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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
AIM
476
Artemis Investment Management
United Kingdom
$47M -$13.1M -53,061 -23%
GA
477
GuoLine Advisory
Singapore
$46.9M
OC
478
Oppenheimer & Co
New York
$46.8M +$1.62M +6,555 +4%
Capital Fund Management (CFM)
479
Capital Fund Management (CFM)
France
$46.7M +$32.3M +131,060 +272%
CM
480
Castleark Management
Illinois
$46.5M -$1.23M -4,990 -3%
SPS
481
Susquehanna Portfolio Strategies
Pennsylvania
$46.5M +$44M +178,711 New
ACM
482
Advisors Capital Management
New Jersey
$46.1M +$160K +650 +0.4%
HIM
483
HughesLittle Investment Management
$45.8M -$353K -1,431 -0.8%
NP
484
NS Partners
United Kingdom
$45.8M +$829K +3,365 +2%
AIM
485
Avity Investment Management
Connecticut
$45.7M +$346K +1,405 +0.8%
RWP
486
RWA Wealth Partners
Massachusetts
$45.6M +$23.6M +95,756 +121%
HMP
487
HS Management Partners
New York
$45.4M -$3.37M -13,690 -7%
Envestnet Portfolio Solutions
488
Envestnet Portfolio Solutions
Illinois
$45.3M +$1.94M +7,860 +5%
MAMU
489
Marathon Asset Management (UK)
United Kingdom
$45.3M -$1.29M -5,240 -3%
1SP
490
140 Summer Partners
New York
$45.1M -$17M -68,800 -28%
KeyBank National Association
491
KeyBank National Association
Ohio
$45M -$590K -2,395 -1%
WGAM
492
Wilkinson Global Asset Management
New York
$45M -$852K -3,458 -2%
CAM
493
Cidel Asset Management
Ontario, Canada
$44.8M +$1.26M +5,120 +3%
AIMCA
494
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$44.7M -$63.5M -257,741 -60%
RFC
495
Regions Financial Corp
Alabama
$44.7M -$1.71M -6,940 -4%
KAS
496
Kestra Advisory Services
Texas
$44.5M +$2.52M +10,214 +6%
AT
497
Avalon Trust
New Mexico
$44.4M -$152K -615 -0.4%
ZIC
498
ZWJ Investment Counsel
Georgia
$44.1M -$83.8K -340 -0.2%
BAMCO Inc
499
BAMCO Inc
New York
$44.1M +$1.36M +5,526 +3%
CPSAC
500
Chas P. Smith & Associates (CPS)
Florida
$43.9M +$339K +1,377 +0.8%