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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
NB
2401
Nicolet Bankshares
Wisconsin
$1.23M +$37K +150 +3%
JSL
2402
JT Stratford LLC
Georgia
$1.23M -$925K -3,751 -44%
SIA
2403
Strategic Investment Advisors
Michigan
$1.23M -$236K -956 -17%
SAM
2404
Strategy Asset Managers
California
$1.23M +$11.3K +46 +1%
MWA
2405
Monograph Wealth Advisors
California
$1.22M +$44.4K +180 +4%
FFB
2406
First Financial Bankshares
Texas
$1.22M +$1.16M +4,692 New
VWA
2407
Visionary Wealth Advisors
Illinois
$1.22M +$43.6K +177 +4%
CG
2408
Carmignac Gestion
France
$1.22M +$33K +134 +3%
SAM
2409
S.A. Mason
Michigan
$1.22M -$18.2K -74 -2%
BWM
2410
Buckley Wealth Management
Nevada
$1.22M -$13.6K -55 -1%
MCIA
2411
Mountain Capital Investment Advisors
Colorado
$1.21M +$110K +445 +11%
PSP
2412
Pacific Sage Partners
Washington
$1.21M +$10.6K +43 +0.9%
GSB
2413
Greenfield Savings Bank
Massachusetts
$1.21M +$21.7K +88 +2%
CG
2414
Corundum Group
Colorado
$1.21M -$16.8K -68 -1%
RGC
2415
Roberts, Glore & Co
Illinois
$1.21M -$3.7K -15 -0.3%
RL
2416
Rogco LP
Oklahoma
$1.21M +$433K +1,757 +61%
TBWA
2417
Three Bridge Wealth Advisors
California
$1.21M -$43.1K -175 -4%
NCFG
2418
New Century Financial Group
New Jersey
$1.21M +$1.15M +4,648 New
SL
2419
Salomon & Ludwin
Virginia
$1.21M
AA
2420
AlphaQ Advisors
Florida
$1.21M -$656K -2,660 -36%
MPIA
2421
Mountain Pacific Investment Advisers
Idaho
$1.21M +$170K +688 +17%
CJ
2422
Caitlin John
Michigan
$1.21M +$1.14M +4,637 New
PMA
2423
Prudent Man Advisors
Illinois
$1.21M -$11.8K -48 -1%
CA
2424
Centerpoint Advisors
Massachusetts
$1.21M -$3.2K -13 -0.3%
BC
2425
Bowman & Company
Wisconsin
$1.2M +$84.3K +342 +8%