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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
MWM
551
Modera Wealth Management
New Jersey
$35.2M +$207K +839 +0.6%
TSS
552
Two Sigma Securities
New York
$35.1M +$32.2M +130,540 +2,968%
FT
553
Fiduciary Trust
Massachusetts
$35.1M +$899K +3,647 +3%
DP
554
Dundas Partners
United Kingdom
$35M +$435K +1,766 +1%
RT
555
Rockland Trust
Massachusetts
$34.9M +$328K +1,330 +1%
GIBU
556
Gulf International Bank (UK)
United Kingdom
$34.7M -$3.86M -15,668 -11%
ACI
557
Alpha Cubed Investments
California
$34.2M +$2.19M +8,904 +7%
EDRH
558
Edmond de Rothschild Holding
Switzerland
$34.1M -$143K -579 -0.4%
SSWM
559
Smith Salley Wealth Management
North Carolina
$34M +$1.09M +4,435 +4%
SAM
560
Silvercrest Asset Management
New York
$34M -$1.4M -5,660 -4%
PCIA
561
Prime Capital Investment Advisors
Kansas
$34M +$12.9M +52,135 +66%
CCM
562
Chilton Capital Management
Texas
$33.6M -$112K -453 -0.3%
HW
563
Hancock Whitney
Mississippi
$33.6M +$532K +2,160 +2%
CWM
564
Congress Wealth Management
Massachusetts
$33.3M +$1.32M +5,351 +4%
KRS
565
Kentucky Retirement Systems
Kentucky
$33.2M -$1.21M -4,894 -4%
TAM
566
Taurus Asset Management
New York
$33M -$190K -770 -0.6%
NW
567
NewEdge Wealth
Pennsylvania
$33M +$1.7M +6,911 +6%
MME
568
Meag Munich Ergo
Germany
$33M -$322K -1,306 -1%
JWBC
569
J.W. Burns & Co
New York
$33M -$227K -919 -0.7%
DWM
570
Dakota Wealth Management
Florida
$33M +$304K +1,233 +1%
CTI
571
Community Trust & Investment
Kentucky
$32.9M -$96.6K -392 -0.3%
BWP
572
Baldwin Wealth Partners
Massachusetts
$32.9M +$1.15M +4,677 +4%
DILIC
573
Dai-ichi Life Insurance Company
Japan
$32.9M +$7.91M +32,088 +34%
QIM
574
Quantitative Investment Management
Virginia
$32.8M +$31.1M +126,157 New
PWM
575
Perigon Wealth Management
California
$32.8M +$9.24M +37,468 +42%