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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
PL
3526
Parthenon LLC
Kentucky
$221K +$209K +847 New
BA
3527
Bellwether Advisors
Nebraska
$219K -$1.5M -6,100 -88%
KWM
3528
KFG Wealth Management
Indiana
$218K -$14.8K -60 -7%
SKK
3529
Shepherd Kaplan Krochuk
Massachusetts
$218K +$206K +836 New
GWM
3530
Gitterman Wealth Management
New Jersey
$217K +$206K +834 New
NMM
3531
Naples Money Management
Florida
$217K +$206K +834 New
SPWM
3532
Schrum Private Wealth Management
Florida
$217K -$1.65M -6,677 -89%
TW
3533
Towerpoint Wealth
California
$216K +$205K +831 New
FWM
3534
FSA Wealth Management
Massachusetts
$216K -$31.5K -128 -13%
HI
3535
Harrington Investments
California
$216K +$204K +829 New
TI
3536
TTP Investments
California
$216K +$204K +828 New
MWA
3537
Muirfield Wealth Advisors
North Carolina
$215K +$204K +827 New
SJGA
3538
Stephen J. Garry & Associates
New York
$215K +$203K +825 New
HAS
3539
Holland Advisory Services
Florida
$215K +$203K +824 New
PWA
3540
Providence Wealth Advisors
Illinois
$214K +$678K +2,751 New
TAM
3541
TCP Asset Management
Ohio
$214K +$202K +821 New
VCM
3542
Verde Capital Management
Michigan
$213K -$77.9K -316 -28%
MSWM
3543
McGlone Suttner Wealth Management
Wisconsin
$213K +$202K +818 New
SIG
3544
Spinnaker Investment Group
California
$213K +$201K +817 New
BBWA
3545
Bell & Brown Wealth Advisors
California
$212K +$201K +814 New
AF
3546
Apollon Financial
South Carolina
$211K +$200K +811 New
CI
3547
Chartist Inc
California
$211K +$200K +810 New
CMI
3548
Clare Market Investments
Texas
$211K -$41.9K -170 -17%
NFP
3549
Narus Financial Partners
Utah
$210K +$199K +809 New
WPW
3550
Warther Private Wealth
Ohio
$210K -$359K -1,458 -64%