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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
BRCM
1501
Bright Rock Capital Management
Massachusetts
$4.75M +$3.27M +13,250 +265%
CCFP
1502
Charles Carroll Financial Partners
Massachusetts
$4.75M +$98.6K +400 +2%
ACM
1503
Alpha Capital Management
Texas
$4.74M -$114K -462 -2%
IAIM
1504
International Assets Investment Management
Florida
$4.74M -$2.18M -8,845 -33%
SAS
1505
Stelac Advisory Services
New York
$4.74M +$3.81M +15,441 +560%
WG
1506
Watchman Group
Texas
$4.73M +$32.3K +131 +0.7%
MHS
1507
M Holdings Securities
Oregon
$4.72M +$788K +3,197 +21%
SIAG
1508
Signet Investment Advisory Group
Rhode Island
$4.71M +$22.2K +90 +0.5%
PVH
1509
Psagot Value Holdings
Israel
$4.7M -$116K -470 -3%
ISB
1510
Iowa State Bank
Iowa
$4.7M -$8.38K -34 -0.2%
LMIM
1511
Lockheed Martin Investment Management
Maryland
$4.7M
FWM
1512
Fairhaven Wealth Management
Illinois
$4.68M -$22.4K -91 -0.5%
CT
1513
Chicago Trust
Illinois
$4.68M -$356K -1,444 -7%
CCG
1514
Ceeto Capital Group
Florida
$4.67M +$24.6K +100 +0.6%
WBC
1515
West Branch Capital
Massachusetts
$4.65M +$208K +843 +5%
CCM
1516
Cox Capital Management
Massachusetts
$4.64M -$84.3K -342 -2%
CCM
1517
Canal Capital Management
Virginia
$4.64M +$521K +2,114 +13%
DPIM
1518
Duff & Phelps Investment Management
Illinois
$4.64M +$12.3K +50 +0.3%
AG
1519
AlTi Global
New York
$4.63M +$4.39M +17,799 New
JIP
1520
Jaffetilchin Investment Partners
Florida
$4.63M +$100K +407 +2%
CA
1521
Cornerstone Advisory
Maryland
$4.61M +$86K +349 +2%
JWCA
1522
J.W. Cole Advisors
Florida
$4.6M +$582K +2,362 +15%
PA
1523
Prossimo Advisors
California
$4.6M +$7.39K +30 +0.2%
ECU
1524
Eisler Capital (UK)
United Kingdom
$4.59M -$23.9M -97,121 -85%
CWS
1525
Confluence Wealth Services
Pennsylvania
$4.59M +$141K +571 +3%