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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
MYIA
1676
Mount Yale Investment Advisors
Colorado
$3.66M -$73.2K -297 -2%
SFS
1677
Stiles Financial Services
Minnesota
$3.66M -$3.94K -16 -0.1%
TW
1678
Transform Wealth
Colorado
$3.66M +$21.4K +87 +0.6%
BPCA
1679
Bank Pictet & Cie (Asia)
Singapore
$3.65M -$579K -2,348 -14%
NHT
1680
New Hampshire Trust
New Hampshire
$3.64M +$10.6K +43 +0.3%
IFWM
1681
Institute for Wealth Management
Colorado
$3.63M -$5.67K -23 -0.2%
NC
1682
Northcape Capital
Australia
$3.63M -$398K -1,613 -10%
WPC
1683
Wedmont Private Capital
Pennsylvania
$3.62M +$411K +1,669 +14%
PCG
1684
Prosperity Consulting Group
Maryland
$3.61M +$277K +1,125 +9%
BCM
1685
Buckhead Capital Management
Georgia
$3.6M +$26.6K +108 +0.8%
RF
1686
Robbins Farley
New Hampshire
$3.6M -$220K -892 -6%
LHC
1687
Little House Capital
Massachusetts
$3.59M +$161K +652 +5%
FMTCOCP
1688
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.57M -$144K -584 -4%
RBA
1689
Richard Bernstein Advisors
New York
$3.55M +$1.97K +8 +0.1%
SC
1690
Solstein Capital
California
$3.55M +$493 +2 +0%
PCMC
1691
Private Capital Management (Colorado)
Colorado
$3.55M -$51.3K -208 -2%
AWM
1692
Aries Wealth Management
Maine
$3.55M -$37K -150 -1%
QWM
1693
Quadcap Wealth Management
Texas
$3.55M +$3.36M +13,628 New
1SB
1694
1ST Source Bank
Indiana
$3.55M -$24.9K -101 -0.7%
KFP
1695
KMG Fiduciary Partners
Ohio
$3.54M +$129K +523 +4%
PBT
1696
Pictet Bank & Trust
Bahamas
$3.54M -$550K -2,230 -14%
SACTSONJ
1697
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.54M -$419K -1,700 -11%
ILI
1698
Invesco LLC (Illinois)
Illinois
$3.53M -$18.2K -74 -0.5%
RIM
1699
Redwood Investment Management
Arizona
$3.53M -$1.24M -5,048 -27%
CCA
1700
Catalyst Capital Advisors
New York
$3.49M +$285K +1,155 +9%