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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
JTWM
3576
Jackson Thornton Wealth Management
Alabama
$204K +$193K +784 New
EARNEST Partners
3577
EARNEST Partners
Georgia
$204K
VI
3578
VanderPol Investments
Michigan
$204K +$193K +782 New
EIP
3579
Ellis Investment Partners
Pennsylvania
$203K -$457K -1,853 -70%
WBG
3580
Wharton Business Group
Pennsylvania
$203K +$192K +778 New
BSHC
3581
Breed's Hill Capital
Massachusetts
$203K +$192K +779 New
TWM
3582
Tanager Wealth Management
United Kingdom
$203K +$192K +779 New
CAM
3583
Concorde Asset Management
Michigan
$202K +$189K +768 New
TDC
3584
Thompson Davis & Co
Virginia
$202K -$49.3K -200 -20%
KCM
3585
Kendall Capital Management
Maryland
$202K +$191K +776 New
BCM
3586
Birmingham Capital Management
Alabama
$202K +$191K +775 New
VR
3587
Valued Retirements
Texas
$202K +$191K +775 New
UWM
3588
USAdvisors Wealth Management
Minnesota
$201K +$191K +774 New
KNFPWM
3589
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$201K +$190K +772 New
DW
3590
Durante & Waters
New York
$200K +$190K +770 New
IF
3591
IRON Financial
Illinois
$200K +$190K +769 New
PWM
3592
Power Wealth Management
Georgia
$200K +$190K +769 New
AEPWM
3593
Atlantic Edge Private Wealth Management
Florida
$199K +$188K +764 New
KI
3594
Kapitalo Investimentos
Brazil
$198K -$194K -786 -51%
DI
3595
DAGCO Inc
Ohio
$198K -$17.6M -71,431 -99%
DWS
3596
Dynamic Wealth Strategies
California
$198K +$188K +761 New
TAM
3597
Tucker Asset Management
Colorado
$198K
MIHAS
3598
Maj Invest Holding A/S
Denmark
$195K
MSE
3599
MUFG Securities EMEA
United Kingdom
$193K +$154K +625 +534%
CMP
3600
Coston McIsaac & Partners
Maine
$193K