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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
MW
2176
MBL Wealth
North Carolina
$1.68M -$301K -1,223 -16%
EFMC
2177
Empire Financial Management Company
New York
$1.67M
OWMIAS
2178
One Wealth Management Investment & Advisory Services
Florida
$1.67M +$1.58M +6,399 New
PCG
2179
PFC Capital Group
California
$1.66M +$1.57M +6,385 New
KFS
2180
Kurt F. Somerville
$1.66M -$30.8K -125 -2%
AGP
2181
Autumn Glory Partners
Texas
$1.66M +$36K +146 +2%
LI
2182
Lafayette Investments
Maryland
$1.66M +$16.8K +68 +1%
TPWA
2183
TRUE Private Wealth Advisors
Oregon
$1.66M -$44.1K -179 -3%
OFS
2184
OneAscent Financial Services
Alabama
$1.65M +$469K +1,903 +43%
WCA
2185
Waypoint Capital Advisors
Minnesota
$1.65M -$4.19K -17 -0.3%
DC
2186
Dantai Capital
Hong Kong
$1.65M +$648K +2,630 +71%
SIG
2187
Sky Investment Group
Connecticut
$1.64M +$1.23K +5 +0.1%
PL
2188
Perpetual Ltd
Australia
$1.64M -$506K -2,052 -25%
GAG
2189
Goodman Advisory Group
Massachusetts
$1.63M +$967K +3,922 +167%
DBIA
2190
Dumont & Blake Investment Advisors
New Jersey
$1.63M -$43.1K -175 -3%
OWA
2191
Octavia Wealth Advisors
Ohio
$1.63M -$1.23K -5 -0.1%
RB
2192
Renasant Bank
Mississippi
$1.62M -$48.3K -196 -3%
DCM
2193
Davis Capital Management
Florida
$1.62M +$1.54M +6,231 New
FIM
2194
Freedom Investment Management
Connecticut
$1.62M +$84.8K +344 +6%
BBNA
2195
Bremer Bank National Association
Minnesota
$1.62M -$41.9K -170 -3%
DFG
2196
Delta Financial Group
New Jersey
$1.62M -$37.5K -152 -2%
FCAS
2197
First Command Advisory Services
Texas
$1.62M -$246 -1 -0%
MWM
2198
MGB Wealth Management
Texas
$1.61M +$1.52M +6,184 New
RCM
2199
Riverpark Capital Management
New York
$1.61M
UBV
2200
United Bank (Virginia)
Virginia
$1.6M