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 %
RW
2776
Rede Wealth
Virginia
$544K -$460 -2 -0.1%
ML
2777
McAdam LLC
Pennsylvania
$543K +$74.8K +325 +16%
CFS
2778
Commonwealth Financial Services
West Virginia
$542K +$542K +2,358 New
TCM
2779
Towercrest Capital Management
Pennsylvania
$541K +$230 +1 +0%
WAM
2780
Winslow Asset Management
Ohio
$541K
TC
2781
TAGStone Capital
North Carolina
$541K +$24.4K +106 +5%
GAG
2782
Goodman Advisory Group
Massachusetts
$539K +$451K +1,959 +508%
AA
2783
Addison Advisors
Vermont
$539K +$18.2K +79 +3%
BAM
2784
Bellevue Asset Management
Washington
$538K
FCA
2785
FLC Capital Advisors
California
$538K
EIG
2786
Ellenbecker Investment Group
Wisconsin
$537K +$131K +572 +32%
TCM
2787
Tandem Capital Management
New Jersey
$535K -$2.3K -10 -0.4%
GC
2788
Gratus Capital
Georgia
$534K +$534K +2,321 New
AFG
2789
ABLE Financial Group
Arizona
$534K -$107K -464 -17%
KC
2790
Kenfarb & Co
Kentucky
$531K
SWM
2791
Stockman Wealth Management
Montana
$531K -$19.1K -83 -3%
FCA
2792
FinTrust Capital Advisors
South Carolina
$530K -$101K -439 -16%
NERM
2793
New England Research & Management
Illinois
$529K -$477K -2,075 -47%
CWS
2794
Cypress Wealth Services
California
$528K +$17.5K +76 +3%
HFM
2795
Hartford Funds Management
Pennsylvania
$527K +$51.5K +224 +11%
UL
2796
Unionview LLC
Washington
$527K -$2.3K -10 -0.4%
IF
2797
Integrity Financial
Wyoming
$527K +$230 +1 +0%
EWP
2798
Engrave Wealth Partners
Texas
$526K +$42.8K +186 +9%
GCM
2799
Gator Capital Management
Florida
$526K
GSIS
2800
Global Strategic Investment Solutions
Arizona
$525K