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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
LT
1026
Legacy Trust
Michigan
$10.4M -$119K -481 -1%
SWC
1027
Spectrum Wealth Counsel
Indiana
$10.4M +$9.86M +40,020 New
PC
1028
Prevatt Capital
Bahamas
$10.4M +$9.86M +40,000 New
FHA
1029
Flagship Harbor Advisors
Massachusetts
$10.4M +$388K +1,573 +4%
RIG
1030
Renaissance Investment Group
Massachusetts
$10.4M -$29.8K -121 -0.3%
SAM
1031
Stansberry Asset Management
Texas
$10.4M -$298K -1,209 -3%
Acadian Asset Management
1032
Acadian Asset Management
Massachusetts
$10.3M +$266K +1,080 +3%
HIA
1033
Harbor Investment Advisory
Maryland
$10.3M +$62.6K +254 +0.6%
HP
1034
Hosking Partners
United Kingdom
$10.3M -$702K -2,847 -7%
LBC
1035
Lowe Brockenbrough & Co
Virginia
$10.2M -$2.32M -9,418 -19%
MIA
1036
MMBG Investment Advisors
Florida
$10.2M +$373K +1,515 +4%
AIP
1037
Ameritas Investment Partners
Nebraska
$10.2M -$475K -1,929 -5%
CF
1038
Clarity Financial
Texas
$10.2M -$262K -1,065 -3%
CM
1039
Capital Management
Virginia
$10.2M -$166K -675 -2%
BMM
1040
Buffington Mohr McNeal
Idaho
$10.2M -$156K -633 -2%
CI
1041
CX Institutional
Indiana
$10.2M +$44.4K +180 +0.5%
AG
1042
Ascent Group
Virginia
$10.1M +$9.61K +39 +0.1%
BWM
1043
Bulltick Wealth Management
Florida
$10.1M -$415K -1,683 -4%
LW
1044
Linscomb Wealth
Texas
$10.1M -$96.6K -392 -1%
IHL
1045
Investment House LLC
California
$10.1M -$1.56M -6,328 -14%
Baillie Gifford & Co
1046
Baillie Gifford & Co
United Kingdom
$10M -$1.21M -4,900 -11%
SA
1047
Strategic Advisors
New York
$10M -$582K -2,360 -6%
TFA
1048
Teamwork Financial Advisors
Texas
$10M +$4.64M +18,809 +96%
PJSIMP
1049
P.J. Schmidt Investment Management (PJS)
Wisconsin
$10M -$191K -774 -2%
AAMA
1050
Advanced Asset Management Advisors
Ohio
$9.97M