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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
AP
3601
Atwood & Palmer
Missouri
$189K
POIA
3602
Pin Oak Investment Advisors
Texas
$187K
EPW
3603
Evergreen Private Wealth
Colorado
$185K +$175K +711 New
HGA
3604
Hobbs Group Advisors
South Carolina
$184K +$174K +707 New
MLA
3605
MB, Levis & Associates
Pennsylvania
$182K
CAM
3606
Costello Asset Management
Pennsylvania
$182K -$88.2K -358 -34%
HCM
3607
Highlander Capital Management
New Jersey
$182K
DAL
3608
Delta Accumulation LLC
California
$182K +$246 +1 +0.1%
AWM
3609
AllSquare Wealth Management
New York
$180K
LFASL
3610
Lugano Financial Advisors SA (LFA)
Switzerland
$180K +$11.3K +46 +7%
TFGT
3611
TS Financial Group (TSFG)
Illinois
$179K -$20.7K -84 -11%
FA
3612
Financial Avengers
California
$179K +$493 +2 +0.3%
WIM
3613
Westside Investment Management
California
$174K
PCA
3614
Providence Capital Advisors
North Carolina
$170K -$140K -570 -47%
CAM
3615
Creekmur Asset Management
Illinois
$169K +$160K +650 New
FCT
3616
First Community Trust
Iowa
$169K
KFP
3617
Keener Financial Planning
Texas
$169K +$160K +651 New
PA
3618
Pineridge Advisors
Missouri
$169K +$160K +648 New
DCBT
3619
Dakota Community Bank & Trust
North Dakota
$166K +$7.64K +31 +5%
UID
3620
Union Investments & Development
Israel
$163K
WAG
3621
Wiser Advisor Group
Arizona
$161K +$153K +619 New
GWMIA
3622
Global Wealth Management Investment Advisory
Florida
$159K -$19.5K -79 -11%
HT
3623
Headlands Technologies
Illinois
$159K -$1.11M -4,503 -88%
A
3624
AJOVista
Massachusetts
$159K +$150K +609 New
BC
3625
Barrett & Company
Rhode Island
$151K -$4.93K -20 -3%