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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
GAB
2201
German American Bancorp
Indiana
$1.6M -$1.48K -6 -0.1%
CA
2202
Claro Advisors
Massachusetts
$1.59M +$120K +487 +9%
MCM
2203
Monument Capital Management
Virginia
$1.59M +$62.1K +252 +4%
ZIG
2204
Zuckerman Investment Group
Illinois
$1.59M +$733K +2,975 +95%
MIM
2205
Moseley Investment Management
Florida
$1.59M +$102K +414 +7%
OA
2206
Operose Advisors
Wisconsin
$1.59M -$4.93K -20 -0.3%
HAI
2207
Hennessy Advisors Inc
California
$1.59M -$222K -900 -13%
GFPC
2208
Global Financial Private Client
Florida
$1.59M +$301K +1,223 +25%
OFS
2209
Orrstown Financial Services
Pennsylvania
$1.58M +$1.5M +6,086 New
TSW
2210
Three Seasons Wealth
Utah
$1.58M -$79.9K -324 -5%
NRD
2211
Nebula Research & Development
New York
$1.57M +$1.49M +6,049 New
AGWCA
2212
Annis Gardner Whiting Capital Advisors
Florida
$1.57M +$401K +1,625 +37%
OWA
2213
Opal Wealth Advisors
New York
$1.57M +$23.2K +94 +2%
TIA
2214
Traphagen Investment Advisors
New Jersey
$1.56M +$56.2K +228 +4%
VBCG
2215
Valley Brook Capital Group
Pennsylvania
$1.56M +$1.97K +8 +0.1%
EWA
2216
Etesian Wealth Advisors
Oregon
$1.56M -$29.6K -120 -2%
FC
2217
Fulcrum Capital
Washington
$1.56M -$17.7K -72 -1%
MW
2218
Maia Wealth
Colorado
$1.56M +$1.47M +5,974 New
CM
2219
Caption Management
Oklahoma
$1.55M +$1.47M +5,960 New
IIC
2220
Ironwood Investment Counsel
Arizona
$1.55M +$986 +4 +0.1%
CP
2221
Covenant Partners
Tennessee
$1.55M -$8.38K -34 -0.6%
PSP
2222
Principal Street Partners
Tennessee
$1.54M -$27.1K -110 -2%
WP
2223
Westmount Partners
California
$1.54M -$33.3K -135 -2%
AI
2224
Accredited Investors
Minnesota
$1.54M +$3.7K +15 +0.3%
MMPW
2225
Mitchell McLeod Pugh & Williams
Alabama
$1.54M