We are live on ! Find out more

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
T
3701
Tidemark
California
$50.8K +$48.1K +195 New
CIR
3702
Clear Investment Research
Georgia
$46.9K +$5.42K +22 +14%
RDFA
3703
Ritter Daniher Financial Advisory
Ohio
$46.6K
EAM
3704
Eukles Asset Management
Ohio
$45.8K
MDCM
3705
Morgan Dempsey Capital Management
Wisconsin
$45.6K
JFG
3706
JDM Financial Group
Texas
$43.2K
PCM
3707
Perritt Capital Management
Illinois
$41.1K
CMA
3708
Cedar Mountain Advisors
Oregon
$40.9K
DWA
3709
Delos Wealth Advisors
Texas
$40.6K +$37K +150 +2,500%
MFA
3710
McClarren Financial Advisors
Pennsylvania
$40K +$246 +1 +0.7%
LIWM
3711
Long Island Wealth Management
New York
$40K +$37.7K +153 New
VWWMG
3712
Vermillion & White Wealth Management Group
Pennsylvania
$39.6K +$37.5K +152 New
MCA
3713
Maryland Capital Advisors
Maryland
$39.1K
CFG
3714
CKW Financial Group
Hawaii
$39K
FFL
3715
Financial Freedom LLC
Ohio
$38.5K
PP
3716
PFS Partners
New Jersey
$38.2K +$246 +1 +0.7%
NSG
3717
Nalls Sherbakoff Group
Tennessee
$37K
EIM
3718
Essex Investment Management
Massachusetts
$36.7K
FRA
3719
Frank Rimerman Advisors
California
$33.3K +$31.5K +128 New
AA
3720
AlphaMark Advisors
Kentucky
$33K
VWA
3721
Valued Wealth Advisors
Utah
$32.9K +$35.2K +143 New
OBWP
3722
O'Brien Wealth Partners
Massachusetts
$32K +$30.3K +123 New
SC
3723
Steph & Co
Wisconsin
$26.3K
AS
3724
Altshuler Shaham
Israel
$26K -$2.46K -10 -9%
GWSA
3725
Global Wealth Strategies & Associates
Colorado
$26K