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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
KA
701
Kerrisdale Advisers
Florida
$21.5M +$309K +1,255 +2%
FNT
702
First National Trust
Pennsylvania
$21.4M -$1.62M -6,568 -7%
IG
703
Ithaka Group
Virginia
$21.3M -$379K -1,538 -2%
LIA
704
LS Investment Advisors
Michigan
$21.2M -$622K -2,522 -3%
CTA
705
Colonial Trust Advisors
South Carolina
$21.2M +$110K +445 +0.5%
CIS
706
Capital International Sarl
California
$21.2M +$1.61M +6,539 +9%
BBHC
707
Brown Brothers Harriman & Co
New York
$21.1M -$1.77M -7,172 -8%
KHLMVGHM
708
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$21.1M
GH
709
GAM Holding
Switzerland
$21.1M +$4.76M +19,301 +31%
NPPM
710
North Point Portfolio Managers
Ohio
$21M -$45.6K -185 -0.2%
BWFA
711
Baltimore-Washington Financial Advisors
Maryland
$20.9M +$810K +3,286 +4%
TA
712
TRB Advisors
New York
$20.8M
CWM
713
Calamos Wealth Management
Illinois
$20.7M -$217K -880 -1%
TTWM
714
TCV Trust & Wealth Management
Virginia
$20.7M -$628K -2,548 -3%
Connor, Clark & Lunn Investment Management (CC&L)
715
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$20.6M -$26M -105,532 -57%
SGK
716
Steigerwald Gordon & Koch
Virginia
$20.5M +$175K +712 +0.9%
MC
717
Montag & Caldwell
Georgia
$20.4M -$10.4M -41,993 -35%
IWC
718
Integrated Wealth Concepts
Massachusetts
$20.4M +$1.98M +8,035 +11%
CCP
719
Caden Capital Partners
California
$20.4M -$5.24M -21,252 -21%
BVDMP
720
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$20.4M
MA
721
Montag & Associates
Georgia
$20.4M +$1.1M +4,457 +6%
CTC
722
Central Trust Company
Missouri
$20.3M +$522K +2,119 +3%
TC
723
Tenere Capital
New York
$20.3M +$5.36M +21,751 +39%
AC
724
Addenda Capital
Quebec, Canada
$20.2M -$112K -456 -0.6%
VHAM
725
Van Hulzen Asset Management
California
$20.2M -$2.39M -9,709 -11%