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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
BIM
426
Bridges Investment Management
Nebraska
$56M -$2.26M -9,158 -4%
CM
427
Cercano Management
Washington
$55.7M
BS
428
Banco Santander
Spain
$55.4M -$680K -2,760 -1%
PWP
429
Private Wealth Partners
California
$55.4M -$174K -705 -0.3%
BPWM
430
Badgley Phelps Wealth Managers
Washington
$55.3M +$5.63M +22,831 +12%
CT
431
Cambridge Trust
Massachusetts
$55.1M +$1.65M +6,710 +3%
NA
432
NewEdge Advisors
Louisiana
$55M +$6.2M +25,154 +14%
AG
433
AIA Group
Hong Kong
$55M +$7.31M +29,651 +16%
WTC
434
WhitTier Trust Company
Nevada
$55M -$372K -1,510 -0.7%
PA
435
Pinnacle Associates
New York
$54.9M -$180K -729 -0.3%
EWA
436
EP Wealth Advisors
California
$54.7M -$53.5K -217 -0.1%
GF
437
Gabelli Funds
New York
$54.7M -$813K -3,300 -2%
CA
438
Cortland Associates
Missouri
$54.7M -$486K -1,970 -0.9%
FLPIM
439
F.L. Putnam Investment Management
Massachusetts
$54.7M +$1.44M +5,862 +3%
NB
440
Norinchukin Bank
Japan
$54.5M -$13.9M -56,369 -21%
MAM
441
Martingale Asset Management
Massachusetts
$54.3M -$3.22M -13,069 -6%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$53.9M -$60.1K -244 -0.1%
HFS
443
Hantz Financial Services
Michigan
$53.6M -$2.81M -11,409 -5%
MCM
444
Mill Capital Management
North Carolina
$53.5M -$499K -2,025 -1%
HCM
445
Howland Capital Management
Massachusetts
$53.5M -$893K -3,623 -2%
AAM
446
Aureus Asset Management
Massachusetts
$53.4M -$31.3K -127 -0.1%
BCI
447
Brinker Capital Investments
Pennsylvania
$52.7M -$2.38M -9,666 -5%
OPS
448
Orion Portfolio Solutions
Nebraska
$52.7M -$2.38M -9,666 -5%
AAM
449
Advisors Asset Management
Colorado
$52.5M -$3.59M -14,571 -7%
AAIS
450
ABN AMRO Investment Solutions
$52.3M -$1.36M -5,532 -3%