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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
BONH
2376
Bank of New Hampshire
New Hampshire
$1.27M
LOIP
2377
Live Oak Investment Partners
Texas
$1.26M
PFA
2378
Pure Financial Advisors
California
$1.26M +$95.6K +388 +9%
TIA
2379
Trust Investment Advisors
Indiana
$1.26M -$17.3K -70 -1%
JCM
2380
Jacobsen Capital Management
Utah
$1.26M -$158K -642 -12%
1WM
2381
1858 Wealth Management
Ohio
$1.26M +$1.19M +4,821 New
KCM
2382
Knoll Capital Management
Florida
$1.25M
IIM
2383
Intact Investment Management
Quebec, Canada
$1.25M
CSIC
2384
Clifford Swan Investment Counsel
California
$1.25M -$42.6K -173 -3%
PIM
2385
Plato Investment Management
Australia
$1.25M +$1.18M +4,786 New
AWM
2386
Aviso Wealth Management
Washington
$1.25M +$1.18M +4,786 New
WRPWM
2387
Werba Rubin Papier Wealth Management
California
$1.24M +$200K +810 +20%
FNBOH
2388
First National Bank of Hutchinson
Kansas
$1.24M -$8.63K -35 -0.7%
GWS
2389
Glassman Wealth Services
Virginia
$1.24M -$6.66K -27 -0.6%
WCWM
2390
Willow Creek Wealth Management
California
$1.24M +$100K +406 +9%
WLPWM
2391
Walled Lake Planning & Wealth Management
Illinois
$1.24M +$1.48K +6 +0.1%
RBFC
2392
Roman Butler Fullerton & Co
Missouri
$1.24M -$15.5K -63 -1%
BAAM
2393
Baker Avenue Asset Management
California
$1.24M +$90K +365 +8%
EFH
2394
Eaton Financial Holdings
Florida
$1.24M -$59.4K -241 -5%
AFS
2395
Aft Forsyth & Sober
Florida
$1.24M
ECA
2396
Elevated Capital Advisors
Utah
$1.23M +$39.7K +161 +4%
APA
2397
Astoria Portfolio Advisors
New York
$1.23M +$121K +490 +12%
SJIM
2398
St. Johns Investment Management
Florida
$1.23M +$97.6K +396 +9%
CC
2399
Copperleaf Capital
North Carolina
$1.23M -$37K -150 -3%
MPW
2400
Monterey Private Wealth
California
$1.23M +$85K +345 +8%