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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
XI
1126
XXEC Inc
Oklahoma
$8.49M -$266K -1,079 -3%
RSWM
1127
Robertson Stephens Wealth Management
California
$8.47M -$591K -2,398 -7%
PWG
1128
Portside Wealth Group
Utah
$8.45M -$522K -2,116 -6%
WCF
1129
West Coast Financial
California
$8.45M +$6.62M +26,854 +478%
SM
1130
Selkirk Management
New Jersey
$8.44M -$937K -3,800 -10%
CWG
1131
Cornerstone Wealth Group
North Carolina
$8.43M -$182K -738 -2%
IWM
1132
IHT Wealth Management
Illinois
$8.43M +$1.85M +7,486 +30%
SCA
1133
Stokes Capital Advisors
South Carolina
$8.43M +$416K +1,687 +5%
WFG
1134
Wormser Freres Gestion
France
$8.4M +$7.95M +32,260 New
HIP
1135
HUB Investment Partners
Texas
$8.35M +$900K +3,652 +13%
SWA
1136
Stratos Wealth Advisors
Ohio
$8.34M +$45.6K +185 +0.6%
ERIC
1137
Eagle Rock Investment Company
Georgia
$8.31M +$1.38M +5,579 +21%
HWA
1138
HCR Wealth Advisors
California
$8.31M +$1.49M +6,030 +23%
NFG
1139
Nations Financial Group
Iowa
$8.31M -$44.4K -180 -0.6%
DAM
1140
Diamant Asset Management
Connecticut
$8.25M +$24.6K +100 +0.3%
DI
1141
DFPG Investments
Utah
$8.25M +$1.3M +5,291 +20%
FNBOO
1142
First National Bank of Omaha
Nebraska
$8.25M -$589K -2,390 -7%
GIA
1143
GHP Investment Advisors
Colorado
$8.23M +$185K +749 +2%
PCTC
1144
Perkins Coie Trust Company
Washington
$8.22M -$107K -435 -1%
KHLMTHM
1145
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$8.2M
RCM
1146
RNC Capital Management
California
$8.18M +$129K +522 +2%
TC
1147
Telemus Capital
Michigan
$8.17M -$48.8K -198 -0.6%
DIM
1148
DLK Investment Management
California
$8.16M +$7.73M +31,350 New
WCM
1149
Wisconsin Capital Management
Wisconsin
$8.15M +$11.6K +47 +0.2%
SCA
1150
Sage Capital Advisors
South Dakota
$8.13M +$29.3K +119 +0.4%