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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
NCGI
1601
Next Century Growth Investors
Minnesota
$4.12M +$324K +1,314 +9%
KCG
1602
Kinsale Capital Group
Virginia
$4.12M +$978K +3,968 +33%
WGCA
1603
Wolf Group Capital Advisors
Virginia
$4.12M +$162K +659 +4%
SCM
1604
Seascape Capital Management
New Hampshire
$4.12M +$36K +146 +0.9%
WKWM
1605
Walter & Keenan Wealth Management
Indiana
$4.12M +$40.4K +164 +1%
ICG
1606
InterOcean Capital Group
Tennessee
$4.12M -$454K -1,841 -10%
WP
1607
WealthSource Partners
California
$4.11M -$86.8K -352 -2%
ESB
1608
Essex Savings Bank
Connecticut
$4.09M +$226K +916 +6%
HIS
1609
Horizon Investment Services
Indiana
$4.07M +$95.6K +388 +3%
LS
1610
Leelyn Smith
Illinois
$4.07M +$52K +211 +1%
SSWM
1611
Strait & Sound Wealth Management
California
$4.07M +$3.45K +14 +0.1%
CIM
1612
Corbyn Investment Management
Maryland
$4.06M -$415K -1,683 -10%
PS
1613
Pensionfund Sabic
Netherlands
$4.06M
ISWM
1614
Independent Solutions Wealth Management
New York
$4.05M +$185K +751 +5%
PWMG
1615
Prestige Wealth Management Group
New Jersey
$4.04M +$245K +996 +7%
YCM
1616
Yost Capital Management
Texas
$4.04M -$3.57M -14,500 -48%
FFA
1617
Fairfield Financial Advisors
Massachusetts
$4.03M +$55.2K +224 +1%
CSC
1618
Caldwell Sutter Capital
California
$4.03M -$498K -2,020 -12%
HFM
1619
Hartford Financial Management
Connecticut
$4.02M -$56.7K -230 -1%
TPM
1620
Triasima Portfolio Management
Quebec, Canada
$4.01M +$868K +3,520 +30%
CAAS
1621
Capital Asset Advisory Services
Michigan
$4.01M -$152K -617 -4%
SCM
1622
Schnieders Capital Management
California
$4.01M -$24.9K -101 -0.7%
NAM
1623
NTV Asset Management
West Virginia
$4M -$123K -500 -3%
JFGIW
1624
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.99M -$11.8K -48 -0.3%
SIA
1625
SkyView Investment Advisors
New Jersey
$3.98M -$582K -2,361 -13%