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 %
GC
2626
Garde Capital
Washington
$550K -$29.1K -140 -5%
KFSC
2627
Keystone Financial Services (Colorado)
Colorado
$550K +$21.4K +93 +4%
AWAG
2628
ARS Wealth Advisors Group
Florida
$548K -$1.19M -5,707 -68%
CWG
2629
Crown Wealth Group
North Carolina
$547K -$23.9K -115 -4%
HGERS
2630
Householder Group Estate & Retirement Specialist
Arizona
$546K -$98.9K -476 -15%
DWM
2631
Darwin Wealth Management
Florida
$545K -$24.8K -111 -4%
IWA
2632
Intercontinental Wealth Advisors
Texas
$544K +$3.53K +17 +0.7%
JWM
2633
Janiczek Wealth Management
Colorado
$543K +$180K +807 +50%
AWM
2634
Act Wealth Management
Texas
$543K
WFMPM
2635
Woodley Farra Manion Portfolio Management
Indiana
$542K -$9.76K -47 -2%
CWC
2636
Carolinas Wealth Consulting
North Carolina
$542K +$53.8K +259 +11%
WFM
2637
Wolff Financial Management
Michigan
$541K -$2.7K -13 -0.5%
SWIM
2638
Smallwood Wealth Investment Management
New Jersey
$541K
TRIA
2639
Trail Ridge Investment Advisors
Colorado
$539K +$15.2K +73 +3%
HCM
2640
Hengehold Capital Management
Ohio
$539K +$21.6K +104 +4%
AWM
2641
Aevitas Wealth Management
Massachusetts
$539K +$20.8K +100 +4%
HTHT
2642
Hemenway Trust Hemenway Trust
New Hampshire
$537K -$4.99K -24 -0.9%
NMG
2643
New Millennium Group
Utah
$536K -$14.3K -69 -3%
DSN
2644
D. Scott Neal
Kentucky
$535K
VAM
2645
Verity Asset Management
North Carolina
$532K +$154K +742 +41%
WAM
2646
Winslow Asset Management
Ohio
$530K
FCM
2647
Fourpath Capital Management
Oklahoma
$530K -$21K -101 -4%
AFA
2648
Arlington Financial Advisors
California
$529K
BFC
2649
Bedel Financial Consulting
Indiana
$529K -$1.66K -8 -0.3%
CAM
2650
Campion Asset Management
Virginia
$528K +$42K +202 +9%