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 %
PCWA
2676
Pacific Capital Wealth Advisors
California
$647K
AC
2677
ASB Consultores
Florida
$644K -$39.3K -171 -6%
MIP
2678
Marietta Investment Partners
Wisconsin
$644K -$9.2K -40 -1%
GF
2679
Gries Financial
Ohio
$641K -$19.3K -84 -3%
WFMPM
2680
Woodley Farra Manion Portfolio Management
Indiana
$640K +$16.8K +73 +3%
CPA
2681
Court Place Advisors
Maryland
$640K -$5.98K -26 -0.9%
SPC
2682
Stewart & Patten Company
California
$637K
RWI
2683
Red Wave Investments
Pennsylvania
$637K -$230 -1 -0%
WAOI
2684
Wealth Advisors of Iowa
Iowa
$636K -$2.76K -12 -0.4%
LC
2685
Lavaca Capital
Texas
$636K +$21.2K +92 +3%
SC
2686
Saiph Capital
New Jersey
$636K -$28.1K -122 -4%
BOPW
2687
Brandywine Oak Private Wealth
Pennsylvania
$636K -$269K -1,169 -30%
WCM
2688
Wedge Capital Management
North Carolina
$635K -$5.75K -25 -0.9%
SWA
2689
Sutton Wealth Advisors
Florida
$635K +$55.7K +242 +10%
FG
2690
Foster Group
Iowa
$633K +$284K +1,236 +82%
HC
2691
Hamilton Capital
Ohio
$630K +$27.4K +119 +5%
NP
2692
Ninepoint Partners
Ontario, Canada
$627K
EFM
2693
E Fund Management
China
$626K +$4.37K +19 +0.7%
CWM
2694
Cahaba Wealth Management
Georgia
$625K -$17.9K -78 -3%
MMH
2695
Menora Mivtachim Holdings
Israel
$621K
EAM
2696
Empirical Asset Management
Massachusetts
$621K +$621K +2,698 New
CWG
2697
Crown Wealth Group
North Carolina
$620K +$77.5K +337 +14%
CAM
2698
Campion Asset Management
Virginia
$619K
DPI
2699
Diversified Portfolios Inc
Michigan
$618K -$78.4K -341 -11%
HWA
2700
Heartwood Wealth Advisors
Virginia
$618K -$184K -800 -23%