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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
PIM
1226
Platinum Investment Management
Australia
$7.21M +$6.83M +27,693 New
M
1227
Mirova
France
$7.21M
EWM
1228
Empirical Wealth Management
Washington
$7.19M -$84.3K -342 -1%
SSA
1229
Sierra Summit Advisors
Nevada
$7.19M +$6.8M +27,603 New
HTC
1230
Haverford Trust Company
Pennsylvania
$7.17M +$215K +874 +3%
RDWM
1231
Red Door Wealth Management
Tennessee
$7.15M +$410K +1,664 +6%
IB
1232
Iyo Bank
Japan
$7.12M
NS
1233
NBC Securities
Alabama
$7.1M +$95.1K +386 +1%
BFM
1234
Boothbay Fund Management
New York
$7.08M +$6.3M +25,578 +1,582%
LWMM
1235
Legacy Wealth Management (Mississippi)
Mississippi
$7.07M -$106K -430 -2%
VAS
1236
Valicenti Advisory Services
New York
$7.06M +$393K +1,595 +6%
SIM
1237
Stratos Investment Management
Ohio
$7.06M +$372K +1,508 +6%
GEA
1238
Glen Eagle Advisors
New Jersey
$7.04M -$131K -530 -2%
BSW
1239
Buckingham Strategic Wealth
Missouri
$7.04M -$368K -1,495 -5%
MA
1240
Mezzasalma Advisors
New Jersey
$7.03M +$69.3K +281 +1%
FTC
1241
Farmers Trust Company
Ohio
$7.02M -$424K -1,722 -6%
RIL
1242
Rothschild Investment LLC
Illinois
$7.02M -$945K -3,835 -12%
CT
1243
Clearstead Trust
Maine
$7.01M +$105K +427 +2%
CHC
1244
City Holding Co
West Virginia
$7M -$153K -622 -2%
DJSG
1245
D.J. St. Germain
Massachusetts
$7M +$191K +776 +3%
MKA
1246
M. Kulyk & Associates
Georgia
$7M +$43.6K +177 +0.7%
BA
1247
Bristlecone Advisors
Washington
$6.99M -$302K -1,224 -4%
IIM
1248
Ipswich Investment Management
Massachusetts
$6.99M +$55K +223 +0.8%
SAG
1249
SageView Advisory Group
California
$6.97M +$1.78M +7,236 +40%
ADL
1250
Asset Dedication LLC
California
$6.96M +$120K +486 +2%