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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
CAM
1426
Carret Asset Management
New York
$5.32M +$3.7K +15 +0.1%
MM
1427
Meridian Management
Arkansas
$5.3M -$49.8K -202 -1%
BDL
1428
Bey-Douglas LLC
Georgia
$5.3M +$5.01M +20,346 New
GI
1429
GLOBALT Investments
Georgia
$5.27M +$4.99M +20,237 New
SAM
1430
SP Asset Management
California
$5.27M +$189K +765 +4%
CW
1431
CIC Wealth
Maryland
$5.25M -$172K -696 -3%
JRP
1432
Jasper Ridge Partners
California
$5.25M
HAM
1433
Harmony Asset Management
Arizona
$5.25M +$4.97M +20,162 New
GPTE
1434
Generali Powszechne Towarzystwo Emerytalne
Poland
$5.24M
ECM
1435
EagleClaw Capital Management
Massachusetts
$5.24M +$148K +600 +3%
HWA
1436
Heritage Wealth Advisors
Virginia
$5.23M -$437K -1,774 -8%
WAS
1437
Winch Advisory Services
Wisconsin
$5.22M -$98.6K -400 -2%
JFL
1438
Jarislowsky, Fraser Ltd
Quebec, Canada
$5.22M +$1.9M +7,712 +63%
CP
1439
CenterBook Partners
Connecticut
$5.22M -$791K -3,208 -14%
SG Americas Securities
1440
SG Americas Securities
New York
$5.21M +$14.3K +58 +0.3%
GCM
1441
Glynn Capital Management
California
$5.21M
WDA
1442
Wendell David Associates
New Hampshire
$5.21M +$64.1K +260 +1%
IBOK
1443
Independence Bank of Kentucky
Kentucky
$5.2M +$912K +3,700 +23%
CGL
1444
Clarius Group LLC
Washington
$5.19M +$958K +3,888 +24%
PWS
1445
Peterson Wealth Services
Utah
$5.18M +$138K +560 +3%
PL
1446
Parkwood LLC
Ohio
$5.17M -$1.54M -6,262 -24%
RIG
1447
RiverFront Investment Group
Virginia
$5.16M +$278K +1,129 +6%
ALAM
1448
Asahi Life Asset Management
Japan
$5.15M -$3.22M -13,044 -40%
HAIM
1449
Hunter Associates Investment Management
Pennsylvania
$5.12M +$73K +296 +2%
FMN
1450
Financial Management Network
California
$5.11M -$26.9K -109 -0.6%