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
ST
3501
Sentinel Trust
Texas
$230K -$4.19K -17 -2%
SP
3502
SWS Partners
Ohio
$230K +$493 +2 +0.2%
RIA
3503
RPG Investment Advisory
California
$229K +$217K +880 New
IFAM
3504
Institutional & Family Asset Management
Colorado
$228K -$2.71K -11 -1%
TA
3505
Townsend & Associates
Colorado
$228K -$139K -562 -40%
AF
3506
Affiance Financial
Minnesota
$228K -$986 -4 -0.5%
PWM
3507
Prosperity Wealth Management
California
$228K -$25.9K -105 -11%
MCM
3508
Maple Capital Management
Vermont
$227K +$215K +873 New
AWM
3509
Abound Wealth Management
Tennessee
$227K +$10.6K +43 +5%
VNA
3510
Valley National Advisers
Pennsylvania
$227K +$14K +57 +7%
GA
3511
GSG Advisors
New Jersey
$226K +$216K +876 New
ML
3512
Mayport LLC
Massachusetts
$226K +$214K +867 New
FMP
3513
Financial Management Professionals
Texas
$224K -$1.97K -8 -0.9%
MCM
3514
Mattern Capital Management
Colorado
$224K +$212K +859 New
CFA
3515
Capstone Financial Advisors
Illinois
$224K +$212K +859 New
IAG
3516
Investment Advisory Group
Massachusetts
$223K +$211K +858 New
WQ
3517
Wealth Quarterback
New Jersey
$223K +$211K +856 New
FWM
3518
Focused Wealth Management
New York
$223K +$4.93K +20 +2%
CCP
3519
Clarity Capital Partners
California
$222K +$210K +854 New
MWM
3520
MinichMacGregor Wealth Management
New York
$222K +$210K +854 New
DLCIG
3521
D.L. Carlson Investment Group
New Hampshire
$221K +$194K +788 New
MS
3522
Mizuho Securities
Japan
$221K -$205K -830 -49%
JWS
3523
Juncture Wealth Strategies
Arizona
$221K +$210K +850 New
LC
3524
Landaas & Company
Wisconsin
$221K -$23.9K -97 -10%
NMG
3525
New Millennium Group
Utah
$221K +$246 +1 +0.1%