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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
CSA
1451
Cottage Street Advisors
Massachusetts
$5.11M -$12.8K -52 -0.3%
FNBOMD
1452
First National Bank of Mount Dora
Florida
$5.1M -$67.3K -273 -1%
TAMH
1453
Taikang Asset Management (HK)
Hong Kong
$5.1M -$1.14M -4,631 -19%
CAC
1454
Core Alternative Capital
Georgia
$5.1M -$144K -586 -3%
FHA
1455
First Horizon Advisors
Tennessee
$5.08M +$40.4K +164 +0.8%
SI
1456
Shaker Investments
Ohio
$5.08M -$5.67K -23 -0.1%
RMCM
1457
Reynders McVeigh Capital Management
Massachusetts
$5.08M -$89.7K -364 -2%
WIA
1458
World Investment Advisors
California
$5.07M +$4.33M +17,587 +923%
AMBIA
1459
Allen Mooney & Barnes Investment Advisors
Georgia
$5.07M +$364K +1,478 +8%
LSPW
1460
Lake Street Private Wealth
Illinois
$5.07M +$670K +2,719 +16%
TSW
1461
Thompson Siegel & Walmsley
Virginia
$5.07M -$1.32M -5,351 -22%
SBIA
1462
Sheaff Brock Investment Advisors
Indiana
$5.06M -$1.23K -5 -0%
HI
1463
Harbour Investments
Wisconsin
$5.05M +$1.27M +5,170 +36%
Empower Advisory Group
1464
Empower Advisory Group
Colorado
$5.05M +$88.5K +359 +2%
WPW
1465
Waldron Private Wealth
Pennsylvania
$5.04M -$986 -4 -0%
HWM
1466
Hohimer Wealth Management
Washington
$5.03M +$56K +227 +1%
KWM
1467
Keebeck Wealth Management
Illinois
$5.02M -$48.6K -197 -1%
RWM
1468
Rockline Wealth Management
New York
$5.02M +$4.75M +19,286 New
SGA
1469
Strategic Global Advisors
California
$5.01M -$3.31M -13,410 -41%
RAM
1470
Redmond Asset Management
Virginia
$5.01M -$265K -1,076 -5%
BST
1471
Bath Savings Trust
Maine
$5.01M +$97.9K +397 +2%
DI
1472
Diligent Investors
California
$4.99M -$123K -498 -3%
IRAG
1473
Investment Research & Advisory Group
Georgia
$4.98M
CSPIA
1474
Cary Street Partners Investment Advisory
Virginia
$4.96M +$1.24M +5,047 +36%
BEC
1475
Blue Edge Capital
Virginia
$4.96M -$107K -436 -2%