capital Management
Ohio
$239K
BCMLT
3480
Beacon Capital Management LLC (Tennessee)
Tennessee
$238K -$2.71K -11 -1%
NED
3481
Nancy E. Dempze
$238K
GFA
3482
Gallagher Fiduciary Advisors
Illinois
$238K +$225K +913 New
SWM
3483
Soundmark Wealth Management
Washington
$237K
CSIA
3484
Charles Schwab Investment Advisory
California
$237K +$5.18K +21 +2%
CWM
3485
Chemistry Wealth Management
New York
$236K +$5.67K +23 +3%
BWM
3486
BKM Wealth Management
Wisconsin
$236K +$223K +905 New
FFP
3487
Forbes Financial Planning
Rhode Island
$235K
JWWM
3488
Johnson & White Wealth Management
Pennsylvania
$235K +$223K +904 New
BO
3489
Bank OZK
Arkansas
$235K -$4.19K -17 -2%
PAIM
3490
Punch & Associates Investment Management
Minnesota
$234K
SC
3491
Schulhoff & Co
Ohio
$234K
RWMG
3492
Redwood Wealth Management Group
New Jersey
$234K -$12.3K -50 -5%
CA
3493
CSM Advisors
Pennsylvania
$233K
IIA
3494
Integral Investment Advisors
California
$232K
FPGK
3495
Financial Partners Group (Kansas)
Kansas
$232K +$11.1K +45 +5%
BHBT
3496
Burke & Herbert Bank & Trust
Virginia
$231K
DLHL
3497
Donald L. Hagan LLC
Florida
$230K +$218K +885 New
FCMT
3498
Founders Capital Management (Texas)
Texas
$230K +$12.3K +50 +6%
WA
3499
Wealthstream Advisors
New York
$230K -$14.8K -60 -6%
MWA
3500
Motive Wealth Advisors
Michigan
$230K -$78.4K -318 -26%