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 %
PSF
3201
Pacific Sun Financial
California
$260K +$4.6K +20 +2%
COCM
3202
Charter Oak Capital Management
New Hampshire
$260K
CWM
3203
Cherrydale Wealth Management
New Jersey
$259K +$4.14K +18 +2%
LF
3204
LifeSteps Financial
California
$259K +$18.9K +82 +8%
JF
3205
Jump Financial
Illinois
$258K -$11.9M -51,922 -98%
WB
3206
West Bancorporation
Iowa
$258K +$8.97K +39 +4%
CWM
3207
Campbell Wealth Management
Virginia
$258K +$39.1K +170 +18%
KCFA
3208
Key Client Fiduciary Advisors
New Jersey
$258K +$6.67K +29 +3%
BRA
3209
Bender Robert & Associates
California
$258K
APG
3210
Abacus Planning Group
South Carolina
$257K +$15.4K +67 +6%
BC
3211
Brio Consultants
California
$257K +$18.9K +82 +8%
GCP
3212
Garda Capital Partners
Minnesota
$257K +$257K +1,118 New
HPIA
3213
Hamilton Point Investment Advisors
North Carolina
$256K +$11.5K +50 +5%
PAG
3214
Powers Advisory Group
Illinois
$253K +$9.89K +43 +4%
AWS
3215
Arkfeld Wealth Strategies
Nebraska
$253K
NIM
3216
Nexus Investment Management
Ontario, Canada
$253K
AFM
3217
Armstrong Fleming & Moore
District of Columbia
$252K
SWK
3218
Stephen W. Kidder
$252K -$8.05K -35 -3%
TLFA
3219
True Link Financial Advisors
California
$252K +$47.2K +205 +23%
AIA
3220
AIMZ Investment Advisors
California
$252K
HWM
3221
Horizon Wealth Management
Illinois
$251K
IWM
3222
Integris Wealth Management
California
$251K +$7.59K +33 +3%
WWM
3223
Wagner Wealth Management
South Carolina
$251K
MHIC
3224
Marble Harbor Investment Counsel
Massachusetts
$249K +$50.4K +219 +25%
BCMLT
3225
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K