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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
Charles Schwab
26
Charles Schwab
California
$2.73B +$34.9M +141,566 +1%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$2.67B -$17.3M -70,368 -0.7%
ClearBridge Investments
28
ClearBridge Investments
New York
$2.54B -$20.7M -84,030 -0.9%
Deutsche Bank
29
Deutsche Bank
Germany
$2.44B +$71.7M +291,049 +3%
UBS AM
30
UBS AM
Illinois
$2.33B +$81.3M +329,790 +4%
Fisher Asset Management
31
Fisher Asset Management
Washington
$2.32B +$41.1M +166,767 +2%
Edgewood Management
32
Edgewood Management
Connecticut
$2.3B -$203M -824,063 -9%
Barclays
33
Barclays
United Kingdom
$2.23B +$74.1M +300,673 +4%
Franklin Resources
34
Franklin Resources
California
$2.21B +$31M +125,784 +2%
Berkshire Hathaway
35
Berkshire Hathaway
Nebraska
$2.16B
Ninety One (UK)
36
Ninety One (UK)
United Kingdom
$2.06B -$5.62M -22,819 -0.3%
Brown Advisory
37
Brown Advisory
Maryland
$1.97B +$1.37M +5,569 +0.1%
American Century Companies
38
American Century Companies
Missouri
$1.94B -$168M -682,486 -8%
Wells Fargo
39
Wells Fargo
California
$1.91B +$27.7M +112,390 +2%
UBS Group
40
UBS Group
Switzerland
$1.9B -$67M -271,932 -4%
Polen Capital Management
41
Polen Capital Management
Florida
$1.9B -$68.4M -277,387 -4%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$1.77B +$84.9M +344,364 +5%
Sands Capital Management
43
Sands Capital Management
Virginia
$1.69B -$324M -1,312,959 -17%
Amundi
44
Amundi
France
$1.66B +$25.3M +102,825 +2%
Lazard Asset Management
45
Lazard Asset Management
New York
$1.61B -$102M -415,147 -6%
Fundsmith LLP
46
Fundsmith LLP
United Kingdom
$1.49B -$4.45M -18,068 -0.3%
Viking Global Investors
47
Viking Global Investors
Connecticut
$1.48B -$316M -1,281,229 -18%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$1.44B +$140M +566,737 +11%
Temasek Holdings
49
Temasek Holdings
Singapore
$1.41B +$2.41M +9,789 +0.2%
Principal Financial Group
50
Principal Financial Group
Iowa
$1.4B -$25.7M -104,338 -2%