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 %
GC
3401
Globeflex Capital
California
$94.3K
MFT
3402
Moisand Fitzgerald Tamayo
Florida
$93.4K +$86.5K +376 +1,253%
IWP
3403
IAG Wealth Partners
Wisconsin
$92K +$4.6K +20 +5%
HB
3404
Horizon Bancorp
Indiana
$92K
CWA
3405
Carolina Wealth Advisors
South Carolina
$91.5K
DWMG
3406
DB Wealth Management Group
California
$88K
GG
3407
Gleason Group
Kentucky
$83.2K +$230 +1 +0.3%
BHWM
3408
Bay Harbor Wealth Management
Maryland
$82.8K -$920 -4 -1%
Legacy Financial Group (Iowa)
3409
Legacy Financial Group (Iowa)
Iowa
$82.4K +$82.4K +358 New
RDIA
3410
RE Dickinson Investment Advisors
Iowa
$82K +$25.7K +112 +46%
PG
3411
Proffitt & Goodson
Tennessee
$81K
TC
3412
Tacita Capital
Ontario, Canada
$79.4K
CJL
3413
Cyrus J. Lawrence
New York
$78K
WOSD
3414
WFA of San Diego
California
$74.8K
TC
3415
Truvestments Capital
Florida
$72.9K +$8.74K +38 +14%
SV
3416
Sturgeon Ventures
United Kingdom
$71.8K
EA
3417
Evolution Advisers
Virginia
$71K
RA
3418
Rise Advisors
New York
$70.9K +$32.7K +142 +86%
BBPWM
3419
Blue Bell Private Wealth Management
Pennsylvania
$70.6K -$5.75K -25 -8%
NC
3420
NewSquare Capital
Pennsylvania
$68.8K +$5.75K +25 +9%
IRC
3421
Investors Research Corp
Georgia
$68.3K +$3.68K +16 +6%
RBC
3422
Roble Belko & Company
Pennsylvania
$68K
AW
3423
Avion Wealth
Texas
$68K +$4.31K +19 +7%
MIM
3424
Macroview Investment Management
Maryland
$66.9K +$61K +265 +1,019%
AWM
3425
Activest Wealth Management
Florida
$65.8K -$40.3K -175 -38%