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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
SEEDPG
1551
S.E.E.D. Planning Group
New York
$4.46M +$68.3K +277 +2%
BG
1552
Bollard Group
Massachusetts
$4.45M +$737K +2,991 +21%
CI
1553
Cigna Investments
Connecticut
$4.44M -$74.4K -302 -2%
SPC
1554
Sigma Planning Corp
Michigan
$4.41M -$6.3M -25,580 -60%
AIM
1555
Aigen Investment Management
New York
$4.41M +$3.2M +12,974 +328%
RGI
1556
River Global Investors
United Kingdom
$4.4M +$4.17M +16,900 New
QCG
1557
Quadrant Capital Group
Ohio
$4.4M +$27.1K +110 +0.7%
AFC
1558
AFT Forsyth & Company
Florida
$4.39M +$6.16K +25 +0.1%
OLA
1559
Oliver Luxxe Assets
New Jersey
$4.38M
UAM
1560
Unison Asset Management
Florida
$4.37M
KTM
1561
Keeler Thomas Management
Utah
$4.37M +$198K +803 +5%
OAM
1562
Oak Asset Management
California
$4.37M -$22.2K -90 -0.5%
ACP
1563
Aviance Capital Partners
Florida
$4.36M -$40.9K -166 -1%
RFA
1564
ROI Financial Advisors
Oregon
$4.35M +$4.12M +16,725 New
WIS
1565
Wright Investors Service
Connecticut
$4.34M +$174K +707 +4%
STA
1566
Summit Trail Advisors
New York
$4.34M -$121K -490 -3%
HIP
1567
Harrell Investment Partners
Texas
$4.31M +$99.6K +404 +2%
AWAU
1568
Alliance Wealth Advisors (Utah)
Utah
$4.31M +$36.2K +147 +0.9%
GWM
1569
Graybill Wealth Management
Illinois
$4.3M -$9.61K -39 -0.2%
SFS
1570
Strategic Financial Services
New York
$4.28M -$67.8K -275 -2%
HBT
1571
Hills Bank & Trust
Iowa
$4.28M -$2.22K -9 -0.1%
CDH
1572
Charles D. Hyman
$4.27M +$3.94K +16 +0.1%
LFG
1573
Larson Financial Group
Missouri
$4.26M +$710K +2,881 +21%
CCG
1574
Cloverfields Capital Group
Minnesota
$4.25M +$134K +542 +3%
ACM
1575
Accent Capital Management
Ohio
$4.25M +$4.03M +16,334 New