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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
NPT
2251
National Philanthropic Trust
Pennsylvania
$1.47M +$1.39M +5,649 New
GEM
2252
Global Endowment Management
North Carolina
$1.47M +$205K +830 +17%
AIC
2253
Archer Investment Corporation
Indiana
$1.47M -$23.9K -97 -2%
PIA
2254
Perennial Investment Advisors
California
$1.47M -$49.3K -200 -3%
GC
2255
Gilbert & Cook
Iowa
$1.47M +$38.9K +158 +3%
SAF
2256
Smith Anglin Financial
Texas
$1.46M -$986 -4 -0.1%
B
2257
Barings
North Carolina
$1.46M -$17K -69 -1%
SAM
2258
Summit Asset Management
Tennessee
$1.46M +$246 +1 +0%
MCM
2259
Manchester Capital Management
Vermont
$1.46M +$101K +408 +8%
CIA
2260
Cape Investment Advisory
Georgia
$1.46M +$34.3K +139 +3%
WKSWA
2261
White Knight Strategic Wealth Advisors
New Jersey
$1.46M -$7.39K -30 -0.5%
ATC
2262
Adirondack Trust Company
New York
$1.46M -$37.2K -151 -3%
CCM
2263
Conway Capital Management
California
$1.46M
LCM
2264
Leisure Capital Management
California
$1.45M -$236K -959 -15%
LA
2265
Lindenwold Advisors
Pennsylvania
$1.45M -$2.46K -10 -0.2%
GIM
2266
Gold Investment Management
Alberta, Canada
$1.45M +$1.37M +5,572 New
CAMV
2267
Concord Asset Management (Virginia)
Virginia
$1.45M +$516K +2,095 +60%
HCM
2268
Hodges Capital Management
Texas
$1.45M +$299K +1,213 +28%
WIC
2269
Woodmont Investment Counsel
Tennessee
$1.45M +$70.7K +287 +5%
AIA
2270
Alera Investment Advisors
Illinois
$1.45M -$4.68K -19 -0.3%
PBK
2271
Peoples Bank (Kansas)
Kansas
$1.44M -$73K -296 -5%
KA
2272
Kovack Advisors
Florida
$1.44M +$61.4K +249 +5%
MFG
2273
Monte Financial Group
Connecticut
$1.43M -$12.6K -51 -0.9%
MFG
2274
Menard Financial Group
Texas
$1.43M +$34.5K +140 +3%
MFG
2275
Monumental Financial Group
Maryland
$1.43M -$27.6K -112 -2%