3,493 hedge funds and large institutions have $350B invested in Visa in 2023 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 1,501 increasing their positions, 1,406 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,493
Holders Change
+28
Holders Change %
+0.81%
% of All Funds
55.69%
Holding in Top 10
500
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-3.66%
% of All Funds
7.97%
New
157
Increased
1,501
Reduced
1,406
Closed
96
Calls
$4.33B
Puts
$3.17B
Net Calls
+$1.16B
Net Calls Change
-$141M
Name Holding Trade Value Shares
Change
Shares
Change %
PWM
2576
Paulson Wealth Management
Illinois
$766K -$15.4K -67 -2%
ACA
2577
Ackerman Capital Advisors
Texas
$763K
CS
2578
Cannell & Spears
New York
$761K
FWM
2579
Forza Wealth Management
Florida
$761K
TC
2580
Toews Corporation
New Jersey
$759K +$759K +3,300 New
PWP
2581
Phillips Wealth Planners
Mississippi
$758K +$49.8K +213 +7%
TCPWM
2582
Traverso Chambers Private Wealth Management
California
$758K +$7.13K +31 +1%
CD
2583
Chapin Davis
Maryland
$758K -$45.5K -198 -6%
LA
2584
LexAurum Advisors
Kansas
$757K +$231K +1,003 +44%
MSA
2585
Marino Stram & Associates
Massachusetts
$755K +$63.5K +276 +9%
WA
2586
Waddell & Associates
Tennessee
$751K +$1.61K +7 +0.2%
IWA
2587
Inspirion Wealth Advisors
Illinois
$750K -$9.2K -40 -1%
SIG
2588
Sargent Investment Group
Maryland
$748K +$27.4K +119 +4%
MTWM
2589
Masso Torrence Wealth Management
New Jersey
$748K +$35K +152 +5%
NEWAS
2590
N.E.W. Advisory Services
Wisconsin
$748K -$35.9K -156 -5%
RWS
2591
Resolute Wealth Strategies
Mississippi
$747K +$17K +74 +2%
KCM
2592
KRS Capital Management
Michigan
$746K
BIAS
2593
Beacon Investment Advisory Services
New Jersey
$746K +$17.9K +78 +2%
EVM
2594
Evelyn V. Moreno
$745K +$745K +3,241 New
FBA
2595
Front Barnett Associates
Illinois
$745K
TI
2596
Truepoint Inc
Ohio
$742K +$248K +1,077 +50%
CWP
2597
Core Wealth Partners
California
$742K
EAM
2598
Evanson Asset Management
California
$740K -$92K -400 -11%
LWM
2599
Liberty Wealth Management
California
$740K -$52.2K -227 -7%
CPA
2600
Cardiff Park Advisors
California
$738K