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 %
WF
2951
Wayfinding Financial
Washington
$406K +$37.2K +161 +10%
TA
2952
TrueWealth Advisors
Alabama
$403K +$403K +1,752 New
EWA
2953
Evolution Wealth Advisors
Florida
$403K +$34.5K +150 +9%
EA
2954
Emerald Advisors
Washington
$403K +$4.83K +21 +1%
MAM
2955
Marquette Asset Management
Minnesota
$402K -$5.75K -25 -1%
SCG
2956
Sonata Capital Group
Washington
$402K +$115K +500 +40%
TCG
2957
Tremblant Capital Group
Florida
$402K +$108K +469 +37%
Financial Engines Advisors
2958
Financial Engines Advisors
California
$402K +$11K +48 +3%
RWM
2959
RKL Wealth Management
Pennsylvania
$402K -$59.3K -258 -13%
DCM
2960
DGS Capital Management
New Jersey
$400K +$18.6K +81 +5%
EA
2961
Echo45 Advisors
California
$399K -$29.7K -129 -7%
W
2962
Wealthquest
Ohio
$398K +$30.6K +133 +8%
SEIA
2963
Signature Estate & Investment Advisors
California
$398K -$8.74K -38 -2%
BPFA
2964
Barnes Pettey Financial Advisors
Mississippi
$396K
BW
2965
BIP Wealth
Georgia
$394K +$119K +519 +43%
KL
2966
KilterHowling LLC
Colorado
$394K +$230 +1 +0.1%
MKC
2967
M. Kraus & Co
Vermont
$392K
PVAMC
2968
PPS&V Asset Management Consultants
Michigan
$391K +$1.84K +8 +0.5%
FCFC
2969
First Citizens Financial Corp
Iowa
$391K -$11.5K -50 -3%
IA
2970
Insight Advisors
Pennsylvania
$391K -$56.8K -247 -13%
EB
2971
Exchange Bank
California
$390K +$75.4K +328 +24%
OPTFSNA
2972
Old Point Trust & Financial Services N A
Virginia
$389K
MPW
2973
MGO Private Wealth
California
$388K +$31.3K +136 +9%
MHR
2974
Matthew Hamilton Rosenberg
$388K
MAG
2975
MRA Advisory Group
New Jersey
$387K -$25.3K -110 -6%