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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
GI
1476
GAMMA Investing
California
$4.95M +$4.47M +18,117 New
KM
1477
KP Management
Minnesota
$4.95M +$4.68M +19,000 New
LSAG
1478
Lake Street Advisors Group
New Hampshire
$4.94M -$23.4K -95 -0.5%
LA
1479
LVW Advisors
New York
$4.92M -$315K -1,276 -6%
CL
1480
Choreo LLC
Illinois
$4.92M -$198K -803 -4%
CAM
1481
Clio Asset Management
Virginia
$4.92M +$4.65M +18,881 New
HDIM
1482
Hanson & Doremus Investment Management
Vermont
$4.9M +$290K +1,177 +7%
TCOK
1483
Trust Company of Kansas
Kansas
$4.89M +$1.28M +5,194 +38%
BCFS
1484
Butensky & Cohen Financial Security
Florida
$4.89M +$1.23K +5 +0%
TAM
1485
Trust Asset Management
Texas
$4.89M
BIM
1486
Baldwin Investment Management
Pennsylvania
$4.88M +$3.7K +15 +0.1%
ACM
1487
Aljian Capital Management
Nevada
$4.87M -$57.9K -235 -1%
SWM
1488
SeaCrest Wealth Management
New York
$4.87M +$257K +1,043 +6%
WEG
1489
World Equity Group
Illinois
$4.84M -$365K -1,480 -7%
QI
1490
Qtron Investments
Massachusetts
$4.84M +$181K +735 +4%
HAS
1491
HBW Advisory Services
California
$4.84M -$113K -458 -2%
MADR
1492
Milestones Administradora de Recursos
Brazil
$4.83M +$2.58M +10,450 +129%
LMKC
1493
L.M. Kohn & Company
Ohio
$4.83M -$39.9K -162 -0.9%
CWM
1494
Centric Wealth Management
Illinois
$4.82M +$172K +699 +4%
LSA
1495
Leonteq Securities AG
Switzerland
$4.79M +$3.08M +12,512 +213%
MLIC
1496
Mandatum Life Insurance Company
Finland
$4.78M
SW
1497
StrongBox Wealth
Missouri
$4.77M +$185K +749 +4%
TVWM
1498
Tower View Wealth Management
Wisconsin
$4.76M +$15.5K +63 +0.3%
ST
1499
Sabal Trust
Florida
$4.76M +$943K +3,827 +26%
BKA
1500
Brick & Kyle Associates
Pennsylvania
$4.75M -$1.23K -5 -0%