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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
SGAM
1101
Smith Group Asset Management
Texas
$9.08M +$8.6M +34,895 New
NG
1102
NWK Group
California
$9.08M +$166K +672 +2%
SC
1103
Sepio Capital
Utah
$9.04M -$1.35M -5,475 -14%
FPTW
1104
Franklin, Parlapiano, Turner & Welch
Texas
$9.03M -$236K -957 -3%
BCM
1105
BlueMar Capital Management
Florida
$9.01M -$6.67M -27,046 -44%
AP
1106
Americana Partners
Texas
$8.95M -$96.9K -393 -1%
JCM
1107
Jacobi Capital Management
Pennsylvania
$8.93M -$77.6K -315 -0.9%
CUAMC
1108
China Universal Asset Management Company
China
$8.92M +$739K +3,000 +10%
TYCC
1109
Texas Yale Capital Corp
Florida
$8.87M -$13.1K -53 -0.2%
AA
1110
Ancora Advisors
Ohio
$8.85M -$10.6K -43 -0.1%
CT
1111
Coastline Trust
Rhode Island
$8.83M -$43.1K -175 -0.5%
CAM
1112
Clark Asset Management
New Hampshire
$8.82M -$1.53M -6,192 -15%
NCM
1113
Novare Capital Management
North Carolina
$8.81M +$304K +1,233 +4%
FB
1114
Fulton Bank
Pennsylvania
$8.75M -$42.9K -174 -0.5%
HCM
1115
Hilton Capital Management
New York
$8.71M +$16.8K +68 +0.2%
NAS
1116
NWF Advisory Services
California
$8.68M +$38.9K +158 +0.5%
MGM
1117
Miura Global Management
New York
$8.59M +$4.44M +18,000 +120%
SC
1118
Syon Capital
California
$8.58M +$4.83M +19,589 +146%
IFG
1119
Independent Financial Group
California
$8.58M +$659K +2,672 +9%
GI
1120
GAMCO Investors
Connecticut
$8.58M -$1.29M -5,230 -14%
PTB
1121
Pioneer Trust Bank
Oregon
$8.58M +$362K +1,467 +5%
DCM
1122
Donaldson Capital Management
Indiana
$8.56M +$64.6K +262 +0.8%
NRG
1123
Nemes Rush Group
Michigan
$8.56M +$249K +1,011 +3%
RPC
1124
Rossmore Private Capital
Connecticut
$8.55M -$19K -77 -0.2%
SLI
1125
Sumitomo Life Insurance
Japan
$8.52M -$343K -1,392 -4%