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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
HBW
2451
Hazlett, Burt & Watson
West Virginia
$1.17M -$19.2K -78 -2%
IFU
2452
iSAM Funds (UK)
United Kingdom
$1.17M +$1.1M +4,475 New
OWA
2453
Outlook Wealth Advisors
Texas
$1.16M -$71K -288 -6%
PPP
2454
Private Portfolio Partners
New Jersey
$1.16M +$52K +211 +5%
BFIM
2455
Beese Fulmer Investment Management
Ohio
$1.15M +$9.37K +38 +0.9%
KA
2456
Kozak & Associates
Colorado
$1.15M -$188K -763 -15%
WIA
2457
Westbourne Investment Advisors
Maryland
$1.15M -$14.8K -60 -1%
FB
2458
First Bancorp
Maine
$1.15M -$14.8K -60 -1%
FW
2459
FirstPurpose Wealth
Utah
$1.15M +$24.2K +98 +2%
CAM
2460
Cozad Asset Management
Illinois
$1.15M +$20.7K +84 +2%
IA
2461
IFG Advisory
Georgia
$1.15M +$35.7K +145 +3%
LP
2462
LGL Partners
Pennsylvania
$1.14M
WMP
2463
Wealth Management Partners
Arizona
$1.14M
RCM
2464
RMR Capital Management
California
$1.14M +$1.08M +4,362 New
LCM
2465
Lazari Capital Management
California
$1.14M -$7.15K -29 -0.7%
ECM
2466
Estabrook Capital Management
New York
$1.13M -$6.16K -25 -0.6%
HKAM
2467
Horizon Kinetics Asset Management
New York
$1.13M
MC
2468
Matisse Capital
Oregon
$1.13M +$4.19K +17 +0.4%
RGF
2469
Retirement Guys Formula
Ohio
$1.12M +$83.3K +338 +9%
FIB
2470
First Interstate Bank
Montana
$1.12M +$36.5K +148 +4%
BOM
2471
Bank of Marin
California
$1.12M -$2.22K -9 -0.2%
AA
2472
Alta Advisers
United Kingdom
$1.12M
VIM
2473
VELA Investment Management
Ohio
$1.12M +$2.22K +9 +0.2%
CST
2474
Charles Schwab Trust
Nevada
$1.12M -$122K -493 -10%
CIM
2475
CIM Investment Management
Pennsylvania
$1.12M