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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
BTWM
1301
Baker Tilly Wealth Management
Wisconsin
$6.46M -$909K -3,689 -13%
LC
1302
Legacy CG
Texas
$6.43M +$1.04M +4,234 +21%
ACA
1303
Atlas Capital Advisors
Wyoming
$6.42M +$29.8K +121 +0.5%
SC
1304
Scholtz & Company
Connecticut
$6.41M +$2.18M +8,864 +56%
GS
1305
GTS Securities
New York
$6.39M +$5.79M +23,502 +2,253%
SC
1306
Searle & Co
Connecticut
$6.38M
GAAM
1307
Guinness Atkinson Asset Management
California
$6.38M -$131K -533 -2%
LG
1308
Leuthold Group
Minnesota
$6.38M -$6.9K -28 -0.1%
HPIA
1309
Hamilton Point Investment Advisors
North Carolina
$6.37M +$5.76M +23,353 +2,094%
SCM
1310
Sitrin Capital Management
California
$6.36M -$98.8K -401 -2%
MIC
1311
Means Investment Company
Maine
$6.36M -$158K -643 -3%
WA
1312
WP Advisors
California
$6.35M +$52K +211 +0.9%
FM
1313
Family Management
New York
$6.34M +$71.2K +289 +1%
WG
1314
Welch Group
Alabama
$6.34M +$70K +284 +1%
HW
1315
Hedeker Wealth
Illinois
$6.33M -$212K -861 -3%
VLC
1316
Van Leeuwen & Company
New Jersey
$6.33M +$27.4K +111 +0.5%
CIG
1317
Consolidated Investment Group
Colorado
$6.33M -$986K -4,000 -14%
JF
1318
Jump Financial
Illinois
$6.32M +$5.71M +23,154 +2,062%
LOPW
1319
Live Oak Private Wealth
North Carolina
$6.32M +$124K +503 +2%
HSA
1320
HBK Sorce Advisory
Pennsylvania
$6.3M -$385K -1,562 -6%
SIA
1321
Schechter Investment Advisors
Michigan
$6.3M -$227K -923 -4%
UF
1322
Univest Financial
Pennsylvania
$6.27M -$89.5K -363 -1%
MWM
1323
Meridian Wealth Management
Kentucky
$6.27M +$336K +1,363 +6%
MWA
1324
Meridian Wealth Advisors
Texas
$6.24M +$164K +664 +3%
PA
1325
PFG Advisors
Arizona
$6.23M +$72.2K +293 +1%