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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
FA
2326
Fountainhead AM
New Jersey
$1.34M +$88.5K +359 +7%
SF
2327
Slagle Financial
Illinois
$1.34M +$1.22M +4,959 +93%
NFG
2328
Northeast Financial Group
Pennsylvania
$1.34M -$487K -1,977 -28%
TI
2329
Truepoint Inc
Ohio
$1.34M +$475K +1,926 +60%
HG
2330
Herbst Group
Connecticut
$1.34M
SOS
2331
Silver Oak Securities
Tennessee
$1.34M +$339K +1,374 +36%
AF
2332
Advisornet Financial
Minnesota
$1.34M +$32.5K +132 +3%
MCWS
2333
McKinley Carter Wealth Services
West Virginia
$1.33M +$15.5K +63 +1%
MCA
2334
Magnolia Capital Advisors
Mississippi
$1.33M +$307K +1,244 +35%
WHC
2335
Wulff, Hansen & Co
California
$1.33M +$308K +1,250 +32%
CIM
2336
Caldwell Investment Management
Ontario, Canada
$1.33M
TWA
2337
TCI Wealth Advisors
Arizona
$1.33M +$9.86K +40 +0.8%
AC
2338
AXQ Capital
New Jersey
$1.33M
VA
2339
Valmark Advisers
Ohio
$1.32M +$501K +2,032 +67%
SIM
2340
Sterling Investment Management
Arizona
$1.32M +$15.5K +63 +1%
IWN
2341
Independent Wealth Network
Iowa
$1.32M +$171K +695 +16%
KIG
2342
Kennedy Investment Group
New Jersey
$1.32M -$39.4K -160 -3%
TF
2343
Trek Financial
Arizona
$1.32M -$95.6K -388 -7%
AB
2344
Atlas Brown
Kentucky
$1.31M +$246 +1 +0%
SI
2345
Symmetry Investments
Jersey
$1.31M +$1.24M +5,035 New
APW
2346
Austin Private Wealth
Texas
$1.31M +$130K +526 +12%
JWM
2347
Jessup Wealth Management
Ohio
$1.31M -$259K -1,051 -17%
BFIC
2348
Bedell Frazier Investment Counselling
California
$1.31M -$10.6K -43 -0.9%
FCFC
2349
First Commonwealth Financial Corp
Pennsylvania
$1.31M -$188K -761 -13%
AIM
2350
Alhambra Investment Management
Florida
$1.3M +$15.3K +62 +1%