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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
Parallax Volatility Advisers
601
Parallax Volatility Advisers
California
$30.4M -$16M -65,072 -36%
AWS
602
Atria Wealth Solutions
New York
$30.3M +$884K +3,587 +3%
VC
603
Vestor Capital
Illinois
$30.1M -$2.63M -10,678 -8%
Jones Financial Companies
604
Jones Financial Companies
Missouri
$30.1M +$128K +518 +0.5%
GAM
605
Guinness Asset Management
United Kingdom
$30M +$215K +872 +0.8%
WC
606
Westwind Capital
New Mexico
$30M -$110K -447 -0.4%
DA
607
Dillon & Associates
Michigan
$29.9M -$714K -2,895 -2%
AA
608
ALPS Advisors
Colorado
$29.8M +$75.4K +306 +0.3%
FLII
609
First Long Island Investors
New York
$29.7M -$674K -2,734 -2%
SC
610
Sapient Capital
Indiana
$29.6M +$28M +113,792 New
SF
611
Synovus Financial
Georgia
$29.6M -$5.15M -20,887 -16%
TBA
612
Tower Bridge Advisors
Pennsylvania
$29.6M -$714K -2,896 -2%
1CM
613
14B Capital Management
California
$29.4M +$27.9M +113,000 New
JAFL
614
Jay A. Fishman Ltd
Michigan
$29.3M -$140K -570 -0.5%
NEI
615
Northwest & Ethical Investments
Ontario, Canada
$29M +$1.86M +7,545 +7%
EB
616
Eastern Bank
Massachusetts
$29M +$162K +658 +0.6%
SAM
617
Shell Asset Management
Netherlands
$28.9M -$6.94M -28,177 -20%
SGM
618
Skye Global Management
Florida
$28.8M +$14.3M +57,900 +110%
BBI
619
Baxter Bros Inc
Connecticut
$28.5M -$461K -1,872 -2%
PP
620
Patten & Patten
Tennessee
$28.5M -$1.12M -4,537 -4%
AAS
621
Avantax Advisory Services
Texas
$28.4M +$2.05M +8,323 +8%
LRPA
622
L. Roy Papp & Associates
Arizona
$28.4M -$996K -4,039 -4%
CAM
623
ClariVest Asset Management
California
$28.4M -$4.82M -19,536 -15%
TIM
624
Thornburg Investment Management
New Mexico
$28.1M -$4.13M -16,771 -13%
SW
625
SVB Wealth
Massachusetts
$28.1M -$4.55M -18,457 -15%