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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
RWA
876
Roberts Wealth Advisors
California
$14.1M +$7.89K +32 +0.2%
WWA
877
WCG Wealth Advisors
Nevada
$14.1M -$280K -1,134 -2%
PIP
878
Peachtree Investment Partners
Florida
$14.1M +$62.4K +253 +0.5%
LOAME
879
Lombard Odier Asset Management (Europe)
United Kingdom
$14M -$10.1M -41,038 -43%
MRCM
880
M&R Capital Management
New Jersey
$14M -$152K -616 -1%
BSI
881
Bennett Selby Investments
Maine
$13.9M -$52.7K -214 -0.4%
FNBT
882
FineMark National Bank & Trust
Florida
$13.9M +$2.27M +9,201 +21%
LIM
883
Letson Investment Management
Georgia
$13.9M +$13.2M +53,358 New
TF
884
Talbot Financial
Washington
$13.9M +$438K +1,777 +3%
BBA
885
Baader Bank Aktiengesellschaft
Germany
$13.9M +$25.6K +104 +0.2%
FFN
886
Focus Financial Network
Minnesota
$13.9M +$9.75M +39,565 +288%
TCOV
887
Trust Company of Vermont
Vermont
$13.9M +$311K +1,263 +2%
AF
888
Allworth Financial
California
$13.8M +$53.5K +217 +0.4%
RCWMU
889
Rothschild & Co Wealth Management (UK)
United Kingdom
$13.8M +$401K +1,627 +3%
PHAM
890
Pacific Heights Asset Management
California
$13.8M
MLL
891
Moody Lynn & Lieberson
Massachusetts
$13.8M -$35.5K -144 -0.3%
JSP
892
Jackson Square Partners
California
$13.7M -$1.54M -6,267 -11%
LCM
893
Logan Capital Management
Pennsylvania
$13.6M -$485K -1,966 -4%
AMI
894
Amica Mutual Insurance
Rhode Island
$13.6M -$337K -1,369 -3%
DWT
895
Dorsey & Whitney Trust
South Dakota
$13.5M +$418K +1,696 +3%
TCM
896
Thames Capital Management
New Jersey
$13.5M
WBC
897
Westpac Banking Corp
Australia
$13.5M -$11M -44,715 -46%
PMG
898
ProVise Management Group
Florida
$13.4M -$8.63K -35 -0.1%
SFI
899
Siemens Fonds Invest
Germany
$13.4M +$1.98M +8,048 +19%
KA
900
Kintegral Advisory
New York
$13.3M -$80.6K -327 -0.6%