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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
HB
3651
Horizon Bancorp
Indiana
$104K
CWA
3652
Carolina Wealth Advisors
South Carolina
$104K
GAMC
3653
Garner Asset Management Corp
Texas
$103K +$92.4K +375 New
CWAF
3654
Core Wealth Advisors (Florida)
Florida
$102K -$98.3K -399 -50%
CAM
3655
Chesapeake Asset Management
New York
$100K -$9.86K -40 -9%
PWA
3656
Provenance Wealth Advisors
Florida
$100K +$58.7K +238 +163%
DWMG
3657
DB Wealth Management Group
California
$99.7K
BDS
3658
Banco de Sabadell
Florida
$99K -$65.6K -266 -41%
EA
3659
Evolution Advisers
Virginia
$99K +$17.5K +71 +23%
IWP
3660
IAG Wealth Partners
Wisconsin
$94.5K -$9.12K -37 -9%
GG
3661
Gleason Group
Kentucky
$94.4K +$246 +1 +0.3%
BHWM
3662
Beaird Harris Wealth Management
Texas
$94.2K +$60.6K +246 +212%
RDIA
3663
RE Dickinson Investment Advisors
Iowa
$93K
BHWM
3664
Bay Harbor Wealth Management
Maryland
$92.9K -$739 -3 -0.8%
FG
3665
Fairman Group
Pennsylvania
$92K +$87K +353 New
PG
3666
Proffitt & Goodson
Tennessee
$91.6K
IRC
3667
Investors Research Corp
Georgia
$90.1K +$12.1K +49 +16%
FFA
3668
Frazier Financial Advisors
Ohio
$89.9K +$85K +345 New
DEM
3669
Disciplined Equity Management
Florida
$87.2K +$82.6K +335 New
W
3670
WealthCollab
Washington
$86.4K +$81.8K +332 New
IPW
3671
Impact Partnership Wealth
Georgia
$83.3K -$57.2K -232 -42%
AW
3672
Avion Wealth
Texas
$82K +$3.45K +14 +5%
FFO
3673
Fortitude Family Office
Arizona
$81.5K +$77.1K +313 New
EFMH
3674
E Fund Management (HK)
Hong Kong
$81K +$23.9K +97 +45%
GIS
3675
Grayhawk Investment Strategies
Alberta, Canada
$79.9K +$54.2K +220 +253%