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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
CAM
3551
Crestone Asset Management
Colorado
$210K -$41.7K -169 -17%
SDWMA
3552
Schneider Downs Wealth Management Advisors
Pennsylvania
$209K +$198K +804 New
EWP
3553
Elevation Wealth Partners
California
$209K +$42.4K +172 +23%
ACM
3554
Academy Capital Management
Texas
$209K +$198K +803 New
AFO
3555
Arrowroot Family Office
California
$209K +$198K +802 New
AWM
3556
Accel Wealth Management
Iowa
$209K +$197K +801 New
TIM
3557
Total Investment Management
Arizona
$208K +$197K +801 New
WAS
3558
Wealth Advisory Solutions
Indiana
$208K -$258K -1,048 -57%
AA
3559
AlphaCentric Advisors
Puerto Rico
$208K +$197K +800 New
KWM
3560
Kanen Wealth Management
Florida
$208K +$197K +800 New
SM
3561
Salzhauer Michael
$208K +$197K +800 New
SC
3562
Slow Capital
California
$208K +$197K +800 New
MAG
3563
Mayfair Advisory Group
Alabama
$208K +$198K +804 New
LFP
3564
Lakeshore Financial Planning
Michigan
$208K +$197K +799 New
IA
3565
Inspire Advisors
Idaho
$208K -$152K -615 -44%
WFC
3566
Western Financial Corp
California
$207K +$196K +797 New
HHGA
3567
Halbert Hargrove Global Advisors
California
$207K -$205K -830 -51%
RIM
3568
Reliant Investment Management
Tennessee
$206K -$20.2K -82 -9%
FDDB
3569
Fidelity D&D Bancorp
Pennsylvania
$205K +$194K +789 New
BGAI
3570
Bruce G. Allen Investments
Colorado
$205K +$194K +788 New
HCM
3571
HMS Capital Management
Tennessee
$205K +$194K +788 New
USB
3572
Union Savings Bank
Connecticut
$205K +$30.8K +125 +19%
STB
3573
S&T Bank
Pennsylvania
$205K +$194K +789 New
PWA
3574
Phoenix Wealth Advisors
North Carolina
$205K +$195K +791 New
BWG
3575
Beta Wealth Group
California
$204K +$193K +784 New