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 %
AA
3026
AJ Advisors
Tennessee
$275K +$275K +1,326 New
DP
3027
Divergent Planning
Maryland
$275K
GJIA
3028
Glass Jacobson Investment Advisors
Maryland
$275K +$275K +1,323 New
LL
3029
LWMG LLC
Minnesota
$274K +$274K +1,321 New
MWA
3030
Motive Wealth Advisors
Michigan
$273K -$1.04K -5 -0.4%
ZIMP
3031
Zimmermann Investment Management & Planning
Pennsylvania
$273K
CPWMP
3032
Cardinal Point Wealth Management Partners
California
$273K +$273K +1,312 New
CPCM
3033
Cardinal Point Capital Management
Ontario, Canada
$273K +$273K +1,312 New
WWP
3034
Waypoint Wealth Partners
California
$272K -$18.3K -88 -6%
LFG
3035
Lockerman Financial Group
California
$271K +$271K +1,305 New
BWM
3036
BCS Wealth Management
Tennessee
$270K
DWM
3037
Defined Wealth Management
Oregon
$270K
BFM
3038
Boothbay Fund Management
New York
$269K -$204K -980 -43%
CIC
3039
Cutler Investment Counsel
Oregon
$269K -$3.12K -15 -1%
AWAP
3040
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$269K -$2.08K -10 -0.8%
CC
3041
Callan Capital
California
$268K -$31.4K -151 -10%
HWA
3042
HHM Wealth Advisors
Tennessee
$268K -$2.7K -13 -1%
MAWA
3043
Moss Adams Wealth Advisors
Washington
$268K +$268K +1,290 New
CB
3044
Centennial Bank
Arkansas
$267K +$267K +1,285 New
AFS
3045
Annapolis Financial Services
Maryland
$267K -$3.95K -19 -1%
HBWM
3046
Hollow Brook Wealth Management
New York
$267K -$208K -1,000 -44%
PWM
3047
PRW Wealth Management
Massachusetts
$266K
LWM
3048
LJI Wealth Management
Indiana
$265K +$265K +1,275 New
CCG
3049
Coastwise Capital Group
California
$264K +$208 +1 +0.1%
FCCM
3050
First City Capital Management
Georgia
$264K +$14.1K +68 +6%