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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
GCM
1176
Graham Capital Management
Connecticut
$7.81M -$1.32M -5,343 -15%
MWM
1177
Marietta Wealth Management
Georgia
$7.76M +$1.23K +5 +0%
BMCM
1178
Bryn Mawr Capital Management
Pennsylvania
$7.76M +$452K +1,835 +7%
NCM
1179
Narwhal Capital Management
Georgia
$7.76M +$651K +2,643 +10%
CFGS
1180
Concourse Financial Group Securities
Alabama
$7.75M -$91.2K -370 -1%
ATPW
1181
Ashton Thomas Private Wealth
Arizona
$7.74M -$118K -478 -2%
CAM
1182
Cypress Asset Management
Texas
$7.74M -$48.1K -195 -0.7%
MBTD
1183
Mechanics Bank - Trust Department
California
$7.72M -$946K -3,840 -11%
NCM
1184
Noesis Capital Mangement
Florida
$7.72M -$90.7K -368 -1%
LSA
1185
L & S Advisors
California
$7.71M +$5.96M +24,172 +443%
GSP
1186
Grafton Street Partners
Florida
$7.71M +$7.3M +29,613 New
BFG
1187
Berger Financial Group
Minnesota
$7.7M -$81.6K -331 -1%
GRP
1188
Global Retirement Partners
California
$7.68M +$423K +1,715 +6%
WTFG
1189
Wells Trecaso Financial Group
Ohio
$7.68M +$22.2K +90 +0.3%
IA
1190
IFP Advisors
Florida
$7.66M -$105K -427 -1%
CPA
1191
Capital Planning Advisors
California
$7.65M -$111K -450 -2%
CIM
1192
Chapman Investment Management
California
$7.64M -$55.2K -224 -0.8%
GWM
1193
GDS Wealth Management
Texas
$7.63M +$1.08M +4,396 +18%
TIM
1194
Thompson Investment Management
Wisconsin
$7.61M -$105K -426 -1%
HVIA
1195
Hudson Valley Investment Advisors
New York
$7.61M -$232K -943 -3%
FHB
1196
First Hawaiian Bank
Hawaii
$7.6M -$32K -130 -0.4%
HA
1197
Herold Advisors
New York
$7.6M -$77.9K -316 -1%
CIA
1198
Capital Investment Advisors
Georgia
$7.59M +$823K +3,341 +13%
ST
1199
Spinnaker Trust
Maine
$7.58M +$31.3K +127 +0.4%
NCM
1200
Nelson Capital Management
California
$7.57M -$90.7K -368 -1%