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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
TPWM
2301
Twelve Points Wealth Management
Massachusetts
$1.39M +$4.44K +18 +0.3%
TNA
2302
True North Advisors
Texas
$1.39M -$28.6K -116 -2%
PWAM
2303
Pinnacle West Asset Management
Wyoming
$1.39M +$59.2K +240 +5%
IP
2304
Investment Partners
Ohio
$1.38M -$39.7K -161 -3%
BMC
2305
Beaton Management Company
Massachusetts
$1.38M -$6.16K -25 -0.5%
UFF
2306
USA Financial Formulas
Michigan
$1.38M +$1.3M +5,282 +27,800%
PWSG
2307
Pacific Wealth Strategies Group
California
$1.38M -$11.3K -46 -0.9%
Parnassus Investments
2308
Parnassus Investments
California
$1.37M +$184K +745 +16%
LGA
2309
Lebenthal Global Advisors
New York
$1.37M +$210K +850 +19%
TA
2310
TCM Advisors
West Virginia
$1.37M
TF
2311
TLWM Financial
Texas
$1.37M +$3.45K +14 +0.3%
NDSI
2312
Newman Dignan & Sheerar Inc
Rhode Island
$1.37M +$29.3K +119 +2%
EGM
2313
Engineers Gate Manager
New York
$1.37M -$6.32M -25,656 -83%
LAM
2314
L2 Asset Management
Massachusetts
$1.36M +$1.21M +4,890 +1,409%
DAM
2315
Delta Asset Management
Tennessee
$1.36M -$11.6K -47 -0.9%
ARC
2316
Advisor Resource Council
Texas
$1.35M +$760K +3,084 +146%
DF
2317
Donoghue Forlines
Massachusetts
$1.35M -$51K -207 -4%
TC
2318
Trust Company
Kansas
$1.35M -$92.7K -376 -7%
CA
2319
Cambridge Advisors
Nebraska
$1.35M +$246 +1 +0%
RC
2320
RBO & Co
California
$1.35M
GA
2321
GFS Advisors
Texas
$1.35M +$440K +1,787 +53%
EFL
2322
ERn Financial LLC
Wisconsin
$1.35M +$46.8K +190 +4%
CP
2323
Canopy Partners
Ohio
$1.35M +$1.27M +5,171 New
FCB
2324
First County Bank
Connecticut
$1.35M +$5.42K +22 +0.4%
MCM
2325
Mainstay Capital Management
Michigan
$1.35M +$171K +695 +16%