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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
LOAMU
2276
Lombard Odier Asset Management (USA)
New York
$1.43M +$493K +2,000 +57%
CP
2277
Castleview Partners
Texas
$1.43M +$293K +1,188 +28%
PIM
2278
Profit Investment Management
Maryland
$1.43M -$45.6K -185 -3%
ICM
2279
Ionic Capital Management
New York
$1.43M +$1.35M +5,483 New
LCWP
2280
Legacy Capital Wealth Partners
Arkansas
$1.43M +$24.6K +100 +2%
SP
2281
Stablepoint Partners
Massachusetts
$1.42M +$1.35M +5,472 New
Koshinski Asset Management
2282
Koshinski Asset Management
Illinois
$1.42M -$1.02M -4,133 -43%
BFA
2283
Bill Few Associates
Pennsylvania
$1.42M
KIG
2284
Kowal Investment Group
Wisconsin
$1.42M +$28.6K +116 +2%
MCA
2285
MSH Capital Advisors
Arizona
$1.42M -$165K -670 -11%
ZF
2286
Zega Financial
Florida
$1.42M +$1.34M +5,436 New
KI
2287
Keystone Investors
Singapore
$1.41M -$402K -1,631 -23%
FNWM
2288
Financial Network Wealth Management
Utah
$1.41M -$58.2K -236 -4%
BFO
2289
Biltmore Family Office
North Carolina
$1.41M +$21K +85 +2%
FIC
2290
FCG Investment Company
Tennessee
$1.41M +$1.33M +5,413 New
BAM
2291
Berkshire Asset Management
Pennsylvania
$1.41M +$1.48K +6 +0.1%
SFI
2292
SPC Financial Inc
Maryland
$1.4M +$64.8K +263 +5%
CWM
2293
Centurion Wealth Management
Virginia
$1.4M -$6.9K -28 -0.5%
BPGAM
2294
BTG Pactual Global Asset Management
Bermuda
$1.39M +$60.1K +244 +5%
CFIA
2295
Cantor Fitzgerald Investment Advisors
New York
$1.39M +$1.32M +5,351 New
PWMG
2296
Provence Wealth Management Group
California
$1.39M +$172K +697 +15%
WA
2297
WBH Advisory
Maryland
$1.39M -$13.8K -56 -1%
MCA
2298
Millennium Capital Advisors
Arkansas
$1.39M +$2.46K +10 +0.2%
TIA
2299
Tiemann Investment Advisors
California
$1.39M -$49.3K -200 -4%
AC
2300
Allstate Corporation
Illinois
$1.39M -$58.4K -237 -4%