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 %
LF
2901
Lantz Financial
Illinois
$342K -$58K -279 -14%
GCA
2902
Greenwood Capital Associates
South Carolina
$342K +$10.2K +49 +3%
BWA
2903
Beam Wealth Advisors
Louisiana
$341K -$8.31K -40 -2%
CWA
2904
CM Wealth Advisors
Ohio
$339K -$60.5K -291 -15%
WOC
2905
West Oak Capital
California
$339K -$62.4K -300 -16%
AA
2906
Alesco Advisors
New York
$339K -$44.9K -216 -12%
AWM
2907
Aberdeen Wealth Management
Illinois
$338K +$208 +1 +0.1%
TF
2908
Tompkins Financial
New York
$338K -$20.4K -98 -6%
AMR
2909
Asset Management Resources
Massachusetts
$338K -$19.5K -94 -5%
MTIM
2910
Marathon Trading Investment Management
Pennsylvania
$336K +$336K +1,618 New
HZ
2911
Hixon Zuercher
Ohio
$336K
PCI
2912
Planning Center Inc
Illinois
$334K
WRM
2913
Weybosset Research & Management
Rhode Island
$333K
SSW
2914
Smith Shellnut Wilson
Mississippi
$332K
MAM
2915
Marquette Asset Management
Minnesota
$332K -$20.8K -100 -6%
FFG
2916
Ford Financial Group
California
$331K -$2.49K -12 -0.7%
GSAM
2917
Grant Street Asset Management
Pennsylvania
$331K
SPP
2918
Single Point Partners
Massachusetts
$330K +$23K +111 +8%
TC
2919
Trilogy Capital
California
$330K +$330K +1,588 New
CAIMH
2920
Central Asset Investments & Management Holdings
Hong Kong
$330K +$330K +1,587 New
FIBT
2921
First International Bank & Trust
North Dakota
$328K
KWA
2922
Kellett Wealth Advisors
Ohio
$328K
SCA
2923
Sippican Capital Advisors
Massachusetts
$327K
HPWM
2924
High Pines Wealth Management
Massachusetts
$327K +$2.91K +14 +0.9%
MKC
2925
M. Kraus & Co
Vermont
$326K +$7.69K +37 +2%