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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
RAG
3851
RIA Advisory Group
Iowa
-$282K -1,226 Closed
SC
3852
Schoolcraft Capital
Colorado
-$276K -1,200 Closed
PFA
3853
Petra Financial Advisors
Colorado
-$271K -1,177 Closed
EW
3854
Enzi Wealth
Texas
-$274K -1,152 Closed
CWM
3855
Campbell Wealth Management
Virginia
-$258K -1,122 Closed
GCP
3856
Garda Capital Partners
Minnesota
-$276K -1,118 Closed
TLFA
3857
True Link Financial Advisors
California
-$252K -1,095 Closed
MTIM
3858
Marathon Trading Investment Management
Pennsylvania
-$235K -1,020 Closed
BA
3859
Bridge Advisory
California
-$223K -969 Closed
XC
3860
XY Capital
Hong Kong
-$212K -922 Closed
AIA
3861
Affinity Investment Advisors
California
-$207K -900 Closed
WA
3862
Wealthstar Advisors
Texas
-$207K -900 Closed
SWP
3863
ShoreHaven Wealth Partners
New Jersey
-$205K -891 Closed
ODIJL
3864
One Day In July LLC
Vermont
-$202K -880 Closed
RFA
3865
Register Financial Advisors
Georgia
-$167K -724 Closed
FAM
3866
Flaharty Asset Management
Florida
-$129K -560 Closed
ICM
3867
Intrepid Capital Management
Florida
-$127K -550 Closed
RW
3868
RVW Wealth
California
-$100K -436 Closed
WTG
3869
West Tower Group
Virginia
-$100K -436 Closed
Legacy Financial Group (Iowa)
3870
Legacy Financial Group (Iowa)
Iowa
-$82.4K -358 Closed
FIA
3871
FNY Investment Advisers
New York
-$35K -154 Closed
HWP
3872
Hibernia Wealth Partners
Louisiana
-$25.3K -110 Closed
BFP
3873
Briaud Financial Planning
Texas
-$8K -37 Closed
DF
3874
DecisionPoint Financial
Arizona
-$8.05K -35 Closed
TJHA
3875
Thomas J. Herzfeld Advisors
Florida
-$5.06K -22 Closed