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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
CWM
3751
Cranbrook Wealth Management
Michigan
$10.2K
RIM
3752
Ranger Investment Management
Texas
$10.2K
PP
3753
Paloma Partners
Connecticut
$9.63K +$9.12K +37 New
IWA
3754
IBEX Wealth Advisors
New Jersey
$9.29K -$8.27M -33,544 -100%
LIM
3755
Longfellow Investment Management
Massachusetts
$7.29K
SA
3756
SRH Advisors
Kansas
$7.29K
YAL
3757
Your Advocates Ltd
Texas
$7.03K
PS
3758
PayPay Securities
Japan
$7.02K -$4.19K -17 -40%
TWD
3759
True Wealth Design
Ohio
$6.25K +$5.92K +24 New
FIM
3760
FWL Investment Management
Texas
$5.21K -$12.3K -50 -71%
MBFW
3761
Morton Brown Family Wealth
Pennsylvania
$4.95K +$2.22K +9 +90%
PPWM
3762
PFG Private Wealth Management
Florida
$4.69K
RTL
3763
Red Tortoise LLC
Georgia
$4.17K +$3.94K +16 New
MIM
3764
Macroview Investment Management
Maryland
$3.41K -$68.5K -278 -96%
TC
3765
Trium Capital
United Kingdom
$3.09K -$455K -1,844 -13%
PIS
3766
POM Investment Strategies
North Carolina
$2.6K +$2.46K +10 New
GWMI
3767
Guardian Wealth Management (Illinois)
Illinois
$2.11K
SWM
3768
Sanctuary Wealth Management
Idaho
$1.82K
RCM
3769
Richardson Capital Management
Wisconsin
$1.3K +$1.23K +5 New
PI
3770
PEAK6 Investments
Illinois
$837 +$739 +3 New
TWP
3771
TFO Wealth Partners
Ohio
$781 -$193K -785 -100%
EC
3772
Elequin Capital
New York
$260 -$246 -1 -50%
ESCM
3773
Echo Street Capital Management
New York
-$599M -2,603,392 Closed
OTPPB
3774
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$501M -2,178,682 Closed
SP
3775
Stockbridge Partners
Massachusetts
-$156M -677,873 Closed