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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
AMCA
2126
Arthur M. Cohen & Associates
Illinois
$1.82M +$202K +819 +13%
JIC
2127
Joel Isaacson & Co
New York
$1.81M +$57.2K +232 +3%
TWM
2128
Tolleson Wealth Management
Texas
$1.81M -$762K -3,093 -31%
WAAG
2129
Wealth Alliance Advisory Group
Kansas
$1.81M +$109K +444 +7%
BOC
2130
Barbara Oil Co
Illinois
$1.81M
CW
2131
Channel Wealth
California
$1.81M +$440K +1,786 +35%
MA
2132
MONECO Advisors
Connecticut
$1.81M +$274K +1,111 +19%
VCM
2133
Virtue Capital Management
Tennessee
$1.8M -$210K -850 -11%
A
2134
AlphaQuest
New York
$1.8M +$1.7M +6,913 New
GPFA
2135
Game Plan Financial Advisors
Ohio
$1.8M +$1.7M +6,907 New
SIA
2136
Schear Investment Advisers
Ohio
$1.79M +$986 +4 +0.1%
HWMA
2137
Heritage Wealth Management (Arizona)
Arizona
$1.79M +$1.7M +6,879 New
SAM
2138
Synergy Asset Management
Washington
$1.79M +$414K +1,679 +32%
AIM
2139
Aspen Investment Management
Michigan
$1.79M +$27.9K +113 +2%
FTWA
2140
Fifth Third Wealth Advisors
Ohio
$1.78M +$301K +1,223 +22%
GPA
2141
Guerra Pan Advisors
New Jersey
$1.78M +$121K +492 +8%
AWG
2142
Altus Wealth Group
Colorado
$1.78M +$1.23K +5 +0.1%
QC
2143
Quent Capital
New York
$1.78M +$98.8K +401 +6%
MS
2144
Maven Securities
Jersey
$1.77M +$639K +2,592 +61%
IFS
2145
Intelligent Financial Strategies
Minnesota
$1.77M -$2.46K -10 -0.1%
MFC
2146
Mechanics Financial Corp
Ohio
$1.76M +$28.3K +115 +2%
BLAM
2147
Bourne Lent Asset Management
New York
$1.76M
EFSCE
2148
Enterprise Financial Services Corp (EFSC)
Missouri
$1.76M +$124K +505 +8%
PMSA
2149
Patrick M. Sweeney & Associates
Illinois
$1.75M +$1.66M +6,728 New
LA
2150
Lynch & Associates
Indiana
$1.75M +$228K +926 +16%