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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
GP
1526
Greenline Partners
New York
$4.58M
ECM
1527
Exchange Capital Management
Michigan
$4.58M -$470K -1,907 -10%
NB
1528
NBT Bank
New York
$4.58M +$69.5K +282 +2%
NC
1529
NBW Capital
Massachusetts
$4.57M -$53.7K -218 -1%
AGM
1530
Aragon Global Management
Florida
$4.57M +$4.33M +17,550 New
FLI
1531
Family Legacy Inc
South Carolina
$4.56M -$4.19K -17 -0.1%
RCWM
1532
Royal Capital Wealth Management
Indiana
$4.55M +$6.9K +28 +0.2%
JAG
1533
Journey Advisory Group
Kentucky
$4.54M -$54K -219 -1%
STAS
1534
Strong Tower Advisory Services
Minnesota
$4.54M +$49.8K +202 +1%
WA
1535
Wambolt & Associates
Colorado
$4.53M +$350K +1,421 +9%
MAS
1536
Meeder Advisory Services
Ohio
$4.52M +$149K +603 +4%
GFA
1537
Gifford Fong Associates
California
$4.52M
HCM
1538
Highview Capital Management
Illinois
$4.52M +$29.6K +120 +0.7%
PFS
1539
Physicians Financial Services
North Carolina
$4.52M -$129K -525 -3%
VWM
1540
Venturi Wealth Management
Texas
$4.51M +$19.7K +80 +0.5%
FCM
1541
Fairbanks Capital Management
California
$4.51M +$196K +796 +5%
UOTTAIMCU
1542
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$4.5M +$4.12M +16,700 +2,793%
PT
1543
Plimoth Trust
Massachusetts
$4.5M +$53.5K +217 +1%
HB
1544
HTLF Bank
Colorado
$4.49M +$4.25M +17,252 New
CFS
1545
CRA Financial Services
New Jersey
$4.49M -$2.22K -9 -0.1%
EAM
1546
EdenTree Asset Management
United Kingdom
$4.48M +$1.33M +5,413 +46%
ECAM
1547
East Coast Asset Management
Massachusetts
$4.48M +$1.48K +6 +0%
CC
1548
Codex Capital
New York
$4.48M
BB
1549
Busey Bank
Illinois
$4.48M -$87.5K -355 -2%
FMB
1550
Field & Main Bank
Kentucky
$4.47M +$49.3K +200 +1%