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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
SNB
1051
Security National Bank
Nebraska
$9.97M +$37.2K +151 +0.4%
PWP
1052
Principle Wealth Partners
Connecticut
$9.96M +$46.1K +187 +0.5%
S
1053
SignatureFD
Georgia
$9.96M +$269K +1,090 +3%
PA
1054
Perennial Advisors
New York
$9.93M -$84.8K -344 -0.9%
IAN
1055
Integrated Advisors Network
Texas
$9.91M +$3.39M +13,765 +57%
LFAS
1056
Level Four Advisory Services
Texas
$9.91M +$369K +1,497 +4%
PCOC
1057
Power Corp of Canada
Canada
$9.9M +$239K +968 +3%
PF
1058
Phoenix Financial
Israel
$9.89M -$27.3M -110,678 -75%
NIM
1059
Nicollet Investment Management
Minnesota
$9.85M -$109K -441 -1%
PPA
1060
Painted Porch Advisors
California
$9.85M +$9.32M +37,828 New
ZB
1061
Zions Bancorporation
Utah
$9.83M +$176K +715 +2%
SC
1062
Savant Capital
Illinois
$9.83M +$694K +2,817 +8%
CA
1063
Claar Advisors
New York
$9.79M
CCM
1064
Consolidated Capital Management
California
$9.77M -$478K -1,939 -5%
CIG
1065
Cullen Investment Group
Louisiana
$9.75M +$9.23M +37,466 New
LCI
1066
L1 Capital International
Australia
$9.73M +$9.22M +37,390 New
JPWM
1067
Jamison Private Wealth Management
Georgia
$9.73M -$80.8K -328 -0.9%
FA
1068
Fagan Associates
New York
$9.7M -$76.2K -309 -0.8%
RC
1069
Roundview Capital
New Jersey
$9.69M +$834K +3,385 +10%
BG
1070
Bahl & Gaynor
Ohio
$9.68M +$118K +478 +1%
HI
1071
Horizon Investments
North Carolina
$9.66M +$1.29M +5,240 +16%
IEFM
1072
IQ EQ Fund Management
Ireland
$9.64M +$5.87M +23,833 +181%
RCP
1073
Rothschild Capital Partners
New York
$9.63M -$7.15K -29 -0.1%
M
1074
MOTCO
Texas
$9.6M -$77.6K -315 -0.8%
MG
1075
Mather Group
Illinois
$9.54M +$949K +3,850 +12%