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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 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

303% more first-time investments, than exits

New positions opened: 423 | Existing positions closed: 105

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: 3,5133,771 (+258)

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
+258
Holders Change %
+7.34%
% of All Funds
54.98%
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
105
Calls
$4.53B
Puts
$4.04B
Net Calls
+$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Change in
Stake
KIA
851
Knollwood Investment Advisory
Maryland
$15M +$8.2M +33,280 +137%
VMPIC
852
Varma Mutual Pension Insurance Co
Finland
$14.9M +$8.72M +35,391 +161%
EIA
853
Edgemoor Investment Advisors
Maryland
$14.9M +$322K +1,306 +2%
AWM
854
Axxcess Wealth Management
California
$14.9M +$1.57M +6,356 +12%
DAC
855
Dividend Assets Capital
South Carolina
$14.9M -$235K -954 -2%
LGWM
856
Litman Gregory Wealth Management
California
$14.9M -$37.7K -153 -0.3%
1C
857
1623 Capital
Virginia
$14.9M +$38.9K +158 +0.3%
LNWWM
858
Laird Norton Wetherby Wealth Management
California
$14.8M +$132K +535 +0.9%
KRSITF
859
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$14.8M -$577K -2,339 -4%
AWM
860
Apollon Wealth Management
South Carolina
$14.8M +$4.93M +20,008 +54%
FFBTD
861
First Financial Bank - Trust Division
Ohio
$14.8M -$136K -550 -1%
AIM
862
Arcadia Investment Management
Michigan
$14.7M +$43.4K +176 +0.3%
CWM
863
Cabot Wealth Management
Massachusetts
$14.7M -$210K -853 -1%
MGWM
864
Marks Group Wealth Management
Minnesota
$14.7M +$24.9K +101 +0.2%
AHC
865
Anderson Hoagland & Co
Missouri
$14.7M -$1.57M -6,381 -10%
TSS
866
Thomas Story & Son
Indiana
$14.7M -$53K -215 -0.4%
AC
867
Abbrea Capital
California
$14.6M -$4.19K -17 -0%
RSVP
868
Ramsay Stattman Vela & Price
Colorado
$14.6M -$185K -750 -1%
CIS
869
Connors Investor Services
Pennsylvania
$14.6M -$763K -3,096 -5%
FAT
870
First American Trust
California
$14.5M +$564K +2,289 +4%
TPCW
871
TD Private Client Wealth
New York
$14.5M -$265K -1,074 -2%
MHC
872
Meyer Handelman Company
New York
$14.3M -$646K -2,620 -5%
TFA
873
Toth Financial Advisory
Virginia
$14.1M +$48.3K +196 +0.4%
ECM
874
ExodusPoint Capital Management
New York
$14.1M -$12.6M -51,016 -48%
SAM
875
Sawgrass Asset Management
Florida
$14.1M +$2.81M +11,396 +27%