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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
CPIA
2151
Cornell Pochily Investment Advisors
New York
$1.75M +$16.8K +68 +1%
KCIC
2152
Kuhn & Co Investment Counsel
Illinois
$1.75M +$1.65M +6,713 New
AL
2153
Aspiriant LLC
California
$1.74M +$38K +154 +2%
MFFIA
2154
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$1.74M
SHFA
2155
SC&H Financial Advisors
Maryland
$1.73M -$7.64K -31 -0.5%
NPA
2156
Nichols & Pratt Advisers
Massachusetts
$1.73M
NF
2157
Nvest Financial
New Hampshire
$1.73M +$269K +1,093 +20%
NGA
2158
Naples Global Advisors
Florida
$1.73M -$24.6K -100 -1%
IWA
2159
Invera Wealth Advisors
Oregon
$1.73M +$1.64M +6,643 New
PSB
2160
Piscataqua Savings Bank
New Hampshire
$1.73M -$9.37K -38 -0.6%
WI
2161
Wafra Inc
New York
$1.73M -$7.99M -32,405 -83%
CAM
2162
Covenant Asset Management
New Jersey
$1.73M
SQA
2163
Simon Quick Advisors
New Jersey
$1.72M -$38K -154 -2%
FMWA
2164
Forvis Mazars Wealth Advisors
Missouri
$1.72M +$52.3K +212 +3%
TWM
2165
TriaGen Wealth Management
California
$1.71M -$1.65M -6,703 -50%
RFM
2166
Royal Fund Management
Florida
$1.71M +$85.8K +348 +6%
CWP
2167
Concord Wealth Partners
Virginia
$1.71M +$302K +1,226 +23%
NFA
2168
Northern Financial Advisors
Michigan
$1.71M +$125K +507 +8%
PWW
2169
Pettyjohn Wood & White
Virginia
$1.71M -$8.87K -36 -0.5%
SFO
2170
Stokes Family Office
Louisiana
$1.7M -$2.87M -11,654 -64%
LJAC
2171
L.J. Altfest & Co
New York
$1.7M -$74.4K -302 -4%
AWE
2172
Avidian Wealth Enterprises
Texas
$1.7M +$69.5K +282 +5%
MSS
2173
Mitchell Sinkler & Starr
Pennsylvania
$1.69M +$405K +1,643 +34%
QPWM
2174
Quadrant Private Wealth Management
Pennsylvania
$1.69M +$86.3K +350 +6%
SFP
2175
Sandbox Financial Partners
Maryland
$1.68M -$3.45K -14 -0.2%