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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
NCM
3626
Northwest Capital Management
Oregon
$150K +$4.19K +17 +3%
PA
3627
PSI Advisors
Florida
$148K +$15K +61 +12%
NECFA
3628
New England Capital Financial Advisors
Connecticut
$146K +$246 +1 +0.2%
CPG
3629
Cornerstone Planning Group
New Jersey
$143K +$493 +2 +0.4%
TFM
3630
TFC Financial Management
Massachusetts
$142K +$246 +1 +0.2%
PWMG
3631
Private Wealth Management Group
New Jersey
$142K +$134K +544 New
CYG
3632
Clean Yield Group
Vermont
$141K
IA
3633
IFS Advisors
Kansas
$137K +$2.46K +10 +2%
RS
3634
Rakuten Securities
Japan
$133K +$126K +512 New
AWM
3635
Able Wealth Management
New Jersey
$133K +$125K +509 New
MCM
3636
MidAtlantic Capital Management
Virginia
$132K +$125K +506 New
CPG
3637
Custom Portfolio Group
Colorado
$132K +$125K +506 New
BBPWM
3638
Blue Bell Private Wealth Management
Pennsylvania
$130K +$47.8K +194 +63%
MIM
3639
Meridiem Investment Management
United Kingdom
$130K +$123K +500 New
TLA
3640
Tanglewood Legacy Advisors
Texas
$122K
HWM
3641
HighMark Wealth Management
Minnesota
$121K
LWA
3642
Lowe Wealth Advisors
Maryland
$119K -$2.46K -10 -2%
DCM
3643
Disciplina Capital Management
Tennessee
$119K +$246 +1 +0.2%
TC
3644
Tacita Capital
Ontario, Canada
$116K +$24.6K +100 +29%
S
3645
Sachetta
Massachusetts
$113K +$106K +432 New
TCM
3646
Tradewinds Capital Management
Washington
$112K
CTWM
3647
Cherry Tree Wealth Management
Minnesota
$112K
ACA
3648
American Capital Advisory
Idaho
$108K +$102K +414 New
GC
3649
Globeflex Capital
California
$107K
RIM
3650
Rockbridge Investment Management
New York
$106K +$101K +409 New