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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
TIP
1276
Torray Investment Partners
Maryland
$6.67M +$55.7K +226 +0.9%
ERSOT
1277
Employees Retirement System of Texas
Texas
$6.67M +$2.56M +10,376 +68%
KJHP
1278
K.J. Harrison & Partners
Ontario, Canada
$6.67M +$316K +1,283 +5%
AWP
1279
Ascent Wealth Partners
New York
$6.65M +$165K +668 +3%
HCM
1280
Harvey Capital Management
Florida
$6.64M -$12.3K -50 -0.2%
DA
1281
Duality Advisers
Florida
$6.64M +$2.53M +10,246 +67%
GIA
1282
Gladstone Institutional Advisory
Florida
$6.61M -$235K -953 -4%
PO
1283
PBCay One
United Arab Emirates
$6.59M +$6.24M +25,309 New
WI
1284
Wintrust Investments
Illinois
$6.58M -$419K -1,701 -6%
TPA
1285
Trivium Point Advisory
Connecticut
$6.57M +$77.6K +315 +1%
BFW
1286
Brady Family Wealth
Missouri
$6.57M +$421K +1,708 +7%
IB
1287
Intrust Bank
Kansas
$6.52M +$96.9K +393 +2%
SFP
1288
Shepherd Financial Partners
Massachusetts
$6.52M +$311K +1,262 +5%
RCM
1289
RB Capital Management
Nevada
$6.52M +$636K +2,580 +11%
RA
1290
Rovida Advisors
Florida
$6.51M
CLCM
1291
Center Lake Capital Management
Florida
$6.51M
KFBMI
1292
Kentucky Farm Bureau Mutual Insurance
Kentucky
$6.51M
ISL
1293
Ingalls & Snyder LLC
New York
$6.51M +$1.97K +8 +0%
BCWM
1294
Bartlett & Co Wealth Management
Ohio
$6.49M +$82.3K +334 +1%
BC
1295
Bartlett & Co
Ohio
$6.49M +$82.3K +334 +1%
CG
1296
Cynosure Group
Utah
$6.48M +$389K +1,580 +7%
PGAM
1297
Princeton Global Asset Management
New Jersey
$6.47M +$151K +612 +3%
BCA
1298
Bray Capital Advisors
Florida
$6.46M +$16K +65 +0.3%
HIC
1299
Hartline Investment Corp
Illinois
$6.46M +$137K +555 +2%
MGAM
1300
McGowan Group Asset Management
Texas
$6.46M -$75.9K -308 -1%