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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
WAS
1076
Wesleyan Assurance Society
United Kingdom
$9.52M
FTDI
1077
First Trust Direct Indexing
Massachusetts
$9.52M +$1.33M +5,400 +17%
DAS
1078
Dynamic Advisor Solutions
Arizona
$9.49M +$900K +3,652 +11%
AMM
1079
American Money Management
California
$9.46M +$26.6K +108 +0.3%
CWP
1080
CFM Wealth Partners
Texas
$9.45M +$223K +904 +3%
GW
1081
GW & Wade
Massachusetts
$9.45M +$430K +1,744 +5%
CCWM
1082
Cassaday & Co Wealth Management
Virginia
$9.44M +$261K +1,059 +3%
RAM
1083
Riggs Asset Management
Pennsylvania
$9.42M -$58.7K -238 -0.7%
ROC
1084
Running Oak Capital
Minnesota
$9.41M +$1.2M +4,864 +16%
TAIM
1085
Te Ahumairangi Investment Management
New Zealand
$9.41M -$2.84M -11,525 -24%
CHCM
1086
Columbus Hill Capital Management
New Jersey
$9.4M -$507K -2,058 -5%
NAM
1087
NorthCrest Asset Manangement
Minnesota
$9.37M -$2.71K -11 -0%
CCM
1088
Cohen Capital Management
California
$9.36M
P
1089
Pitcairn
Pennsylvania
$9.31M +$1.73M +7,017 +24%
OAM
1090
Ostrum Asset Management
France
$9.31M -$1.26M -5,106 -12%
MCM
1091
McKinley Capital Management
Alaska
$9.29M -$102K -415 -1%
WWM
1092
Western Wealth Management
Colorado
$9.29M +$87K +353 +1%
BCM
1093
Barometer Capital Management
Ontario, Canada
$9.27M +$395K +1,603 +5%
BI
1094
Berkeley Inc
Idaho
$9.26M -$60.9K -247 -0.7%
1CP
1095
11 Capital Partners
Connecticut
$9.22M -$5.87M -23,800 -40%
MIA
1096
MainStreet Investment Advisors
Illinois
$9.21M +$223K +906 +3%
LCM
1097
Liberty Capital Management
Michigan
$9.19M -$206K -834 -2%
WC
1098
Woodstock Corp
Massachusetts
$9.13M +$42.6K +173 +0.5%
SWP
1099
Strategic Wealth Partners
Ohio
$9.13M +$883K +3,581 +11%
FFA
1100
Fragasso Financial Advisors
Pennsylvania
$9.09M -$311K -1,260 -3%