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 %
TC
2701
TAGStone Capital
North Carolina
$490K +$1.04K +5 +0.2%
CAL
2702
Capital Advisors Ltd
Ohio
$490K +$162K +1,134 +49%
CF
2703
Copperwynd Financial
Arizona
$490K -$66.9K -322 -12%
NPT
2704
Nixon Peabody Trust
Massachusetts
$489K +$623 +3 +0.1%
PWA
2705
Physician Wealth Advisors
Utah
$488K -$34.3K -153 -7%
GCA
2706
Gradient Capital Advisors
California
$486K -$1.87K -9 -0.4%
LWP
2707
Lumature Wealth Partners
Georgia
$486K -$5.82K -28 -1%
CC
2708
Corton Capital
Ontario, Canada
$484K +$120K +577 +33%
TCM
2709
Towercrest Capital Management
Pennsylvania
$484K +$53.6K +258 +12%
MAM
2710
McCarthy Asset Management
California
$484K
NP
2711
Ninepoint Partners
Ontario, Canada
$482K
WWM
2712
Windsor Wealth Management
Indiana
$482K +$4.58K +21 +1%
ACM
2713
Allred Capital Management
Texas
$481K -$2.08K -10 -0.4%
HI
2714
Harper Investing
California
$477K -$854K -4,109 -64%
AA
2715
Addison Advisors
Vermont
$476K +$8.1K +39 +2%
CIA
2716
Caerus Investment Advisors
Texas
$476K +$208K +1,000 +78%
GCM
2717
Gator Capital Management
Florida
$475K
Financial Engines Advisors
2718
Financial Engines Advisors
California
$475K +$12.5K +60 +3%
PWM
2719
Paulson Wealth Management
Illinois
$474K -$44.7K -215 -9%
MPCG
2720
Matrix Private Capital Group
New York
$472K -$8.73K -42 -2%
ETIA
2721
Epic Trust Investment Advisors
Washington
$472K +$86.9K +418 +23%
OFS
2722
OneAscent Financial Services
Alabama
$471K -$51.9K -250 -10%
CFO
2723
Collective Family Office
Pennsylvania
$471K -$15K -72 -3%
PTC
2724
Petrus Trust Company
Texas
$469K +$75.6K +364 +19%
EWP
2725
Engrave Wealth Partners
Texas
$468K +$23.5K +107 +5%