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 %
AIP
2751
ARS Investment Partners
New York
$569K
TWP
2752
Tower Wealth Partners
Pennsylvania
$568K +$56.6K +246 +11%
KFSC
2753
Keystone Financial Services (Colorado)
Colorado
$568K +$15.4K +67 +3%
CCFM
2754
Clear Creek Financial Management
Washington
$567K -$49.2K -214 -8%
CG
2755
Clarus Group
Texas
$567K +$6.67K +29 +1%
CWM
2756
Cedar Wealth Management
California
$566K +$1.84K +8 +0.3%
VAF
2757
Values Added Financial
District of Columbia
$566K +$60K +261 +12%
TRIA
2758
Trail Ridge Investment Advisors
Colorado
$566K +$12.2K +53 +2%
RWA
2759
Redhawk Wealth Advisors
Minnesota
$562K +$8.05K +35 +1%
VAG
2760
VisionPoint Advisory Group
Texas
$560K +$345K +1,500 +160%
AAM
2761
Augustine Asset Management
Florida
$560K -$920 -4 -0.2%
SWM
2762
Salvus Wealth Management
New Jersey
$559K +$28.3K +123 +5%
DWA
2763
Dougherty Wealth Advisers
Minnesota
$556K
FFG
2764
Frisch Financial Group
New York
$555K -$5.98K -26 -1%
GLAM
2765
Gardner Lewis Asset Management
Pennsylvania
$553K +$553K +2,405 New
CCM
2766
Crabel Capital Management
California
$553K +$553K +2,404 New
TCBWMS
2767
Texas Capital Bank Wealth Management Services
Texas
$553K -$55.9K -243 -9%
HCM
2768
Huber Capital Management
California
$552K -$69K -300 -11%
OPWM
2769
Oakwell Private Wealth Management
Texas
$551K +$13.8K +60 +3%
PA
2770
Probity Advisors
Texas
$551K +$3.22K +14 +0.6%
SFWA
2771
Summit Financial Wealth Advisors
Louisiana
$551K -$18.4K -75 -3%
ACM
2772
Allred Capital Management
Texas
$550K +$33.8K +147 +7%
LPAM
2773
Lodestar Private Asset Management
California
$549K +$6.44K +28 +1%
GCA
2774
Gradient Capital Advisors
California
$547K +$6.67K +29 +1%
PCMF
2775
Private Capital Management (Florida)
Florida
$545K -$4.6K -20 -0.8%