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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
YL
926
YCG LLC
Texas
$12.7M +$3.94K +16 +0%
SC
927
Skylands Capital
Wisconsin
$12.6M -$277K -1,125 -2%
OPCM
928
Osborne Partners Capital Management
California
$12.6M -$49.3K -200 -0.4%
RWA
929
River Wealth Advisors
Pennsylvania
$12.6M +$54K +219 +0.5%
PAM
930
Palisade Asset Management
Minnesota
$12.5M +$99.1K +402 +0.8%
USAA
931
United Services Automobile Association
Texas
$12.5M +$959K +3,889 +9%
CCM
932
Coldstream Capital Management
Washington
$12.4M +$1.12M +4,542 +10%
SIMG
933
Sonora Investment Management Group
Arizona
$12.4M +$696K +2,823 +6%
GG
934
Greenwood Gearhart
Arkansas
$12.4M -$2.43M -9,858 -17%
WPP
935
Whalerock Point Partners
Rhode Island
$12.4M -$125K -507 -1%
LNB
936
Ledyard National Bank
$12.3M +$59.6K +242 +0.5%
PCIG
937
Partners Capital Investment Group
Massachusetts
$12.3M -$1.84M -7,476 -14%
JCM
938
Janney Capital Management
Pennsylvania
$12.3M -$589K -2,389 -5%
DAM
939
Deltec Asset Management
New York
$12.3M -$904K -3,668 -7%
SCM
940
Shelton Capital Management
Colorado
$12.3M -$1.57M -6,385 -12%
FA
941
FDx Advisors
Illinois
$12.3M -$343K -1,391 -3%
FGAM
942
Financial Gravity Asset Management
Texas
$12.2M +$15.5K +63 +0.7%
PIM
943
Progressive Investment Management
Oregon
$12.2M -$11.6K -47 -0.1%
AssetMark Inc
944
AssetMark Inc
California
$12.2M +$1.58M +6,420 +16%
TCCM
945
Timber Creek Capital Management
Massachusetts
$12.1M +$37.7K +153 +0.3%
CGIM
946
Capital Group Investment Management
Singapore
$12.1M -$12.6M -51,064 -52%
GAM
947
Griffin Asset Management
New York
$12M +$829K +3,362 +8%
RCW
948
Rheos Capital Works
Japan
$12M +$2.46M +10,000 +28%
SSB
949
Sandy Spring Bank
Maryland
$12M -$366K -1,486 -3%
FWTB
950
First Western Trust Bank
Colorado
$11.9M -$254K -1,030 -2%