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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
TC
3676
Truvestments Capital
Florida
$79.7K -$2.71K -11 -3%
RA
3677
Rise Advisors
New York
$79.6K -$493 -2 -0.6%
LG
3678
LAM Group
Oregon
$78.1K +$73.9K +300 New
RBC
3679
Roble Belko & Company
Pennsylvania
$77K
AWM
3680
Activest Wealth Management
Florida
$74.6K
KWAG
3681
Kiely Wealth Advisory Group
North Carolina
$74K +$67.8K +275 New
DPW
3682
DiNuzzo Private Wealth
Pennsylvania
$71.9K +$68K +276 New
LPP
3683
Life Planning Partners
Florida
$71.3K +$67.5K +274 New
NBT
3684
Northwest Bank & Trust
Iowa
$70.6K +$66.8K +271 New
HH
3685
HWG Holdings
Texas
$70.3K
ICM
3686
Islay Capital Management
Texas
$65.1K
FUBT
3687
First United Bank & Trust
Maryland
$63.5K +$60.1K +244 New
SC
3688
Stephens Consulting
Michigan
$62.9K
T2I
3689
Turim 21 Investimentos
Brazil
$62.5K
SCA
3690
Stuart Chaussee & Associates
California
$61.4K +$23.2K +94 +66%
BFS
3691
Burkett Financial Services
South Carolina
$60.8K +$57.7K +234 New
AP
3692
Aspect Partners
Virginia
$60.7K +$57.4K +233 New
LAM
3693
Lummis Asset Management
Texas
$59.1K +$56K +227 New
OAJ
3694
Ogorek Anthony Joseph
New York
$58K
DFA
3695
DHJJ Financial Advisors
Illinois
$57.5K
HF
3696
Halpern Financial
Virginia
$57K -$15.8K -64 -22%
MFF
3697
Mango Five Family
Nevada
$54.7K +$51.8K +210 New
VL
3698
Vima LLC
Michigan
$54.6K +$51.5K +209 New
TCM
3699
TD Capital Management
Tennessee
$52.8K +$246 +1 +0.5%
ATC
3700
Advantage Trust Company
Kansas
$52.1K +$49.3K +200 New