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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
FIM
1576
Fernwood Investment Management
Massachusetts
$4.25M +$246 +1 +0%
SFG
1577
Sowa Financial Group
Rhode Island
$4.25M -$38.5K -156 -0.9%
IIA
1578
ICW Investment Advisors
Arizona
$4.25M +$9.37K +38 +0.2%
AAS
1579
Ameritas Advisory Services
Nebraska
$4.24M -$878K -3,561 -18%
MCCP
1580
Mission Creek Capital Partners
California
$4.24M -$87K -353 -2%
WR
1581
WD Rutherford
Oregon
$4.23M -$34.5K -140 -0.9%
EHC
1582
Everett Harris & Co
California
$4.23M -$246 -1 -0%
PP
1583
Pegasus Partners
Wisconsin
$4.22M +$159K +647 +4%
BFA
1584
Buttonwood Financial Advisors
Maryland
$4.21M -$103K -418 -3%
RA
1585
RiverPark Advisors
New York
$4.21M +$48.3K +196 +1%
SLWA
1586
San Luis Wealth Advisors
California
$4.21M +$597K +2,422 +18%
MG
1587
Marex Group
$4.19M +$3.97M +16,104 New
AWM
1588
Accurate Wealth Management
Florida
$4.19M -$217K -882 -5%
CB
1589
Cadence Bank
Mississippi
$4.19M -$17.5K -71 -0.4%
CWM
1590
Connecticut Wealth Management
Connecticut
$4.19M +$1.39M +5,635 +54%
NIMI
1591
Natixis Investment Managers International
France
$4.18M -$17.3K -70 -0.4%
ETCM
1592
Evolutionary Tree Capital Management
Virginia
$4.17M +$58.4K +237 +2%
CAM
1593
Centre Asset Management
New York
$4.17M -$518K -2,100 -12%
ANTB
1594
AMG National Trust Bank
Colorado
$4.17M +$75.2K +305 +2%
CCA
1595
Checchi Capital Advisers
California
$4.16M +$52K +211 +1%
FAP
1596
Financial Advisory Partners
Florida
$4.16M -$368K -1,495 -9%
MCM
1597
MV Capital Management
Maryland
$4.15M +$53.2K +216 +1%
GL
1598
Graypoint LLC
New York
$4.14M +$393K +1,593 +11%
VIA
1599
Vickerman Investment Advisors
Washington
$4.14M +$873K +3,541 +29%
RCA
1600
Resonant Capital Advisors
Wisconsin
$4.13M -$348K -1,413 -8%