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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
OL
2351
Optas LLC
Texas
$1.3M -$46.6K -189 -4%
DWM
2352
Drive Wealth Management
Utah
$1.3M -$61.9K -251 -5%
QFA
2353
Quattro Financial Advisors
Texas
$1.3M -$1.17M -4,740 -95%
HFA
2354
Harbert Fund Advisors
Alabama
$1.3M +$1.23M +5,000 New
SAMC
2355
Spectrum Asset Management (California)
California
$1.3M
MWA
2356
Midland Wealth Advisors
Illinois
$1.3M +$1.23M +4,993 New
WE
2357
Wealth Effects
Massachusetts
$1.3M -$7.39K -30 -0.6%
ZF
2358
Zhang Financial
Michigan
$1.3M +$105K +427 +9%
LTI
2359
Laffer Tengler Investments
Tennessee
$1.3M +$142K +578 +13%
TNBTD
2360
Trustmark National Bank Trust Department
Mississippi
$1.29M +$62.9K +255 +5%
SWM
2361
Scissortail Wealth Management
Oklahoma
$1.29M +$698K +2,833 +151%
WWP
2362
WR Wealth Planners
Missouri
$1.28M +$202K +820 +20%
CCB
2363
Cutter & Co Brokerage
Missouri
$1.28M +$773K +3,136 +175%
EFG
2364
Ethos Financial Group
Pennsylvania
$1.28M +$71.2K +289 +6%
BWP
2365
BSW Wealth Partners
Colorado
$1.28M +$14.8K +60 +1%
FGI
2366
Foresight Global Investors
New York
$1.28M -$274K -1,111 -18%
BEAM
2367
Baker Ellis Asset Management
Washington
$1.28M -$37K -150 -3%
BIP
2368
Blueprint Investment Partners
North Carolina
$1.28M -$203K -824 -14%
EA
2369
Emerald Advisers
Pennsylvania
$1.28M -$275K -1,115 -18%
NAS
2370
Nicolet Advisory Services
Wisconsin
$1.28M -$71K -288 -6%
1WM
2371
1900 Wealth Management
Texas
$1.27M -$122K -494 -9%
EP
2372
Eudaimonia Partners
Tennessee
$1.27M -$619K -2,510 -34%
BAM
2373
Bosun Asset Management
Illinois
$1.27M +$45.6K +185 +4%
RPWA
2374
Regent Peak Wealth Advisors
Georgia
$1.27M -$19K -77 -2%
WCM
2375
Winthrop Capital Management
Indiana
$1.27M +$1.2M +4,864 New