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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
SC
1376
Sawyer & Company
Massachusetts
$5.71M -$289K -1,171 -5%
QT
1377
Quantbot Technologies
New York
$5.71M -$1.81M -7,337 -25%
FGA
1378
Fortis Group Advisors
New Jersey
$5.7M +$116K +471 +2%
AT
1379
American Trust
Kentucky
$5.7M -$130K -526 -2%
QWP
1380
Quotient Wealth Partners
Texas
$5.69M +$5.39M +21,863 New
MMA
1381
Miracle Mile Advisors
California
$5.63M +$242K +981 +5%
BCM
1382
Bayesian Capital Management
New York
$5.62M +$5.32M +21,600 New
FFA
1383
Farther Finance Advisors
California
$5.62M +$2.6M +10,549 +96%
PIA
1384
Petredis Investment Advisors
Pennsylvania
$5.62M -$158K -640 -3%
B
1385
Bensler
Washington
$5.62M +$99.6K +404 +2%
EAM
1386
Eagle Asset Management
Florida
$5.62M -$232K -940 -4%
HKIM
1387
Hayek Kallen Investment Management
Alabama
$5.61M -$31.3K -127 -0.6%
NWM
1388
Napa Wealth Management
California
$5.61M +$5.31M +21,551 New
AUB
1389
Atlantic Union Bankshares
Virginia
$5.6M -$23.7K -96 -0.4%
SWM
1390
Sendero Wealth Management
Texas
$5.59M +$83.6K +339 +2%
WANY
1391
Wealthspire Advisors (New York)
New York
$5.59M +$720K +2,923 +16%
RWM
1392
RBA Wealth Management
California
$5.59M +$4.93K +20 +0.1%
SWM
1393
SFG Wealth Management
Maryland
$5.58M
SWA
1394
SFMG Wealth Advisors
Texas
$5.58M +$130K +528 +3%
SCM
1395
Spring Capital Management
Texas
$5.57M -$109K -441 -2%
ECM
1396
Evergreen Capital Management
Washington
$5.54M +$369K +1,497 +8%
AC
1397
Arjuna Capital
North Carolina
$5.54M +$339K +1,377 +7%
BFA
1398
Benedict Financial Advisors
Georgia
$5.51M +$68.5K +278 +1%
KP
1399
Keel Point
Alabama
$5.51M -$12.8K -52 -0.2%
CNBTD
1400
Citizens National Bank Trust Department
Mississippi
$5.51M +$111K +450 +2%