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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
FFWA
1251
FRG Family Wealth Advisors
Washington
$6.95M -$21.4K -87 -0.3%
SC
1252
Settian Capital
New York
$6.95M
DEA
1253
DoubleLine ETF Adviser
Florida
$6.94M +$475K +1,927 +8%
CCM
1254
Condor Capital Management
New Jersey
$6.94M -$25.9K -105 -0.4%
OCAM
1255
Onex Canada Asset Management
Ontario, Canada
$6.93M -$2.13M -8,639 -24%
KWA
1256
Kingswood Wealth Advisors
California
$6.93M +$5.61M +22,752 +587%
AI
1257
AXS Investments
New York
$6.91M -$35.5K -144 -0.5%
SI
1258
Sora Investors
Pennsylvania
$6.9M -$14.9M -60,500 -70%
LFM
1259
LGT Fund Management
Liechtenstein
$6.89M
HR
1260
Howe & Rusling
New York
$6.89M -$267K -1,083 -4%
BCM
1261
Bancreek Capital Management
California
$6.89M -$86.5K -351 -1%
JAM
1262
JCIC Asset Management
Ontario, Canada
$6.87M -$5.67K -23 -0.1%
BCFD
1263
Boit C.F. David
$6.87M +$665K +2,700 +11%
TWP
1264
Tyche Wealth Partners
Texas
$6.86M +$6.49M +26,331 New
ACS
1265
Archford Capital Strategies
Illinois
$6.85M -$297K -1,207 -4%
AI
1266
Atom Investors
Texas
$6.84M +$1.55M +6,302 +32%
ECML
1267
Eagle Capital Management (Louisiana)
Louisiana
$6.84M -$146K -591 -2%
CCT
1268
Capital City Trust
Florida
$6.83M -$8.38K -34 -0.1%
SEC
1269
Seven Eight Capital
New York
$6.82M +$3.2M +12,975 +98%
DFA
1270
Delta Financial Advisors
Louisiana
$6.81M -$106K -431 -2%
SCM
1271
Shorepath Capital Management
Utah
$6.81M +$6.45M +26,172 New
SB
1272
Strategic Blueprint
Georgia
$6.74M +$14.5K +59 +0.2%
PCP
1273
Proficio Capital Partners
Massachusetts
$6.73M +$4.68K +19 +0.1%
PA
1274
Profund Advisors
Maryland
$6.71M +$739K +2,997 +13%
CPIM
1275
Coalescence Partners Investment Management
New York
$6.7M +$6.34M +25,741 New