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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
NSAM
526
North Star Asset Management
Wisconsin
$39M -$349K -1,415 -0.9%
ZCM
527
Ziegler Capital Management
Illinois
$39M -$766K -3,109 -2%
IMCOOI
528
Investment Management Corp of Ontario (IMCO)
Canada
$38.7M +$15.4M +62,643 +73%
ACM
529
Alta Capital Management
Utah
$38.2M -$2.27M -9,206 -6%
AIM
530
Avanda Investment Management
Singapore
$38M +$36M +146,130 New
CSS
531
Cubist Systematic Strategies
Connecticut
$37.8M +$3.4M +13,792 +11%
VPIM
532
Vanguard Personalized Indexing Management
California
$37.7M +$3.62M +14,697 +11%
SDJVC
533
St. Denis J. Villere & Co
Louisiana
$37.4M -$32.2M -130,721 -48%
CAI
534
Capital Advisors Inc
Oklahoma
$37M +$1.04M +4,219 +3%
OCM
535
Osterweis Capital Management
California
$36.9M +$257K +1,041 +0.7%
Pacer Advisors
536
Pacer Advisors
Pennsylvania
$36.9M +$3.11M +12,599 +10%
BFO
537
Boston Family Office
Massachusetts
$36.9M -$684K -2,775 -2%
CNAM
538
Campbell Newman Asset Management
Wisconsin
$36.9M -$656K -2,661 -2%
WP
539
Wedgewood Partners
Missouri
$36.7M +$3.54M +14,382 +12%
IC
540
IEQ Capital
California
$36.7M +$1.11M +4,510 +3%
O
541
Ossiam
France
$36.6M +$8.31M +33,700 +32%
DSAM
542
Dock Street Asset Management
Florida
$36.5M +$843K +3,420 +2%
EMPI
543
Elo Mutual Pension Insurance
Finland
$36.5M +$1.19M +4,843 +4%
DIA
544
Dana Investment Advisors
Wisconsin
$36.5M -$1.78M -7,210 -5%
SFA
545
Sequoia Financial Advisors
Ohio
$36.4M +$26.2M +106,377 +316%
ONB
546
Old National Bancorp
Indiana
$36.2M -$722K -2,930 -2%
CTA
547
Chesley Taft & Associates
Illinois
$35.8M +$9.04M +36,665 +36%
CP
548
Cumberland Partners
Ontario, Canada
$35.7M -$370K -1,500 -1%
KPWS
549
Kestra Private Wealth Services
Texas
$35.5M +$3.64M +14,787 +12%
VCM
550
Violich Capital Management
California
$35.3M +$179K +725 +0.5%