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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
CI
901
Capital International
California
$13.3M -$25.6K -104 -0.2%
EH
902
Equitable Holdings
New York
$13.3M +$2.13M +8,658 +20%
BC
903
Burney Company
Virginia
$13.3M -$326K -1,323 -3%
LIM
904
Leavell Investment Management
Alabama
$13.2M -$34.8K -141 -0.3%
AJ
905
Ashburton (Jersey)
Jersey
$13.2M -$63.1K -256 -0.4%
BMC
906
Benin Management Corp
Connecticut
$13.2M -$62.4K -253 -0.5%
KLWA
907
Kelly Lawrence W & Associates
California
$13.2M -$132K -535 -1%
Twin Tree Management
908
Twin Tree Management
Texas
$13.1M +$11.4M +46,211 +1,076%
NMIMC
909
Northwestern Mutual Investment Management Company
Wisconsin
$13.1M -$64.3K -261 -0.5%
EF
910
Empowered Funds
Pennsylvania
$13.1M +$524K +2,125 +4%
SS
911
Simplicity Solutions
Minnesota
$13.1M +$805K +3,268 +7%
PFU
912
Parus Finance (UK)
United Kingdom
$13.1M +$5.1M +20,692 +70%
FCBT
913
First Citizens Bank & Trust
North Carolina
$13M +$238K +964 +2%
AF
914
Alerus Financial
North Dakota
$12.9M -$487K -1,974 -4%
BFEC
915
Benjamin F. Edwards & Company
Missouri
$12.9M +$3.38M +13,728 +38%
TF
916
Threadgill Financial
Texas
$12.9M -$32K -130 -0.3%
VF
917
Vest Financial
Virginia
$12.9M +$2.8M +11,370 +30%
IGGA
918
Iron Gate Global Advisors
Utah
$12.8M +$26.9K +109 +0.2%
WAM
919
Weatherly Asset Management
California
$12.8M -$221K -898 -2%
TA
920
TruWealth Advisors
Louisiana
$12.8M +$241K +979 +2%
DWA
921
Douglass Winthrop Advisors
New York
$12.8M -$39.9K -162 -0.3%
LNC
922
Lincoln National Corp
Pennsylvania
$12.8M +$172K +697 +1%
CWM
923
Curi Wealth Management
North Carolina
$12.7M -$1.45M -5,872 -11%
CK
924
Cohen Klingenstein
New York
$12.7M
PS
925
Principal Securities
Iowa
$12.7M +$12M +48,790 New