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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
FMTC
1401
Farmers & Merchants Trust Company
California
$5.5M +$183K +744 +4%
MSAM
1402
Moloney Securities Asset Management
Missouri
$5.49M +$64.3K +261 +1%
CWA
1403
Clarity Wealth Advisors
California
$5.49M -$3.7K -15 -0.1%
BGI
1404
BlueDrive Global Investors
United Kingdom
$5.46M +$5.17M +20,980 New
GWM
1405
Geneos Wealth Management
Colorado
$5.45M -$2.33M -9,435 -31%
CC
1406
Cannell & Co
New York
$5.45M +$100K +407 +2%
CANC
1407
Culbertson A N & Co
Virginia
$5.45M -$173K -700 -3%
BCM
1408
Barrier Capital Management
California
$5.44M -$665K -2,697 -11%
IWA
1409
Icon Wealth Advisors
Texas
$5.43M +$5.14M +20,871 New
WA1
1410
Wimmer Associates 1
California
$5.43M -$60.4K -245 -1%
SIAP
1411
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.42M -$89.5K -363 -2%
MCP
1412
Mirador Capital Partners
California
$5.42M -$56.7K -230 -1%
AWA
1413
Arete Wealth Advisors
Illinois
$5.4M +$5.12M +20,754 New
TCA
1414
Trifecta Capital Advisors
Illinois
$5.4M +$140K +570 +3%
OHWP
1415
Oak Harbor Wealth Partners
North Carolina
$5.4M -$94.4K -383 -2%
IAS
1416
Insigneo Advisory Services
Florida
$5.4M +$515K +2,091 +11%
AWM
1417
Avitas Wealth Management
California
$5.39M +$90.2K +366 +2%
EAM
1418
EFG Asset Management
Oregon
$5.39M +$2.01M +8,150 +65%
HVP
1419
Hudson Value Partners
Florida
$5.38M +$73.5K +298 +1%
FFA
1420
First Foundation Advisors
California
$5.37M -$2.45M -9,955 -33%
SF
1421
Summit Financial
New Jersey
$5.34M +$313K +1,269 +7%
CW
1422
CreativeOne Wealth
Kansas
$5.34M +$1.23K +5 +0%
UCMOK
1423
United Capital Management of KS
Kansas
$5.34M +$48.3K +196 +1%
PP
1424
Pacifica Partners
Canada
$5.33M +$228K +924 +5%
TLP
1425
Trinity Legacy Partners
Texas
$5.32M -$37.2K -151 -0.7%