3,414 hedge funds and large institutions have $350B invested in Visa in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 1,374 increasing their positions, 1,484 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,414
Holders Change
+25
Holders Change %
+0.74%
% of All Funds
54.64%
Holding in Top 10
549
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+7.86%
% of All Funds
8.79%
New
207
Increased
1,374
Reduced
1,484
Closed
113
Calls
$4.2B
Puts
$3.27B
Net Calls
+$935M
Net Calls Change
-$585M
Name Holding Trade Value Shares
Change
Shares
Change %
VAG
2626
VisionPoint Advisory Group
Texas
$621K +$19.6K +87 +3%
IA
2627
IFG Advisory
Georgia
$621K -$138K -611 -18%
LWP
2628
Lumature Wealth Partners
Georgia
$620K +$93.6K +415 +18%
GWP
2629
Gateway Wealth Partners
Wisconsin
$620K +$57.9K +257 +10%
NP
2630
Ninepoint Partners
Ontario, Canada
$615K +$92K +408 +18%
MFS
2631
Mirabella Financial Services
United Kingdom
$614K +$614K +2,723 New
UCB
2632
United Community Bank
South Carolina
$614K
VC
2633
Vicus Capital
Pennsylvania
$613K -$57.5K -255 -9%
JWM
2634
Janiczek Wealth Management
Colorado
$612K +$43.3K +185 +8%
FA
2635
Fermata Advisors
California
$611K -$338K -1,498 -36%
LFA
2636
Laraway Financial Advisors
Minnesota
$609K -$56.4K -250 -8%
HCM
2637
Huber Capital Management
California
$609K
CCFM
2638
Clear Creek Financial Management
Washington
$609K +$60.4K +268 +11%
PVM
2639
Palogic Value Management
Texas
$608K
EIP
2640
Ellis Investment Partners
Pennsylvania
$606K -$48.5K -215 -7%
CAM
2641
Campion Asset Management
Virginia
$606K +$33.8K +150 +6%
OWM
2642
OneAscent Wealth Management
Alabama
$606K -$71.4K -317 -11%
AP
2643
Adero Partners
California
$601K +$111K +491 +23%
BSSFA
2644
Baron Silver Stevens Financial Advisors
Florida
$601K +$57.3K +254 +11%
CBA
2645
Coastal Bridge Advisors
Connecticut
$600K -$11K -49 -2%
HGERS
2646
Householder Group Estate & Retirement Specialist
Arizona
$598K +$5.41K +24 +0.9%
HKIMG
2647
Hutchens & Kramer Investment Management Group
Indiana
$595K -$226K -1,003 -28%
SFG
2648
Summit Financial Group
West Virginia
$595K -$15.1K -67 -2%
SIM
2649
SSI Investment Management
California
$594K -$193K -854 -24%
LA
2650
LexAurum Advisors
Kansas
$590K +$110K +487 +23%