We are live on ! Find out more

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
FMC
751
First Merchants Corp
Indiana
$18.7M +$651K +2,642 +4%
AFIA
752
America First Investment Advisors
Nebraska
$18.7M -$1.97K -8 -0%
ET
753
Equitable Trust
Tennessee
$18.6M +$222K +899 +1%
CCM
754
Coerente Capital Management
Ontario, Canada
$18.4M -$69.5K -282 -0.4%
GI
755
Gradient Investments
Minnesota
$18.3M +$516K +2,093 +3%
FMII
756
Farmers & Merchants Investments Inc
Nebraska
$18.2M -$80.1K -325 -0.5%
LOM
757
LTS One Management
New York
$18.2M -$4.93M -20,000 -22%
H
758
HoyleCohen
California
$18.2M -$85.8K -348 -0.5%
CFG
759
Citizens Financial Group
Rhode Island
$18.2M +$104K +422 +0.6%
BFA
760
Beaumont Financial Advisors
Massachusetts
$18.2M -$161K -652 -0.9%
SC
761
Saybrook Capital
North Carolina
$18.2M -$57.9K -235 -0.3%
CGA
762
Compound Global Advisors
Washington
$18.2M -$1.52M -6,155 -8%
PIM
763
Penobscot Investment Management
Massachusetts
$18.2M +$880K +3,572 +5%
HWM
764
Heirloom Wealth Management
Colorado
$18.2M +$243K +986 +1%
HC
765
Henshaw Capital
Massachusetts
$18.1M
HPG
766
Harvest Portfolios Group
Ontario, Canada
$18M -$1.36M -5,530 -7%
KWMG
767
King Wealth Management Group
Florida
$18M -$344K -1,395 -2%
PA
768
Parallel Advisors
California
$17.8M +$129K +524 +0.8%
GLA
769
Great Lakes Advisors
Illinois
$17.8M +$403K +1,637 +2%
FMLI
770
Fukoku Mutual Life Insurance
Japan
$17.7M -$34K -138 -0.2%
EAM
771
EULAV Asset Management
Florida
$17.7M -$123K -501 -0.7%
SBWIC
772
Schaper Benz & Wise Investment Counsel
Wisconsin
$17.7M -$7.64K -31 -0%
CIC
773
Chilton Investment Company
Connecticut
$17.7M -$915K -3,712 -5%
NO
774
Ninety One
South Africa
$17.6M +$3.27M +13,280 +24%
HC
775
Hendley & Co
Ohio
$17.6M +$1.26M +5,098 +8%