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 %
SB
2526
Sunflower Bank
Texas
$648K -$37.6K -181 -5%
HWA
2527
Heartwood Wealth Advisors
Virginia
$647K +$67.9K +327 +12%
WFI
2528
West Family Investments
California
$641K -$508K -2,445 -44%
AC
2529
Annandale Capital
Texas
$641K
IGWM
2530
ICA Group Wealth Management
Colorado
$641K -$1.77M -8,483 -73%
TCWM
2531
Total Clarity Wealth Management
Illinois
$639K +$70.2K +338 +12%
SOW
2532
State of Wyoming
Wyoming
$639K -$274K -1,320 -30%
NSB
2533
Norway Savings Bank
Maine
$639K +$21.8K +105 +4%
FBT
2534
First Bank & Trust
South Dakota
$639K +$2.7K +13 +0.4%
CS
2535
Cannell & Spears
New York
$639K +$293K +1,408 +85%
PCWA
2536
Pacific Capital Wealth Advisors
California
$637K -$302K -1,455 -32%
MIM
2537
MTM Investment Management
South Carolina
$635K +$53K +255 +9%
MTWM
2538
Masso Torrence Wealth Management
New Jersey
$635K -$4.99K -24 -0.8%
JWM
2539
JGP Wealth Management
Oregon
$634K -$33.2K -160 -5%
3F
2540
360 Financial
Minnesota
$634K
SFWA
2541
Summit Financial Wealth Advisors
Louisiana
$633K +$109K +523 +21%
FIM
2542
Freedom Investment Management
Connecticut
$632K -$155K -747 -20%
MMHP
2543
Murphy Middleton Hinkle & Parker
Georgia
$632K
BWCS
2544
Beirne Wealth Consulting Services
Connecticut
$632K +$251K +1,053 +66%
SIG
2545
Sargent Investment Group
Maryland
$630K -$156K -750 -20%
WPA
2546
West Paces Advisors
Georgia
$628K +$5.61K +27 +0.9%
MSA
2547
Marino Stram & Associates
Massachusetts
$627K +$2.29K +11 +0.4%
IIC
2548
Integrated Investment Consultants
Michigan
$627K +$118K +567 +23%
HA
2549
Hamel Associates
New Jersey
$626K -$16.6K -80 -3%
BFA
2550
BMS Financial Advisors
South Dakota
$626K -$12.1K -58 -2%