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 %
FPWM
2601
FSB Premier Wealth Management
Iowa
$738K +$32.4K +141 +5%
CM
2602
Capula Management
Cayman Islands
$736K +$736K +3,201 New
D
2603
Diversified
Delaware
$736K +$11.7K +51 +2%
KA
2604
Kearns & Associates
California
$736K
KFA
2605
Kapstone Financial Advisors
Ohio
$735K
PG
2606
Prostatis Group
Maryland
$734K -$83M -345,639 -99%
MCC
2607
Money Concepts Capital
Florida
$733K +$10.3K +45 +1%
ERWM
2608
Elk River Wealth Management
Colorado
$732K +$104K +453 +17%
HCM
2609
Hutchinson Capital Management
California
$730K +$5.06K +22 +0.7%
JWM
2610
JGP Wealth Management
Oregon
$730K +$1.15K +5 +0.2%
BWA
2611
Bordeaux Wealth Advisors
California
$728K +$78.9K +343 +12%
MIM
2612
MTM Investment Management
South Carolina
$727K +$4.14K +18 +0.6%
3F
2613
360 Financial
Minnesota
$725K -$101K -435 -12%
HCP
2614
Hexagon Capital Partners
Arkansas
$724K +$3.45K +15 +0.5%
TWM
2615
TMD Wealth Management
Arizona
$721K
ZIG
2616
Zuckerman Investment Group
Illinois
$720K +$38.4K +167 +6%
VEA
2617
Virtus ETF Advisers
New York
$718K -$40.5K -176 -5%
PWM
2618
PBMares Wealth Management
Virginia
$718K
LA
2619
Latitude Advisors
Florida
$718K -$3.45K -15 -0.5%
WFA
2620
Wellspring Financial Advisors
Ohio
$717K +$383K +1,665 +115%
MIM
2621
Morningstar Investment Management
Illinois
$717K
BEI
2622
Benjamin Edwards Inc
Missouri
$717K +$300K +1,304 +72%
IWP
2623
Invenio Wealth Partners
Florida
$713K -$143K -620 -17%
SB
2624
Sunflower Bank
Texas
$713K +$28.5K +124 +4%
ESBC
2625
E.S. Barr & Co
Kentucky
$712K -$57.3K -249 -7%