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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
FP
3826
Fiduciary Planning
Florida
-$812K -3,532 Closed
TC
3827
Toews Corporation
New Jersey
-$759K -3,300 Closed
LWM
3828
Liberty Wealth Management
California
-$740K -3,219 Closed
CM
3829
Capula Management
Cayman Islands
-$736K -3,201 Closed
MIM
3830
Morningstar Investment Management
Illinois
-$717K -3,119 Closed
ECU
3831
Eisler Capital (US)
New York
-$725K -2,943 Closed
CHP
3832
Cable Hill Partners
Oregon
-$658K -2,863 Closed
LC
3833
Lavaca Capital
Texas
-$636K -2,764 Closed
DCM
3834
Dupont Capital Management
Delaware
-$613K -2,664 Closed
BC
3835
Bridgefront Capital
Texas
-$612K -2,662 Closed
PFA
3836
Professional Financial Advisors
Nebraska
-$607K -2,639 Closed
AR
3837
Advisory Research
Illinois
-$599K -2,606 Closed
TA
3838
Trellis Advisors
Washington
-$597K -2,595 Closed
GLAM
3839
Gardner Lewis Asset Management
Pennsylvania
-$553K -2,405 Closed
HCM
3840
Huber Capital Management
California
-$552K -2,400 Closed
NERM
3841
New England Research & Management
Illinois
-$529K -2,300 Closed
PC
3842
Permanens Capital
New York
-$506K -2,200 Closed
RCG
3843
Rock Creek Group
District of Columbia
-$473K -2,057 Closed
GAA
3844
Global Assets Advisory
Florida
-$466K -2,025 Closed
Nomura Holdings
3845
Nomura Holdings
Japan
-$491K -1,993 Closed
MIA
3846
Milestone Investment Advisors
Wisconsin
-$431K -1,875 Closed
MMC
3847
Mizuho Markets Cayman
Cayman Islands
-$426K -1,854 Closed
PP
3848
PDT Partners
New York
-$416K -1,809 Closed
CCA
3849
Cottonwood Capital Advisors
Utah
-$352K -1,529 Closed
RAM
3850
Readystate Asset Management
Illinois
-$311K -1,260 Closed