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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
LI
726
LMCG Investments
Massachusetts
$20.1M -$1.03M -4,188 -5%
WAM
727
Wallington Asset Management
Indiana
$20M +$136K +550 +0.7%
CCM
728
Copeland Capital Management
Pennsylvania
$20M -$411K -1,668 -2%
GJCM
729
Grand Jean Capital Management
California
$20M -$2.72M -11,037 -13%
CCG
730
Cypress Capital Group
Florida
$20M -$449K -1,823 -2%
HWM
731
HB Wealth Management
Georgia
$19.8M +$39.9K +162 +0.2%
SSA
732
South Street Advisors
New York
$19.8M -$74.9K -304 -0.4%
SC
733
SouthState Corp
Florida
$19.7M +$6.66K +27 +0%
OIA
734
OneDigital Investment Advisors
Kansas
$19.6M +$4.21M +17,064 +29%
KOCAA
735
Knights of Columbus Asset Advisors
Connecticut
$19.6M +$196K +795 +1%
ERIM
736
Eagle Ridge Investment Management
Connecticut
$19.6M -$339K -1,377 -2%
MC
737
Moors & Cabot
Massachusetts
$19.5M -$380K -1,543 -2%
OMC
738
Overbrook Management Corp
New York
$19.5M -$347K -1,408 -2%
AC
739
Avenir Corporation
Virginia
$19.5M -$425K -1,725 -2%
FDP
740
Financiere des Professionnels
Quebec, Canada
$19.4M -$232K -942 -1%
KCM
741
Kornitzer Capital Management
Kansas
$19.3M +$84.8K +344 +0.5%
VA
742
Vident Advisory
Georgia
$19.3M +$649K +2,633 +4%
HCMT
743
Highland Capital Management (Tennessee)
Tennessee
$19.3M -$750K -3,042 -4%
IMRF
744
Illinois Municipal Retirement Fund
Illinois
$19.1M +$377K +1,528 +2%
ZCI
745
Zevenbergen Capital Investments
Washington
$19.1M -$2.26M -9,155 -11%
CHP
746
Castle Hook Partners
New York
$19.1M -$12.3M -49,765 -40%
CC
747
Cadinha & Co
Hawaii
$19M +$15.8M +64,128 +729%
PAS
748
Park Avenue Securities
New York
$19M +$1.82M +7,396 +11%
ASN
749
Advisory Services Network
Georgia
$19M -$1.63M -6,602 -8%
TI
750
Trexquant Investment
Connecticut
$19M +$12.4M +50,262 +223%