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 %
MFC
2126
Mechanics Financial Corp
Ohio
$1.16M -$5.19K -25 -0.4%
PSP
2127
Principal Street Partners
Tennessee
$1.16M -$153K -736 -12%
DWM
2128
Drive Wealth Management
Utah
$1.16M +$245K +1,178 +27%
FFA
2129
Founders Financial Alliance
North Carolina
$1.16M -$39.5K -190 -3%
BEAM
2130
Baker Ellis Asset Management
Washington
$1.16M +$156K +750 +16%
9WM
2131
9258 Wealth Management
Ohio
$1.16M +$181K +871 +19%
AWM
2132
Accurate Wealth Management
Florida
$1.15M +$857K +3,875 +287%
AB
2133
Atlas Brown
Kentucky
$1.15M +$1.66K +8 +0.1%
BONH
2134
Bank of New Hampshire
New Hampshire
$1.15M -$80.4K -387 -7%
LA
2135
Lindenwold Advisors
Pennsylvania
$1.15M +$1.15M +5,520 New
Dimensional Fund Advisors
2136
Dimensional Fund Advisors
Texas
$1.15M -$17.6K -84,626 -2%
CD
2137
Chapin Davis
Maryland
$1.15M +$1.15M +5,513 New
SFI
2138
SPC Financial Inc
Maryland
$1.15M -$60.5K -291 -5%
TC
2139
Titleist Capital
Texas
$1.14M -$60.5K -291 -5%
HHGA
2140
Halbert Hargrove Global Advisors
California
$1.14M -$58.2K -280 -5%
BSA
2141
Braun Stacey Associates
New York
$1.13M -$397K -1,910 -26%
RCM
2142
Riverpark Capital Management
New York
$1.13M -$2.11M -10,163 -65%
WIA
2143
Westbourne Investment Advisors
Maryland
$1.13M -$70.7K -340 -6%
HG
2144
Herbst Group
Connecticut
$1.13M +$83.1K +400 +8%
ATC
2145
Adirondack Trust Company
New York
$1.13M +$208 +1 +0%
BFA
2146
Beacon Financial Advisory
Ohio
$1.13M -$78.3K -377 -7%
QC
2147
Quent Capital
New York
$1.12M +$37.8K +182 +3%
FIB
2148
First Interstate Bank
Montana
$1.12M -$38.8K -187 -3%
GKWIM
2149
Gerber Kawasaki Wealth & Investment Management
California
$1.12M -$32.6K -157 -3%
CFA
2150
Cahill Financial Advisors
Minnesota
$1.12M -$102K -490 -8%