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 %
CA
3151
CapWealth Advisors
Tennessee
$215K +$215K +1,036 New
UI
3152
Unconventional Investor
New Hampshire
$215K +$215K +1,035 New
TWM
3153
Trevian Wealth Management
Massachusetts
$215K -$25.5K -123 -11%
JF
3154
Joule Financial
Kentucky
$215K +$215K +1,033 New
APG
3155
Abacus Planning Group
South Carolina
$214K -$83.3K -401 -28%
CWMU
3156
Caliber Wealth Management (Utah)
Utah
$213K -$2.13M -10,234 -91%
GAA
3157
Green Alpha Advisors
Colorado
$213K +$213K +1,025 New
CFA
3158
Compass Financial Advisors
Indiana
$213K +$213K +1,025 New
EM
3159
ELCO Management
New York
$212K +$212K +1,022 New
AIMC
3160
Alley Investment Management Company
Illinois
$212K +$212K +1,022 New
ACM
3161
AUA Capital Management
Pennsylvania
$212K +$24.9K +120 +13%
AMC
3162
Asset Management Corp
Illinois
$212K +$212K +1,019 New
HGWM
3163
Horst & Graben Wealth Management
Oregon
$211K +$211K +1,014 New
TWA
3164
Talisman Wealth Advisors
New Jersey
$211K +$211K +1,015 New
CRIG
3165
Charter Research & Investment Group
Connecticut
$211K +$211K +1,015 New
MC
3166
Matisse Capital
Oregon
$211K +$211K +1,015 New
BFG
3167
Bouchey Financial Group
New York
$210K +$210K +1,011 New
Belvedere Trading
3168
Belvedere Trading
Illinois
$210K +$210K +1,009 New
FG
3169
Foster Group
Iowa
$210K +$210K +1,009 New
CAM
3170
Costello Asset Management
Pennsylvania
$209K
BHIA
3171
Birch Hill Investment Advisors
Massachusetts
$209K +$209K +1,007 New
MAC
3172
Mason & Associates (California)
California
$209K +$209K +1,007 New
BC
3173
Brio Consultants
California
$209K +$209K +1,006 New
BDF
3174
Black Diamond Financial
Maryland
$209K +$209K +1,005 New
BIA
3175
Bell Investment Advisors
California
$208K +$65.9K +317 +46%