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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 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

307% more first-time investments, than exits

New positions opened: 423 | Existing positions closed: 104

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: 3,5123,771 (+259)

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
+259
Holders Change %
+7.37%
% of All Funds
54.99%
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
104
Calls
$4.53B
Puts
$4.04B
Net Calls
+$491M
Net Calls Change
-$679M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
AKRE Capital Management
Virginia
$914M -$319M -1,292,214 -27%
Royal London Asset Management
77
Royal London Asset Management
United Kingdom
$852M +$19.8M +80,306 +3%
Pictet Asset Management
78
Pictet Asset Management
Switzerland
$844M -$22M -89,410 -3%
RhumbLine Advisers
79
RhumbLine Advisers
Massachusetts
$844M -$13.3M -54,005 -2%
Fayez Sarofim & Co
80
Fayez Sarofim & Co
Texas
$836M +$10.6M +43,173 +1%
RG
81
Rathbones Group
United Kingdom
$817M +$13.7M +55,749 +2%
Neuberger Berman Group
82
Neuberger Berman Group
New York
$786M -$10.8M -43,663 -1%
Robeco Institutional Asset Management
83
Robeco Institutional Asset Management
Netherlands
$750M -$31.6M -128,396 -4%
Macquarie Group
84
Macquarie Group
Australia
$737M -$18.5M -75,141 -3%
Flossbach Von Storch
85
Flossbach Von Storch
Germany
$718M -$45.8M -186,019 -6%
Bank Julius Baer & Co
86
Bank Julius Baer & Co
Switzerland
$687M +$16.4M +66,552 +3%
Fidelity International
87
Fidelity International
Bermuda
$685M +$31M +125,816 +5%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$684M -$3.81M -15,470 -0.6%
California State Teachers Retirement System (CalSTRS)
89
California State Teachers Retirement System (CalSTRS)
California
$673M +$3.02M +12,239 +0.5%
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$672M -$11.3M -45,935 -2%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$670M -$90.1M -365,749 -12%
National Pension Service
92
National Pension Service
South Korea
$663M +$13M +52,608 +2%
WCM Investment Management
93
WCM Investment Management
California
$656M +$6.25M +25,366 +1%
CWG
94
C WorldWide Group
Denmark
$655M -$75.8M -307,642 -11%
LP
95
Longview Partners
Guernsey
$632M -$41.9M -170,030 -7%
WT
96
Wellcome Trust
United Kingdom
$625M
PI
97
Putnam Investments
Massachusetts
$618M +$11.7M +47,487 +2%
Prudential Financial
98
Prudential Financial
New Jersey
$616M -$15M -60,685 -2%
Citigroup
99
Citigroup
New York
$608M -$61.7M -250,133 -10%
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$604M -$47.2M -191,387 -8%