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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
PM
1351
Phraction Management
Connecticut
$5.96M -$100K -406 -2%
TAS
1352
TIFF Advisory Services
Pennsylvania
$5.96M +$5.64M +22,880 New
PCM
1353
Poehling Capital Management
Wisconsin
$5.96M -$12.1K -49 -0.2%
SVCP
1354
Silicon Valley Capital Partners
California
$5.93M -$92.4K -375 -2%
AAF
1355
Andra AP-fonden
Sweden
$5.92M -$2.07M -8,400 -27%
BHCM
1356
Brevan Howard Capital Management
Jersey
$5.92M +$3.65M +14,790 +186%
AIMA
1357
Ables Iannone Moore & Associates
Georgia
$5.91M +$5.59M +22,693 New
WA
1358
Waverly Advisors
Alabama
$5.91M +$2.01M +8,140 +56%
NFC
1359
Northeast Financial Consultants
Connecticut
$5.9M +$355K +1,440 +7%
SWS
1360
SYSTM Wealth Solutions
Illinois
$5.9M -$407K -1,651 -7%
NP
1361
NorthRock Partners
Minnesota
$5.9M +$2.27M +9,210 +68%
MMM
1362
Mendel Money Management
Illinois
$5.9M -$58.9K -239 -1%
LCM
1363
Legato Capital Management
California
$5.88M
BDA
1364
Borer Denton & Associates
Pennsylvania
$5.87M +$61.4K +249 +1%
TCM
1365
Twin Capital Management
Pennsylvania
$5.86M -$141K -572 -2%
Marshall Wace
1366
Marshall Wace
United Kingdom
$5.85M -$34.4M -139,649 -86%
VSQM
1367
V-Square Quantitative Management
Illinois
$5.83M +$2.63M +10,674 +91%
CIP
1368
Chartwell Investment Partners
Pennsylvania
$5.83M +$598K +2,425 +12%
SFA
1369
Souders Financial Advisors
Ohio
$5.78M -$117K -474 -2%
MFG
1370
Merit Financial Group
Georgia
$5.77M -$2.59M -10,500 -32%
PWM
1371
Purus Wealth Management
California
$5.74M -$69.8K -283 -1%
DWM
1372
Dorchester Wealth Management
Quebec, Canada
$5.73M -$54.2K -220 -1%
GMA
1373
Glassy Mountain Advisors
Maryland
$5.73M +$710K +2,881 +15%
EPFB
1374
Employees Provident Fund Board
Malaysia
$5.73M
WSTAM
1375
Wilbanks Smith & Thomas Asset Management
Virginia
$5.72M +$51.8K +210 +1%