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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
YC
976
Yarbrough Capital
Tennessee
$11.4M
TIM
977
Tikehau Investment Management
France
$11.4M -$1.75M -7,119 -14%
PCA
978
Pallas Capital Advisors
Massachusetts
$11.4M -$18K -73 -0.2%
VCA
979
Verdence Capital Advisors
Maryland
$11.3M +$1.06M +4,294 +11%
MA
980
Mutual Advisors
Nebraska
$11.3M +$129K +525 +1%
BIC
981
Beach Investment Counsel
Pennsylvania
$11.3M -$55K -223 -0.5%
BFC
982
Blue Fin Capital
Rhode Island
$11.3M +$548K +2,225 +5%
JSA
983
Jacobson & Schmitt Advisors
Wisconsin
$11.2M -$1.77M -7,177 -14%
BSC
984
Brown Shipley & Co
United Kingdom
$11.2M +$290K +1,177 +3%
LWM
985
Lyell Wealth Management
California
$11.2M +$327K +1,326 +3%
MC
986
Mayar Capital
United Kingdom
$11.1M
HWAM
987
Hennion & Walsh Asset Management
New Jersey
$11.1M +$639K +2,592 +6%
WB
988
Webster Bank
Connecticut
$11.1M +$177K +720 +2%
CC
989
Courier Capital
New York
$11.1M +$5.92K +24 +0.1%
EWM
990
Evercore Wealth Management
New York
$11M -$210K -850 -2%
AIP
991
Alapocas Investment Partners
Massachusetts
$11M +$80.6K +327 +0.8%
AAM
992
Auxier Asset Management
Oregon
$11M -$73.9K -300 -0.7%
CCFCSB
993
Cape Cod Five Cents Savings Bank
Massachusetts
$11M -$11.5M -46,547 -53%
HIMC
994
Heritage Investors Management Corp
Maryland
$10.9M -$184K -745 -2%
FIA
995
Foundations Investment Advisors
Arizona
$10.9M +$1.6M +6,472 +20%
FI
996
FJ Investments
Utah
$10.9M +$10.3M +41,779 New
KAS
997
Kemnay Advisory Services
New York
$10.9M +$363K +1,471 +4%
SCM
998
Stevens Capital Management
Pennsylvania
$10.9M +$10.3M +41,726 New
HAG
999
HighPoint Advisor Group
Illinois
$10.8M +$9.5M +38,537 New
MC
1000
Mirabaud & Cie
Switzerland
$10.8M +$10.2M +41,512 New