3,389 hedge funds and large institutions have $329B invested in Visa in 2022 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,285 increasing their positions, 1,374 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,389
Holders Change
+229
Holders Change %
+7.25%
% of All Funds
54.68%
Holding in Top 10
509
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+18.65%
% of All Funds
8.21%
New
386
Increased
1,285
Reduced
1,374
Closed
94
Calls
$4.78B
Puts
$3.26B
Net Calls
+$1.52B
Net Calls Change
-$1.55B
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
2501
Mendel Capital Management
Arkansas
$674K -$47.8K -230 -7%
KCM
2502
KRS Capital Management
Michigan
$674K +$208 +1 +0%
PCH
2503
PGIM Custom Harvest
New Jersey
$674K +$674K +3,242 New
APC
2504
Aspire Private Capital
North Carolina
$673K +$18.9K +91 +3%
FBA
2505
Front Barnett Associates
Illinois
$673K
DPI
2506
Diversified Portfolios Inc
Michigan
$671K
GA
2507
GoalVest Advisory
New York
$669K -$708K -3,407 -51%
BWA
2508
Blodgett Wealth Advisors
California
$667K
NSIM
2509
North Star Investment Management
Illinois
$666K +$11.6K +56 +2%
KA
2510
Kearns & Associates
California
$665K +$665K +3,200 New
WMA
2511
Wealth Management Associates
New Jersey
$664K -$70.2K -338 -10%
TCPWM
2512
Traverso Chambers Private Wealth Management
California
$662K -$11.2K -54 -2%
MCM
2513
Morton Capital Management
California
$662K +$15.8K +76 +2%
SFG
2514
SNS Financial Group
Minnesota
$660K +$36.4K +175 +6%
PL
2515
Plancorp LLC
Missouri
$660K -$93.3K -449 -12%
FBC
2516
Fairfield, Bush & Co
Connecticut
$660K +$39.5K +190 +6%
CPA
2517
Cardiff Park Advisors
California
$659K -$84.4K -406 -11%
KCM
2518
Kanawha Capital Management
Virginia
$659K +$83.1K +400 +14%
RW
2519
REDW Wealth
New Mexico
$658K -$54.8K -264 -8%
RCG
2520
Rock Creek Group
District of Columbia
$657K +$107K +514 +19%
WA
2521
Wealth Architects
California
$655K -$26.2K -126 -4%
HC
2522
Hoese & Co
Minnesota
$652K -$2.17K -10 -0.3%
PDM
2523
Penn Davis McFarland
Texas
$651K -$3.53K -17 -0.5%
MWP
2524
Madison Wealth Partners
Wisconsin
$649K +$5.19K +25 +0.8%
IWA
2525
Inspirion Wealth Advisors
Illinois
$648K -$5.19K -25 -0.8%