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 %
SR
3126
Syntax Research
Florida
$299K +$299K +1,299 New
LC
3127
LCNB Corp
Ohio
$299K -$160K -695 -35%
PFA
3128
Pathway Financial Advisors
Vermont
$298K +$12K +52 +4%
CIC
3129
Cutler Investment Counsel
Oregon
$298K +$16.6K +72 +6%
CIA
3130
Caerus Investment Advisors
Texas
$297K
OHIS
3131
Oak Harvest Investment Services
Texas
$297K -$11.5K -50 -4%
FA
3132
Fortis Advisors
Pennsylvania
$296K
DA
3133
DSC Advisors
Illinois
$295K -$1.84K -8 -0.6%
CC
3134
Callan Capital
California
$294K +$294K +1,279 New
ORC
3135
O'Rourke & Company
Massachusetts
$294K +$11.7K +51 +4%
AWAP
3136
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$294K +$230 +1 +0.1%
TCMP
3137
Thrive Capital Management (Pennsylvania)
Pennsylvania
$293K +$66.9K +291 +30%
VCM
3138
Vivaldi Capital Management
Illinois
$292K +$25.3K +110 +9%
CA
3139
CGN Advisors
Kansas
$292K +$3.22K +14 +1%
SFG
3140
Socha Financial Group
New York
$291K +$460 +2 +0.2%
FCCM
3141
First City Capital Management
Georgia
$291K
TC
3142
Trilogy Capital
California
$291K -$86.9K -378 -23%
SWRP
3143
Summit Wealth & Retirement Planning
California
$290K -$9.66K -42 -3%
RAM
3144
Readystate Asset Management
Illinois
$290K +$290K +1,260 New
FIBT
3145
First International Bank & Trust
North Dakota
$289K -$74.3K -323 -20%
MWM
3146
Merriman Wealth Management
Washington
$288K -$920 -4 -0.3%
FCMC
3147
Founders Capital Management (Connecticut)
Connecticut
$288K
MWM
3148
Mascoma Wealth Management
New Hampshire
$288K +$56.1K +244 +24%
SN
3149
Sittner & Nelson
Oregon
$288K -$4.6K -20 -2%
CGA
3150
Crescent Grove Advisors
Illinois
$286K +$19.3K +84 +7%