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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
TAM
1151
Townsend Asset Management
North Carolina
$8.12M +$106K +432 +1%
CT
1152
Caldwell Trust
Florida
$8.12M -$94.4K -383 -1%
SW
1153
Solidarity Wealth
Utah
$8.1M -$2.35M -9,554 -23%
SS
1154
Sunbelt Securities
Texas
$8.1M +$169K +687 +2%
GCGDR
1155
Geo Capital Gestora de Recursos
Brazil
$8.06M -$1.12M -4,543 -13%
PTC
1156
Philadelphia Trust Company
Pennsylvania
$8.05M -$328K -1,330 -4%
FCT
1157
Family Capital Trust
Massachusetts
$8.03M -$16.8K -68 -0.2%
CWM
1158
Chronos Wealth Management
Florida
$8.03M -$50.3K -204 -0.7%
GGI
1159
GPM Growth Investors
Michigan
$8.02M -$1.48K -6 -0%
MCM
1160
Mitchell Capital Management
Kansas
$8.01M +$123K +501 +2%
AAM
1161
Azzad Asset Management
Virginia
$7.97M +$62.9K +255 +0.8%
AFWM
1162
AMJ Financial Wealth Management
Virginia
$7.97M -$20.5K -83 -0.3%
AFA
1163
Abacus FCF Advisors
Florida
$7.94M +$3.83M +15,548 +104%
TCOO
1164
Trust Company of Oklahoma
Oklahoma
$7.93M -$224K -910 -3%
BP
1165
Ballentine Partners
Massachusetts
$7.93M +$989K +4,012 +15%
SFS
1166
Sowell Financial Services
Arkansas
$7.92M +$247K +1,002 +3%
KAM
1167
Knightsbridge Asset Management
California
$7.87M -$181K -734 -2%
WCM
1168
Whitener Capital Management
North Carolina
$7.87M -$144K -583 -2%
TP
1169
TenCore Partners
New York
$7.86M -$822K -3,335 -10%
CG
1170
CFO4Life Group
Texas
$7.86M -$109K -444 -1%
HCA
1171
Harbour Capital Advisors
Virginia
$7.85M +$11.1K +45 +0.1%
VIP
1172
Vantage Investment Partners
Missouri
$7.82M +$2.31M +9,366 +45%
CWM
1173
Concentric Wealth Management
California
$7.82M -$51.5K -209 -0.7%
BGC
1174
Blue Grotto Capital
Georgia
$7.81M +$7.39M +30,000 New
KCM
1175
Kingdon Capital Management
New York
$7.81M -$8.63M -35,000 -54%