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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
TPCM
1201
Templeton & Phillips Capital Management
Tennessee
$7.56M
CWP
1202
Cyndeo Wealth Partners
Florida
$7.53M -$664K -2,694 -9%
CT
1203
Colonial Trust
South Carolina
$7.52M +$478K +1,941 +7%
GCL
1204
Gouws Capital LLC
North Carolina
$7.49M -$58.2K -236 -0.8%
BIG
1205
Builder Investment Group
Georgia
$7.46M -$24.6K -100 -0.3%
CCM
1206
Chickasaw Capital Management
Tennessee
$7.44M +$30.3K +123 +0.4%
NP
1207
Nilsine Partners
Colorado
$7.41M -$1.3M -5,275 -16%
LSWM
1208
Lorne Steinberg Wealth Management
Canada
$7.39M +$68K +276 +1%
TCA
1209
Transcend Capital Advisors
New Jersey
$7.39M -$1.97K -8 -0%
CI
1210
Conning Inc
Connecticut
$7.36M -$19.7K -80 -0.3%
FI
1211
Firetrail Investments
Australia
$7.34M +$6.61M +26,805 New
CHAM
1212
Clear Harbor Asset Management
Connecticut
$7.33M +$537K +2,178 +8%
NIM
1213
NEOS Investment Management
Connecticut
$7.3M +$1.55M +6,288 +29%
CA
1214
Cullinan Associates
Kentucky
$7.3M +$73.9K +300 +1%
MNBTD
1215
Moody National Bank Trust Division
Texas
$7.3M -$3.92M -15,907 -36%
CWM
1216
CMH Wealth Management
New Hampshire
$7.29M +$125K +507 +2%
MGIA
1217
Moneta Group Investment Advisors
Missouri
$7.28M +$43.9K +178 +0.6%
CCA
1218
Covey Capital Advisors
Georgia
$7.28M
TH
1219
TCTC Holdings
Texas
$7.27M +$11.6K +47 +0.2%
BCM
1220
Brookstone Capital Management
Illinois
$7.26M +$39.9K +162 +0.6%
SW
1221
SlateStone Wealth
Florida
$7.25M +$130K +526 +2%
RFWA
1222
RPg Family Wealth Advisory
Massachusetts
$7.23M -$387K -1,569 -5%
BWS
1223
Buck Wealth Strategies
Colorado
$7.23M +$1.05M +4,247 +18%
BB
1224
Berkshire Bank
Massachusetts
$7.22M -$144K -583 -2%
GIM
1225
Goelzer Investment Management
Indiana
$7.21M -$162K -657 -2%