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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
SWM
826
Segment Wealth Management
Texas
$15.7M +$611K +2,478 +4%
CIA
827
Covington Investment Advisors
Pennsylvania
$15.7M +$88.7K +360 +0.6%
VIM
828
Vinva Investment Management
Australia
$15.7M +$2.81M +11,417 +23%
IIM
829
INTECH Investment Management
Florida
$15.6M -$2.73M -11,094 -16%
NI
830
Nepsis Inc
Minnesota
$15.6M -$192K -780 -1%
MFAM
831
Motley Fool Asset Management
Virginia
$15.6M +$617K +2,504 +4%
FNFDCM
832
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$15.6M -$156K -634 -1%
BWL
833
Bogart Wealth LLC
Virginia
$15.6M +$464K +1,884 +3%
PAM
834
Peak Asset Management
Colorado
$15.6M -$135K -548 -0.9%
VFA
835
Valeo Financial Advisors
Indiana
$15.5M +$99.3K +403 +0.7%
CIA
836
CCM Investment Advisers
South Carolina
$15.5M +$322K +1,306 +2%
BONST
837
Bank of Nova Scotia Trust
Ontario, Canada
$15.5M -$865K -3,509 -6%
CAM
838
Columbia Asset Management
Michigan
$15.4M -$77.1K -313 -0.5%
RWM
839
Ritholtz Wealth Management
New York
$15.4M +$97.6K +396 +0.7%
WS
840
Wedbush Securities
California
$15.4M +$413K +1,677 +3%
FFP
841
FourThought Financial Partners
Florida
$15.3M -$122K -494 -0.8%
SSWM
842
Sheets Smith Wealth Management
North Carolina
$15.3M -$1.23K -5 -0%
MC
843
Martin Currie
United Kingdom
$15.3M -$739K -2,998 -5%
TCM
844
Telos Capital Management
California
$15.2M +$612K +2,481 +4%
GIP
845
Gavilan Investment Partners
California
$15.2M +$370K +1,500 +3%
PA
846
Procyon Advisors
Connecticut
$15.2M +$787K +3,191 +6%
ZDA
847
Zweig-DiMenna Associates
New York
$15.1M +$2.34M +9,500 +20%
GAM
848
Gotham Asset Management
New York
$15M +$3.69M +14,956 +35%
CC
849
Criteria Caixa
Spain
$15M
EGA
850
Eagle Global Advisors
Texas
$15M -$304K -1,235 -2%