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
LFA
3726
Legend Financial Advisors
Pennsylvania
$26K
LFA
3727
Livelsberger Financial Advisory
Ohio
$24.7K +$23.4K +95 New
RG
3728
Retirement Group
California
$23.5K
AFWM
3729
Abich Financial Wealth Management
Virginia
$22.5K +$21.4K +87 New
HWP
3730
Highline Wealth Partners
California
$22.4K -$2.71K -11 -11%
BCPWM
3731
Bradley & Co Private Wealth Management
Florida
$21.9K
RFG
3732
REAP Financial Group
Texas
$20.9K +$19.7K +80 New
QL
3733
Quarry LP
New York
$20.8K +$1.73K +7 +10%
OSNBOA
3734
Old Second National Bank of Aurora
Illinois
$19.5K +$18.5K +75 New
NF
3735
Norwood Financial
Pennsylvania
$19.5K
WFA
3736
West Financial Advisors
Iowa
$18.7K
CFS
3737
CGC Financial Services
Oregon
$18.2K +$17.3K +70 New
NC
3738
NewSquare Capital
Pennsylvania
$17.2K -$57.4K -233 -78%
MFT
3739
Moisand Fitzgerald Tamayo
Florida
$16.9K -$84K -341 -84%
4FG
3740
4Thought Financial Group
New York
$15.9K +$15K +61 New
FSWA
3741
Financial Synergies Wealth Advisors
Texas
$15K -$123K -500 -87%
SGC
3742
Slocum, Gordon & Co
Rhode Island
$13.8K +$13.1K +53 New
CCC
3743
Chelsea Counsel Company
California
$13K
LFA
3744
Level Financial Advisors
New York
$12.5K
PWM
3745
Partnership Wealth Management
Maryland
$12K +$10.8K +44 New
FWA
3746
FSC Wealth Advisors
New York
$12K
HRC
3747
Hoertkorn Richard Charles
$12K
PO
3748
Private Ocean
California
$11.7K
BMC
3749
Bear Mountain Capital
Washington
$10.6K +$9.86K +40 New
BC
3750
Broadwater Capital
Massachusetts
$10.4K +$9.86K +40 New