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 %
SSC
3326
Syverson Strege & Co
Iowa
$36.6K
AA
3327
AlphaMark Advisors
Kentucky
$36K
RA
3328
Rise Advisors
New York
$33.6K
FFL
3329
Financial Freedom LLC
Ohio
$31.7K +$31.7K +153 New
PCM
3330
Perritt Capital Management
Illinois
$31.4K +$31.4K +151 New
MSCM
3331
McElhenny Sheffield Capital Management
Texas
$31.2K +$31.2K +150 New
CFG
3332
CKW Financial Group
Hawaii
$31K
MFA
3333
McClarren Financial Advisors
Pennsylvania
$31K +$810 +4 +3%
BBPWM
3334
Blue Bell Private Wealth Management
Pennsylvania
$30.3K
SCA
3335
Stuart Chaussee & Associates
California
$29.5K
JFG
3336
JDM Financial Group
Texas
$29.1K +$29.1K +140 New
DWA
3337
Delos Wealth Advisors
Texas
$27.2K
GM
3338
GeoWealth Management
Illinois
$26K -$34.5K -167 -57%
GWSA
3339
Global Wealth Strategies & Associates
Colorado
$26K +$26K +125 New
CIR
3340
Clear Investment Research
Georgia
$23K
DI
3341
Disciplined Investments
Oklahoma
$22.2K -$27.2K -131 -55%
SC
3342
Steph & Co
Wisconsin
$21K
RG
3343
Retirement Group
California
$21K +$17.1K +83 +437%
MPCL
3344
My Personal CFO LLC
Washington
$20.2K +$20.2K +97 New
NC
3345
NewSquare Capital
Pennsylvania
$19.9K +$19.9K +96 New
RTL
3346
Red Tortoise LLC
Georgia
$18.7K +$18.7K +90 New
GIS
3347
Grayhawk Investment Strategies
Alberta, Canada
$18.1K -$5.75K -21 -24%
BCPWM
3348
Bradley & Co Private Wealth Management
Florida
$17.5K
JMF
3349
Johnson Midwest Financial
Iowa
$17K +$17K +80 New
NF
3350
Norwood Financial
Pennsylvania
$15.6K