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 %
OIM
2901
Oder Investment Management
California
$446K
HFP
2902
Holistic Financial Partners
Indiana
$445K
BIP
2903
Blue Investment Partners
California
$445K +$46.5K +202 +12%
HI
2904
Hudock Inc
Pennsylvania
$445K +$40.3K +175 +10%
SNBOSCI
2905
Security National Bank of Sioux City Iowa
Iowa
$444K -$46K -200 -9%
WOC
2906
West Oak Capital
California
$444K
BWM
2907
Baystate Wealth Management
Massachusetts
$444K +$35K +152 +9%
ACM
2908
Avalon Capital Management
California
$444K +$246K +1,071 +125%
HCA
2909
Heck Capital Advisors
Wisconsin
$441K -$5.06K -22 -1%
BBW
2910
Blue Barn Wealth
Utah
$440K +$19.1K +83 +5%
CIG
2911
Cairn Investment Group
Washington
$440K +$14K +61 +3%
SWM
2912
Scissortail Wealth Management
Oklahoma
$439K -$9.8K -42 -2%
JWM
2913
JFG Wealth Management
Colorado
$439K -$43K -187 -9%
FH
2914
FWG Holdings
Florida
$439K +$92.9K +406 +27%
WIA
2915
World Investment Advisors
California
$438K -$2.3K -10 -0.5%
RWPA
2916
Richard W. Paul & Associates
Michigan
$437K -$33.4K -145 -7%
RTC
2917
Riverview Trust Company
Washington
$434K
WP
2918
WealthSpring Partners
California
$434K -$52K -226 -11%
MIG
2919
McGuire Investment Group
Rhode Island
$433K -$73.6K -320 -15%
JWM
2920
Jeppson Wealth Management
California
$432K +$11.5K +50 +3%
MCM
2921
Monarch Capital Management
Indiana
$431K
VAM
2922
Verity Asset Management
North Carolina
$431K -$6.67K -29 -2%
HPWM
2923
High Pines Wealth Management
Massachusetts
$431K +$33.8K +147 +9%
MIA
2924
Milestone Investment Advisors
Wisconsin
$431K +$431K +1,875 New
B
2925
Bridgeworth
Alabama
$430K -$230 -1 -0.1%