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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
TPI
1626
Trust Point Inc
Wisconsin
$3.98M +$3.76M +15,273 New
IUHSA
1627
Itau Unibanco Holding S.A.
Brazil
$3.97M -$964K -3,912 -20%
WAC
1628
William Allan Corp
Colorado
$3.97M -$19.5K -79 -0.5%
DGAM
1629
Desjardins Global Asset Management
Quebec, Canada
$3.96M +$246K +999 +7%
DA
1630
Doliver Advisors
Texas
$3.96M -$14K -57 -0.4%
SFM
1631
Signet Financial Management
New Jersey
$3.94M -$57.9K -235 -2%
FCP
1632
Fidelis Capital Partners
Florida
$3.94M +$1.03M +4,181 +38%
FSC
1633
Full Sail Capital
Oklahoma
$3.93M +$24.2K +98 +0.7%
OM
1634
OV Management
Minnesota
$3.93M +$3.72M +15,108 New
WCM
1635
Wunderlich Capital Managemnt
Tennessee
$3.93M -$160K -651 -4%
ST
1636
Smithfield Trust
Pennsylvania
$3.92M -$31.5K -128 -0.8%
VFM
1637
Viking Fund Management
North Dakota
$3.91M
KF
1638
Krilogy Financial
Missouri
$3.9M -$228K -924 -6%
AFP
1639
Ausdal Financial Partners
Iowa
$3.9M +$19.7K +80 +0.5%
KC
1640
Kingfisher Capital
North Carolina
$3.9M -$32.3K -131 -0.9%
WPC
1641
White Pine Capital
Minnesota
$3.89M -$388K -1,576 -10%
CCIA
1642
Cherry Creek Investment Advisors
Colorado
$3.88M -$9.12K -37 -0.2%
RFN
1643
RDA Financial Network
Iowa
$3.88M +$291K +1,179 +9%
CCB
1644
Country Club Bank
Missouri
$3.87M +$39.2K +159 +1%
BHA
1645
Beech Hill Advisors
New York
$3.87M -$113K -457 -3%
VWM
1646
Vivid Wealth Management
Iowa
$3.87M +$3.66M +14,867 New
JCM
1647
Jag Capital Management
Missouri
$3.86M -$216K -876 -6%
CICI
1648
Capital Investment Counsel Inc
North Carolina
$3.82M -$24.6K -100 -0.7%
TCOT
1649
Trust Company of Toledo
Ohio
$3.81M +$443K +1,799 +14%
LBWM
1650
Left Brain Wealth Management
Illinois
$3.81M +$44.1K +179 +1%