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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
AAS
626
Annex Advisory Services
Wisconsin
$28M +$2.6M +10,530 +11%
HIMCH
627
Hartford Investment Management Co (HIMCO)
Connecticut
$28M -$1.28M -5,200 -5%
OCM
628
Oribel Capital Management
New York
$27.9M +$26.4M +107,200 New
PC
629
Port Capital
Illinois
$27.8M +$100K +406 +0.4%
DBG
630
De Burlo Group
Massachusetts
$27.6M
CA
631
Cetera Advisors
Colorado
$27.6M +$1.21M +4,893 +5%
NWM
632
Nicola Wealth Management
British Columbia, Canada
$27.6M
TNB
633
Thomasville National Bank
Georgia
$27.5M -$260K -1,053 -1%
AP
634
Appleton Partners
Massachusetts
$27.4M -$843K -3,421 -3%
AHC
635
Adell Harriman & Carpenter
Texas
$27.4M +$1.7M +6,895 +7%
NOCM
636
Night Owl Capital Management
Connecticut
$27.3M
HWCM
637
Hudson Way Capital Management
Texas
$27.2M -$13.4M -54,183 -34%
HCMG
638
Howard Capital Management Group
California
$27.2M -$13.6K -55 -0.1%
PAI
639
Pittenger & Anderson Inc
Nebraska
$26.8M -$31.1K -126 -0.1%
GAM
640
Groupama Asset Management
France
$26.8M +$25.4M +102,853 New
KWM
641
Kingsview Wealth Management
Oregon
$26.8M +$3.56M +14,463 +16%
ZAM
642
Zevin Asset Management
Massachusetts
$26.7M -$206K -836 -0.8%
TAM
643
Trillium Asset Management
Massachusetts
$26.7M -$427K -1,733 -2%
WAM
644
Wilson Asset Management
Australia
$26.6M -$952K -3,864 -4%
PR
645
Payden & Rygel
California
$26.6M +$2.69M +10,900 +12%
CIA
646
Choate Investment Advisors
Massachusetts
$26.5M +$19.1M +77,572 +319%
GT
647
Glenview Trust
Kentucky
$26.5M +$1.49M +6,029 +6%
GIM
648
Grassi Investment Management
California
$26.4M +$86.5K +351 +0.3%
AWM
649
Absher Wealth Management
North Carolina
$26.3M -$18.2K -74 -0.1%
SAM
650
Securian Asset Management
Minnesota
$26.3M -$3.54M -14,351 -12%