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 %
SGWM
3076
Sterling Group Wealth Management
California
$251K +$251K +1,209 New
TDC
3077
Thompson Davis & Co
Virginia
$251K
NFP
3078
Narus Financial Partners
Utah
$250K -$21K -101 -8%
ODG
3079
O'Dell Group
Ohio
$249K
CMP
3080
Courage Miller Partners
Virginia
$249K
MSA
3081
McAlister Sweet & Associates
Texas
$249K +$2.08K +10 +0.8%
BBW
3082
Blue Barn Wealth
Utah
$249K -$202K -974 -45%
CGA
3083
Crescent Grove Advisors
Illinois
$249K +$249K +1,195 New
SN
3084
Sittner & Nelson
Oregon
$248K
RIA
3085
RPG Investment Advisory
California
$248K +$7.26K +35 +3%
VPP
3086
Vertex Planning Partners
Illinois
$248K +$248K +1,192 New
SP
3087
Successful Portfolios
Florida
$247K +$247K +1,189 New
NC
3088
NovaPoint Capital
Georgia
$247K
WCG
3089
Weaver Consulting Group
California
$246K -$416 -2 -0.2%
GC
3090
Gratus Capital
Georgia
$246K +$246K +1,184 New
BBWP
3091
Beacon Bridge Wealth Partners
Pennsylvania
$246K +$246K +1,183 New
ACM
3092
Academy Capital Management
Texas
$245K
MWM
3093
Mascoma Wealth Management
New Hampshire
$245K -$16.2K -78 -6%
DS
3094
DRW Securities
Illinois
$245K -$4.37M -21,012 -95%
FDS
3095
Freedom Day Solutions
Texas
$244K -$109K -525 -31%
RP
3096
Rowlandmiller & Partners
Georgia
$244K
PRWA
3097
Platte River Wealth Advisors
Colorado
$242K -$14.5K -70 -6%
KI
3098
Kula Investments
Illinois
$242K +$242K +1,165 New
GC
3099
Gibson Capital
Pennsylvania
$241K
GWM
3100
GSB Wealth Management
Connecticut
$241K +$241K +1,158 New