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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
CCT
1326
Chemung Canal Trust
New York
$6.23M +$48.8K +198 +0.8%
CIC
1327
Chase Investment Counsel
Virginia
$6.21M -$6.66K -27 -0.1%
LOAMS
1328
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.17M +$1.02M +4,147 +21%
S
1329
SimplyRich
California
$6.16M
CW
1330
Connectus Wealth
Ohio
$6.15M +$14.4M +58,333 +163%
FAIM
1331
Financial Advocates Investment Management
Washington
$6.14M -$175K -712 -3%
JSC
1332
Jackson Square Capital
California
$6.14M +$14K +57 +0.2%
FNB
1333
Farmers National Bank
Kentucky
$6.14M +$171K +692 +3%
ITFISA
1334
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$6.13M +$388K +1,573 +7%
VAS
1335
Vestmark Advisory Solutions
Massachusetts
$6.12M -$1.03M -4,177 -15%
GI
1336
GS Investments
Minnesota
$6.11M -$200K -813 -3%
LIM
1337
Lingotto Investment Management
United Kingdom
$6.11M +$5.79M +23,474 New
SIA
1338
Sage Investment Advisers
New York
$6.11M -$90.7K -368 -2%
BZWA
1339
Blue Zone Wealth Advisors
California
$6.1M +$50.3K +204 +0.9%
AC
1340
Asio Capital
Kentucky
$6.09M +$105K +427 +2%
MFIM
1341
Mesirow Financial Investment Management
Illinois
$6.08M +$6.55M +26,578 New
EWM
1342
Executive Wealth Management
Michigan
$6.07M +$436K +1,770 +8%
IGM
1343
Incline Global Management
New York
$6.03M +$2.43M +9,868 +74%
MCM
1344
McDonough Capital Management
Florida
$6.03M -$1.73K -7 -0%
SVWAG
1345
Sound View Wealth Advisors Group
Georgia
$6.03M +$75.2K +305 +1%
FSA
1346
Fort Sheridan Advisors
Illinois
$6M +$85.8K +348 +2%
AF
1347
Arrow Financial
New York
$5.99M -$974K -3,950 -15%
HH
1348
Hilltop Holdings
Texas
$5.98M +$257K +1,044 +5%
EFS
1349
Essex Financial Services
Connecticut
$5.98M +$119K +483 +2%
MWM
1350
Mission Wealth Management
California
$5.97M +$319K +1,296 +6%