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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
LC
951
Lakehouse Capital
Australia
$11.9M
HWM
952
HFR Wealth Management
New York
$11.9M +$98.3K +399 +0.9%
GFS
953
GYL Financial Synergies
Connecticut
$11.9M +$16K +65 +0.1%
FG
954
Fiduciary Group
Georgia
$11.9M -$368K -1,495 -3%
MOS
955
MGO One Seven
Ohio
$11.9M +$1.89M +7,683 +20%
GAMH
956
Greenwoods Asset Management (HK)
Hong Kong
$11.8M
CIA
957
Concurrent Investment Advisors
Florida
$11.8M +$11.2M +45,307 New
CAL
958
Capital Analysts LLC
Pennsylvania
$11.7M +$215K +871 +2%
SWIG
959
Strategic Wealth Investment Group
Kentucky
$11.7M +$1.5M +6,091 +16%
BAM
960
Bell Asset Management
Australia
$11.7M -$29.3K -119 -0.3%
SAM
961
Sompo Asset Management
Japan
$11.7M +$2.19M +8,870 +25%
CNB
962
Camden National Bank
Maine
$11.7M -$282K -1,145 -2%
BCMO
963
Buckingham Capital Management (Ohio)
Ohio
$11.6M -$1.3M -5,270 -11%
CG
964
Caprock Group
Idaho
$11.6M +$175K +709 +2%
CM
965
Churchill Management
California
$11.6M +$107K +435 +1%
BL
966
Balentine LLC
Georgia
$11.6M +$1.8M +7,288 +20%
NIG
967
NFJ Investment Group
Texas
$11.5M
ZIM
968
Zacks Investment Management
Illinois
$11.5M -$323K -1,310 -3%
WP
969
WMS Partners
Maryland
$11.5M -$632K -2,563 -5%
OCM
970
One Capital Management
California
$11.4M -$302K -1,227 -3%
EF
971
Empirical Finance
Pennsylvania
$11.4M +$183K +742 +2%
BFG
972
Bleakley Financial Group
New Jersey
$11.4M +$784K +3,182 +8%
PVI
973
Pine Valley Investments
New Jersey
$11.4M +$1.56M +6,318 +17%
ECM
974
Everence Capital Management
Indiana
$11.4M -$1.02M -4,120 -9%
RCM
975
Ravenstone Capital Management
$11.4M +$106K +430 +1%