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 %
LFASL
3376
Lugano Financial Advisors SA (LFA)
Switzerland
$148K -$128K -555 -46%
UID
3377
Union Investments & Development
Israel
$144K
DCBT
3378
Dakota Community Bank & Trust
North Dakota
$139K -$3.45K -15 -2%
BC
3379
Barrett & Company
Rhode Island
$138K
UOTTAIMCU
3380
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$138K +$131K +569 +1,962%
FSWA
3381
Financial Synergies Wealth Advisors
Texas
$132K +$115K +501 +706%
NCM
3382
Northwest Capital Management
Oregon
$129K
FAM
3383
Flaharty Asset Management
Florida
$129K +$129K +560 New
NECFA
3384
New England Capital Financial Advisors
Connecticut
$129K +$4.14K +18 +3%
CYG
3385
Clean Yield Group
Vermont
$128K +$47.1K +200 +58%
IPW
3386
Impact Partnership Wealth
Georgia
$127K -$34.5K -150 -21%
ICM
3387
Intrepid Capital Management
Florida
$127K +$43K +187 +52%
CPG
3388
Cornerstone Planning Group
New Jersey
$126K -$14K -61 -10%
TFM
3389
TFC Financial Management
Massachusetts
$125K +$10.8K +47 +9%
IA
3390
IFS Advisors
Kansas
$119K
PA
3391
PSI Advisors
Florida
$117K +$21.8K +95 +23%
TLA
3392
Tanglewood Legacy Advisors
Texas
$108K
LWA
3393
Lowe Wealth Advisors
Maryland
$108K
HWM
3394
HighMark Wealth Management
Minnesota
$106K
DCM
3395
Disciplina Capital Management
Tennessee
$105K +$230 +1 +0.2%
Canada Pension Plan Investment Board
3396
Canada Pension Plan Investment Board
Ontario, Canada
$104K
WTG
3397
West Tower Group
Virginia
$100K +$70.8K +308 +241%
RW
3398
RVW Wealth
California
$100K +$100K +436 New
TCM
3399
Tradewinds Capital Management
Washington
$99.4K
CTWM
3400
Cherry Tree Wealth Management
Minnesota
$98.8K