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 %
PWA
3451
Provenance Wealth Advisors
Florida
$33.6K +$33.6K +146 New
NSG
3452
Nalls Sherbakoff Group
Tennessee
$32.7K +$27.6K +120 +545%
SCA
3453
Stuart Chaussee & Associates
California
$32.7K
EIM
3454
Essex Investment Management
Massachusetts
$32.4K
AA
3455
AlphaMark Advisors
Kentucky
$29K
MSE
3456
MUFG Securities EMEA
United Kingdom
$26.9K -$632M -2,749,883 -100%
BHWM
3457
Beaird Harris Wealth Management
Texas
$26.7K +$3.22K +14 +14%
HWP
3458
Hibernia Wealth Partners
Louisiana
$25.3K +$25.3K +110 New
AS
3459
Altshuler Shaham
Israel
$25.3K +$25.3K +110 New
SC
3460
Steph & Co
Wisconsin
$23.2K
LFA
3461
Legend Financial Advisors
Pennsylvania
$23K
GWSA
3462
Global Wealth Strategies & Associates
Colorado
$23K
HWP
3463
Highline Wealth Partners
California
$22.3K +$6.9K +30 +45%
RG
3464
Retirement Group
California
$20.7K -$7.13K -31 -26%
GIS
3465
Grayhawk Investment Strategies
Alberta, Canada
$20K
BCPWM
3466
Bradley & Co Private Wealth Management
Florida
$19.3K
JMF
3467
Johnson Midwest Financial
Iowa
$18.4K
NF
3468
Norwood Financial
Pennsylvania
$17.3K
QL
3469
Quarry LP
New York
$16.8K +$16.8K +73 New
WFA
3470
West Financial Advisors
Iowa
$16.6K
FIM
3471
FWL Investment Management
Texas
$16.1K +$16.1K +70 New
CCC
3472
Chelsea Counsel Company
California
$11.5K -$71.3K -310 -86%
LFA
3473
Level Financial Advisors
New York
$11K
ECM
3474
Everence Capital Management
Indiana
$11K +$5 +20 +0%
HRC
3475
Hoertkorn Richard Charles
$10.6K