3,414 hedge funds and large institutions have $350B invested in Visa in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 1,374 increasing their positions, 1,484 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,414
Holders Change
+25
Holders Change %
+0.74%
% of All Funds
54.64%
Holding in Top 10
549
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+7.86%
% of All Funds
8.79%
New
207
Increased
1,374
Reduced
1,484
Closed
113
Calls
$4.2B
Puts
$3.27B
Net Calls
+$935M
Net Calls Change
-$585M
Name Holding Trade Value Shares
Change
Shares
Change %
WIM
3276
Westside Investment Management
California
$156K -$3.83K -17 -2%
SFG
3277
Steward Financial Group
Texas
$156K +$28.1K +125 +22%
FCT
3278
First Community Trust
Iowa
$156K
SAM
3279
Sycomore Asset Management
France
$153K +$33.9K +153 +28%
FCG
3280
Financial Connections Group
California
$149K -$42.5K -189 -22%
ACM
3281
Antonetti Capital Management
Florida
$148K -$45.1K -200 -23%
JFG
3282
Jefferies Financial Group
New York
$147K -$3.22M -14,280 -96%
DCBT
3283
Dakota Community Bank & Trust
North Dakota
$145K
GCM
3284
Goldstream Capital Management
Hong Kong
$145K +$145K +645 New
CCM
3285
Carderock Capital Management
Maryland
$143K +$143K +635 New
CPFP
3286
Clear Perspectives Financial Planning
Ohio
$138K
GA
3287
GoalVest Advisory
New York
$137K -$589K -2,613 -81%
TWP
3288
TFO Wealth Partners
Ohio
$136K +$136K +602 +60,200%
ABLA
3289
Alan B. Lancz & Associates
Ohio
$135K
CWA
3290
Clearview Wealth Advisors
Oregon
$135K -$12.6K -56 -9%
TF
3291
TimeScale Financial
Massachusetts
$135K -$11.7K -52 -8%
BFPW
3292
BOK Financial Private Wealth
Colorado
$130K +$3.38K +15 +3%
CIA
3293
Cascade Investment Advisors
Oregon
$127K +$127K +565 New
KTC
3294
Kistler-Tiffany Companies
Pennsylvania
$124K -$1.8K -8 -1%
LWA
3295
Lowe Wealth Advisors
Maryland
$122K
NECFA
3296
New England Capital Financial Advisors
Connecticut
$122K +$5.41K +24 +5%
CMBA
3297
C.M. Bidwell & Associates
Hawaii
$121K +$112K +498 +1,245%
LSA
3298
Lansing Street Advisors
Pennsylvania
$119K -$1.35K -6 -1%
IA
3299
IFS Advisors
Kansas
$117K
AWM
3300
Accel Wealth Management
Iowa
$116K